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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 46,080 | $2.25M | 0.00% | +29,704+181.4% | Added |
| Allianz Asset Management GmbH | 45,072 | $2.19M | 0.00% | +15,757+53.8% | Added |
| Siren, L.L.C. | 45,000 | $2.18M | 0.04% | −47,500−51.4% | Reduced |
| Aequim Alternative Investments LP | 44,815 | $2.17M | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 43,225 | $2.10M | 0.00% | +43,225 | New |
| Y-Intercept (Hong Kong) Ltd | 42,199 | $2.05M | 0.04% | +42,199 | New |
| Tejara Capital Ltd | 41,650 | $2.02M | 0.83% | +4,350+11.7% | Added |
| Legal & General Group Plc | 41,645 | $2.02M | 0.00% | +79+0.2% | Added |
| Millennium Management LLC | 41,126 | $2.00M | 0.00% | −86,254−67.7% | Reduced |
| Graham Capital Management, L.P. | 37,733 | $1.83M | 0.05% | +20,865+123.7% | Added |
| Wellington Management Group LLP | 37,124 | $1.80M | 0.00% | +37,124 | New |
| Ieq Capital, LLC | 36,881 | $1.79M | 0.01% | +7,990+27.7% | Added |
| Resources Investment Advisors, LLC. | 35,994 | $1.75M | 0.01% | −20−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,746 | $1.73M | 0.09% | +203+0.6% | Added |
| Entropy Technologies, LP | 34,504 | $1.67M | 0.07% | +34,504 | New |
| Alamar Capital Management, LLC | 31,785 | $1.54M | 0.78% | −3,685−10.4% | Reduced |
| Los Angeles Capital Management LLC | 31,157 | $1.51M | 0.01% | +21,971+239.2% | Added |
| MetLife Investment Management | 30,340 | $1.47M | 0.01% | +2,337+8.3% | Added |
| Raymond James Financial Inc | 29,480 | $1.43M | 0.00% | −2,717−8.4% | Reduced |
| CI Private Wealth, LLC | 28,961 | $1.40M | 0.00% | +7,250+33.4% | Added |
| D. E. Shaw & Co., Inc. | 28,741 | $1.39M | 0.00% | −9,720−25.3% | Reduced |
| Mariner, LLC | 28,077 | $1.36M | 0.00% | +6,296+28.9% | Added |
| Manufacturers Life Insurance Company, The | 26,453 | $1.28M | 0.00% | +2,492+10.4% | Added |
| Cerity Partners LLC | 25,287 | $1.23M | 0.00% | +19,074+307.0% | Added |
| Teacher Retirement System of Texas | 24,608 | $1.19M | 0.00% | +9,459+62.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,290 | $1.18M | 0.00% | −4,679−16.2% | Reduced |
| Oppenheimer Asset Management Inc. | 24,044 | $1.17M | 0.01% | −1,972−7.6% | Reduced |
| Anson Funds Management LP | 23,781 | $1.15M | 0.11% | +23,781 | New |
| Franklin Resources Inc | 23,700 | $1.15M | 0.00% | +9,405+65.8% | Added |
| State of New Jersey Common Pension Fund D | 23,331 | $1.13M | 0.00% | −14,619−38.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,260 | $1.13M | 0.05% | −4,227−15.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,006 | $1.12M | 0.00% | 00.0% | Unchanged |
| Jupiter Topco LLC | 21,367 | $1.04M | 0.00% | +21,367 | New |
| Creative Planning | 21,237 | $1.03M | 0.00% | −10,768−33.6% | Reduced |
| Mackenzie Financial Corp | 21,115 | $1.02M | 0.00% | +21,115 | New |
| Vanguard Global Advisers, LLC | 20,881 | $1.01M | 0.00% | −98−0.5% | Reduced |
| Vancity Investment Management Ltd | 20,149 | $977.0K | 0.15% | +4,922+32.3% | Added |
| Mercer Global Advisors Inc | 19,219 | $932.3K | 0.00% | +8,623+81.4% | Added |
| Daiwa Securities Group Inc. | 19,100 | $926.5K | 0.00% | +19,100 | New |
| Ares Systematic Credit Ltd | 19,062 | $924.7K | 0.56% | +7,480+64.6% | Added |
| New York State Common Retirement Fund | 19,019 | $922.6K | 0.00% | +2,200+13.1% | Added |
| Dynamic Technology Lab Private Ltd | 18,913 | $917.0K | 0.20% | −1,137−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,814 | $864.2K | 0.00% | −19,664−52.5% | Reduced |
| Allstate Corp | 16,760 | $813.0K | 0.01% | +16,760 | New |
| Avantax Planning Partners, Inc. | 16,640 | $807.2K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 16,095 | $781.0K | 0.00% | +200+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,815 | $772.9K | 0.00% | +9,018+155.6% | Added |
| Amundi | 15,453 | $749.6K | 0.00% | +3,829+32.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,354 | $744.8K | 0.01% | +1,639+12.0% | Added |
| Brookstone Capital Management | 15,329 | $743.6K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 15,320 | $743.2K | 0.00% | −1,790−10.5% | Reduced |
| Bridgewater Associates, LP | 15,307 | $742.5K | 0.00% | +15,307 | New |
| Empowered Funds, LLC | 15,166 | $735.7K | 0.00% | +6,066+66.7% | Added |
| Lavelle Capital LP | 14,805 | $718.2K | 0.37% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 14,708 | $713.5K | 0.00% | −164,873−91.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,036 | $680.9K | 0.00% | +14,036 | New |
| Arizona State Retirement System | 13,953 | $676.9K | 0.00% | +254+1.9% | Added |
| LPL Financial LLC | 13,798 | $669.3K | 0.00% | −118−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $656.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 13,415 | $651.0K | 0.00% | −643,188−98.0% | Reduced |
| Magnetar Financial LLC | 13,069 | $634.0K | 0.01% | +362+2.8% | Added |
| Intech Investment Management LLC | 12,362 | $599.7K | 0.01% | +1,087+9.6% | Added |
| Vanguard Investments Australia, Ltd. | 12,202 | $591.9K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 11,929 | $578.7K | 0.14% | +11,929 | New |
| Nordea Investment Management AB | 11,535 | $556.1K | 0.00% | +11,535 | New |
| Captrust Financial Advisors | 11,355 | $550.8K | 0.00% | +4,962+77.6% | Added |
| KLP Kapitalforvaltning AS | 11,000 | $533.6K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,902 | $528.9K | 0.14% | −16,953−60.9% | Reduced |
| Boothbay Fund Management, LLC | 10,664 | $517.3K | 0.01% | −12,861−54.7% | Reduced |
| Talbot Financial, LLC | 10,500 | $509.4K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,953 | $482.8K | 0.00% | +1,125+12.7% | Added |
| Capstone Investment Advisors, LLC | 9,692 | $470.2K | 0.00% | +9,692 | New |
| Divisadero Street Capital Management, LP | 9,567 | $464.1K | 0.01% | +9,567 | New |
| Occudo Quantitative Strategies LP | 9,120 | $442.4K | 0.02% | −48,220−84.1% | Reduced |
| Empower Advisory Group, LLC | 8,490 | $411.9K | 0.00% | −31−0.4% | Reduced |
| JustInvest LLC | 8,471 | $410.9K | 0.00% | +3,009+55.1% | Added |
| Stifel Financial Corp | 8,462 | $410.5K | 0.00% | +1,706+25.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,263 | $400.8K | 0.00% | +3,677+80.2% | Added |
| Rockefeller Capital Management L.P. | 7,928 | $384.6K | 0.00% | +359+4.7% | Added |
| Centiva Capital, LP | 7,905 | $383.5K | 0.01% | +7,905 | New |
| ProShare Advisors LLC | 7,650 | $371.1K | 0.00% | −23−0.3% | Reduced |
| Fox Run Management, L.L.C. | 7,615 | $369.4K | 0.06% | −13,542−64.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $366.0K | 0.12% | 00.0% | Unchanged |
| Colony Group, LLC | 7,506 | $364.1K | 0.00% | +1,285+20.7% | Added |
| Pictet Asset Management Holding SA | 7,494 | $363.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,841 | $331.9K | 0.03% | −1,107−13.9% | Reduced |
| Summit Trail Advisors, LLC | 6,778 | $328.8K | 0.00% | +6,778 | New |
| Legacy Bridge, LLC | 6,664 | $323.3K | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,500 | $315.3K | 0.00% | +6,500 | New |
| Vident Advisory, LLC | 6,230 | $302.2K | 0.00% | +808+14.9% | Added |
| Pensionmark Financial Group, LLC | 5,013 | $298.9K | 0.00% | −3−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,632 | $273.2K | 0.00% | −21,638−79.3% | Reduced |
| Mangrove Partners | 5,488 | $266.2K | 0.02% | +5,488 | New |
| Commonwealth Equity Services, LLC | 5,385 | $261.2K | 0.00% | −92−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 5,246 | $254.5K | 0.00% | +5,160+6,000.0% | Added |
| Xponance, Inc. | 5,195 | $252.0K | 0.00% | +422+8.8% | Added |
| Merit Financial Group, LLC | 5,102 | $247.5K | 0.00% | +5,102 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $243.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 4,900 | $237.7K | 0.00% | +4,900 | New |
| Ameritas Investment Partners, Inc. | 4,725 | $229.2K | 0.01% | +643+15.8% | Added |