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 |
|---|---|---|---|---|---|
| FMR LLC | 1,697,045 | $82.3M | 0.00% | −88,678−5.0% | Reduced |
| Vanguard Capital Management LLC | 2,287,053 | $110.9M | 0.00% | +30,150+1.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,578,108 | $125.1M | 0.36% | +898,320+53.5% | Added |
| Jericho Capital Asset Management L.P. | 3,482,515 | $168.9M | 1.40% | +1,016,770+41.2% | Added |
| Vanguard Portfolio Management LLC | 4,046,352 | $196.3M | 0.01% | +90,685+2.3% | Added |
| BlackRock, Inc. | 5,507,490 | $267.2M | 0.00% | +870,420+18.8% | Added |
| Eminence Capital, LP | 0 | $0 | 0.00% | −2,519,889−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −1,091,582−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −358,248−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −307,289−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −224,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −169,574−100.0% | Sold out |
| Cypress Point Investment Management LP | 0 | $0 | 0.00% | −102,698−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −85,762−100.0% | Sold out |
| EFG International AG | 0 | $0 | 0.00% | −62,055−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −43,375−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −38,183−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −19,399−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −15,320−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,271−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,479−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,552−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −7,956−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −7,409−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −6,931−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −5,367−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Everest Financial Group LLC | 0 | $0 | 0.00% | −4,182−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,434−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Banque Transatlantique SA | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Meramec Financial Planners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bayban | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |