Workiva Inc
WK- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001445305
In the last 90 days, Workiva Inc insiders filed 0 open-market purchases and 1 sale; 306 institutions reported holding it in 13F filings for Q2 2026, worth $2.41B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Workiva Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 306
- −7 vs. Q1 2026
- Shares held
- 49.6M
- +867.3K (+1.8%) vs. Q1 2026
- Total value
- $2.41B
- −$504.6M (−17.3%) vs. Q1 2026
- New holders
- 63
- 120 more added
- Sold out
- 70
- 88 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 306 | $2.41B |
| Q1 2026 | 315 | $2.92B |
| Q4 2025 | 348 | $4.32B |
| Q3 2025 | 314 | $4.16B |
| Q2 2025 | 313 | $3.17B |
| Q1 2025 | 330 | $3.59B |
| Q4 2024 | 316 | $5.17B |
| Q3 2024 | 295 | $3.64B |
| Q2 2024 | 300 | $3.42B |
| Q1 2024 | 302 | $4.03B |
| Q4 2023 | 325 | $4.81B |
| Q3 2023 | 333 | $4.69B |
| Q2 2023 | 306 | $4.62B |
| Q1 2023 | 311 | $4.61B |
| Q4 2022 | 271 | $3.75B |
| Q3 2022 | 262 | $3.41B |
| Q2 2022 | 252 | $2.92B |
| Q1 2022 | 287 | $5.23B |
| Q4 2021 | 319 | $5.52B |
| Q3 2021 | 283 | $5.86B |
| Q2 2021 | 250 | $4.33B |
| Q1 2021 | 238 | $3.27B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 42,199 | $2.05M | 0.04% | +42,199 | New |
| Holocene Advisors, LP | 43,225 | $2.10M | 0.00% | +43,225 | New |
| Aequim Alternative Investments LP | 44,815 | $2.17M | 0.03% | 00.0% | Unchanged |
| Siren, L.L.C. | 45,000 | $2.18M | 0.04% | −47,500−51.4% | Reduced |
| Allianz Asset Management GmbH | 45,072 | $2.19M | 0.00% | +15,757+53.8% | Added |
| HSBC Holdings PLC | 46,080 | $2.25M | 0.00% | +29,704+181.4% | Added |
| Envestnet Asset Management Inc | 48,687 | $2.36M | 0.00% | −5,203−9.7% | Reduced |
| Vanguard Asset Management, Ltd | 50,216 | $2.44M | 0.00% | +3,834+8.3% | Added |
| Invesco Ltd. | 50,608 | $2.45M | 0.00% | +2,068+4.3% | Added |
| Prudential Financial Inc | 50,800 | $2.46M | 0.00% | −30,050−37.2% | Reduced |
| Wells Fargo & Company | 51,166 | $2.48M | 0.00% | +5,714+12.6% | Added |
| Verition Fund Management LLC | 51,700 | $2.51M | 0.02% | +51,700 | New |
| Quantinno Capital Management LP | 52,312 | $2.54M | 0.00% | +15,387+41.7% | Added |
| Abacus Planning Group, Inc. | 52,954 | $2.57M | 0.32% | 00.0% | Unchanged |
| Victory Capital Management Inc | 53,737 | $2.61M | 0.00% | +47,971+832.0% | Added |
| Voloridge Investment Management, LLC | 54,783 | $2.66M | 0.01% | +54,783 | New |
| Kopp Family Office, LLC | 55,807 | $2.71M | 1.66% | −59−0.1% | Reduced |
| Citigroup Inc | 56,272 | $2.73M | 0.00% | +6,211+12.4% | Added |
| California State Teachers Retirement System | 59,837 | $2.90M | 0.00% | −1,729−2.8% | Reduced |
| Ameriprise Financial Inc | 61,751 | $3.00M | 0.00% | −211,936−77.4% | Reduced |
| SEI Investments Co | 65,093 | $3.16M | 0.00% | +12,970+24.9% | Added |
| Engineers Gate Manager LP | 66,202 | $3.21M | 0.04% | +6,357+10.6% | Added |
| Rhumbline Advisers | 66,866 | $3.24M | 0.00% | +50+0.1% | Added |
| Great West Life Assurance Co | 67,595 | $3.28M | 0.01% | +5,658+9.1% | Added |
| Deutsche Bank AG | 68,129 | $3.30M | 0.00% | +9,076+15.4% | Added |
| Dark Forest Capital Management LP | 70,441 | $3.42M | 0.22% | +45,112+178.1% | Added |
| State of Wisconsin Investment Board | 74,360 | $3.61M | 0.01% | −5,446−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 76,943 | $3.73M | 0.00% | +54,001+235.4% | Added |
| Barclays PLC | 77,268 | $3.75M | 0.00% | +29,406+61.4% | Added |
| Balyasny Asset Management LLC | 78,981 | $3.83M | 0.01% | +58,042+277.2% | Added |
| Alliancebernstein L.P. | 64,556 | $3.85M | 0.00% | +5,277+8.9% | Added |
| CIBC Bancorp USA Inc. | 79,515 | $3.86M | 0.00% | −1,204−1.5% | Reduced |
| Summit Creek Advisors LLC | 80,717 | $3.92M | 1.33% | −10,452−11.5% | Reduced |
| Nicholas Company, Inc. | 83,809 | $4.07M | 0.07% | +3,280+4.1% | Added |
| LGT Fund Management Co Ltd. | 85,800 | $4.16M | 0.17% | +85,800 | New |
| Jefferies Financial Group Inc. | 87,532 | $4.25M | 0.04% | +1,032+1.2% | Added |
| Madison Asset Management, LLC | 89,980 | $4.36M | 0.05% | +28,228+45.7% | Added |
| Mutual of America Capital Management LLC | 91,198 | $4.42M | 0.04% | −4,723−4.9% | Reduced |
| King Luther Capital Management Corp | 91,698 | $4.45M | 0.02% | +8,137+9.7% | Added |
| Praesidium Investment Management Company, LLC | 95,218 | $4.62M | 2.15% | −55,191−36.7% | Reduced |
| Assenagon Asset Management S.A. | 96,074 | $4.66M | 0.01% | +96,074 | New |
| Fifth Third Bancorp | 99,711 | $4.84M | 0.01% | −17,584−15.0% | Reduced |
| Lakehouse Capital Pty Ltd | 101,026 | $4.90M | 5.42% | −83,082−45.1% | Reduced |
| Algert Global LLC | 101,150 | $4.91M | 0.06% | +63,350+167.6% | Added |
| Swiss National Bank | 101,421 | $4.92M | 0.00% | +2,900+2.9% | Added |
| Point72 Asset Management, L.P. | 105,127 | $5.10M | 0.01% | +105,127 | New |
| HRT Financial LP | 109,498 | $5.31M | 0.01% | +109,498 | New |
| Harbor Capital Advisors, Inc. | 111,613 | $5.41M | 0.37% | +39,961+55.8% | Added |
| OP Asset Management Ltd | 111,991 | $5.43M | 0.06% | +51,814+86.1% | Added |
| UBS Asset Management Americas Inc | 117,899 | $5.72M | 0.00% | −9,540−7.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 119,357 | $5.79M | 0.02% | +106,834+853.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 119,503 | $5.80M | 0.01% | −19,011−13.7% | Reduced |
| Brown Capital Management LLC | 128,497 | $6.23M | 1.25% | −20,500−13.8% | Reduced |
| Renaissance Technologies LLC | 129,540 | $6.28M | 0.01% | −79,600−38.1% | Reduced |
| Canada Pension Plan Investment Board | 132,100 | $6.41M | 0.00% | −1,500−1.1% | Reduced |
| Royce & Associates LP | 140,000 | $6.79M | 0.05% | +140,000 | New |
| Cadian Capital Management, LP | 144,200 | $7.00M | 0.53% | +144,200 | New |
| Private Wealth Asset Management, LLC | 158,000 | $7.66M | 0.74% | 00.0% | Unchanged |
| XTX Topco Ltd | 159,959 | $7.76M | 0.10% | +144,157+912.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,793 | $7.80M | 0.01% | +24,950+18.4% | Added |
| Impax Asset Management Group plc | 162,086 | $7.86M | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 164,697 | $8.16M | 0.00% | −26,325−13.8% | Reduced |
| Federated Hermes, Inc. | 176,026 | $8.54M | 0.01% | +55,815+46.4% | Added |
| Royal Bank of Canada | 187,975 | $9.12M | 0.00% | −35,361−15.8% | Reduced |
| Man Group plc | 194,813 | $9.45M | 0.02% | +104,206+115.0% | Added |
| Susquehanna Fundamental Investments, LLC | 207,280 | $10.1M | 0.19% | +207,280 | New |
| Bank of New York Mellon Corp | 211,125 | $10.2M | 0.00% | −16,301−7.2% | Reduced |
| Russell Investments Group, Ltd. | 243,581 | $11.8M | 0.01% | +128,822+112.3% | Added |
| Polygon Management Ltd. | 250,000 | $12.1M | 1.97% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 266,945 | $12.9M | 0.82% | −75,240−22.0% | Reduced |
| Susquehanna International Group, LLP | 284,628 | $13.8M | 0.01% | +258,429+986.4% | Added |
| Nuveen, LLC | 318,573 | $15.5M | 0.00% | −169,355−34.7% | Reduced |
| TimesSquare Capital Management, LLC | 319,434 | $15.5M | 0.23% | −126,931−28.4% | Reduced |
| Two Sigma Investments, LP | 320,421 | $15.5M | 0.01% | +81,980+34.4% | Added |
| Marshall Wace, LLP | 331,483 | $16.1M | 0.01% | +324,865+4,908.8% | Added |
| Acadian Asset Management LLC | 340,141 | $16.5M | 0.02% | +320,754+1,654.5% | Added |
| Citadel Advisors LLC | 349,937 | $17.0M | 0.01% | −342,318−49.4% | Reduced |
| Vanguard Fiduciary Trust Co | 373,816 | $18.1M | 0.00% | +13,294+3.7% | Added |
| Riverbridge Partners LLC | 436,284 | $21.2M | 0.59% | −214,959−33.0% | Reduced |
| Charles Schwab Investment Management Inc | 437,170 | $21.2M | 0.00% | +10,011+2.3% | Added |
| Conestoga Capital Advisors, LLC | 467,432 | $22.7M | 0.49% | −287,121−38.1% | Reduced |
| Loomis Sayles & Co L P | 487,357 | $23.6M | 0.03% | −27,579−5.4% | Reduced |
| Morgan Stanley | 526,630 | $25.5M | 0.00% | +224,355+74.2% | Added |
| Northern Trust Corp | 527,937 | $25.6M | 0.00% | +45,381+9.4% | Added |
| Irenic Capital Management LP | 552,010 | $26.8M | 1.93% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 669,715 | $32.5M | 0.00% | −141,815−17.5% | Reduced |
| Qube Research & Technologies Ltd | 699,733 | $33.9M | 0.04% | +336,400+92.6% | Added |
| AQR Capital Management LLC | 713,213 | $34.6M | 0.01% | +376,920+112.1% | Added |
| UBS Group AG | 787,654 | $38.2M | 0.01% | −340,334−30.2% | Reduced |
| Bank of America Corp | 804,184 | $39.0M | 0.00% | +409,243+103.6% | Added |
| Mairs & Power Inc | 829,491 | $40.2M | 0.37% | +113,851+15.9% | Added |
| Topline Capital Management, LLC | 871,101 | $42.3M | 10.96% | −178,989−17.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 943,485 | $45.8M | 0.12% | +21,318+2.3% | Added |
| Price T Rowe Associates Inc | 966,637 | $46.9M | 0.00% | +427,595+79.3% | Added |
| First Trust Advisors LP | 1,126,475 | $54.6M | 0.03% | +263,539+30.5% | Added |
| Squarepoint Ops LLC | 1,247,400 | $60.5M | 0.12% | +655,396+110.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,268,192 | $61.5M | 0.81% | +46,631+3.8% | Added |
| Geode Capital Management, LLC | 1,294,139 | $62.8M | 0.00% | +66,830+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,420,426 | $68.9M | 0.03% | +310,780+28.0% | Added |
| State Street Corp | 1,475,546 | $71.6M | 0.00% | +199,623+15.6% | Added |