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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 4,632 | $224.7K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,366 | $221.7K | 0.00% | +404+10.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 4,513 | $218.9K | 0.05% | −22,753−83.4% | Reduced |
| Sage Rhino Capital LLC | 4,504 | $218.5K | 0.04% | −26−0.6% | Reduced |
| Abel Hall, LLC | 4,400 | $213.4K | 0.04% | +4,400 | New |
| Kings Path Partners LLC | 4,360 | $211.5K | 0.06% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,203 | $203.9K | 0.01% | −204−4.6% | Reduced |
| Diametric Capital, LP | 4,136 | $200.6K | 0.02% | +4,136 | New |
| Qsemble Capital Management, LP | 4,123 | $200.0K | 0.03% | −788−16.0% | Reduced |
| Ensign Peak Advisors, Inc | 4,117 | $199.7K | 0.00% | −130,860−96.9% | Reduced |
| Walleye Trading LLC | 3,922 | $190.3K | 0.00% | +3,922 | New |
| Nykredit A/S | 3,711 | $180.0K | 0.00% | +3,711 | New |
| New York State Teachers Retirement System | 3,619 | $176.0K | 0.00% | +3,619 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,291 | $159.6K | 0.00% | +1,142+53.1% | Added |
| Bayforest Capital Ltd | 3,070 | $148.9K | 0.14% | +767+33.3% | Added |
| Axxion S.A. | 3,062 | $148.5K | 0.01% | +3,062 | New |
| TD Waterhouse Canada Inc. | 2,819 | $143.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,810 | $136.3K | 0.00% | +826+41.6% | Added |
| US Bancorp | 2,640 | $128.1K | 0.00% | −1,202−31.3% | Reduced |
| Parkside Financial Bank & Trust | 2,614 | $126.8K | 0.01% | −88−3.3% | Reduced |
| GWM Advisors LLC | 2,543 | $123.4K | 0.00% | +2,543 | New |
| State of Alaska, Department of Revenue | 2,259 | $109.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,891 | $91.7K | 0.01% | +988+109.4% | Added |
| The PNC Financial Services Group, Inc. | 1,719 | $83.4K | 0.00% | −1,668−49.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,619 | $78.5K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,570 | $76.2K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,516 | $73.5K | 0.00% | +89+6.2% | Added |
| KBC Group NV | 1,425 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,329 | $64.5K | 0.00% | −1,865−58.4% | Reduced |
| Allworth Financial LP | 1,251 | $60.7K | 0.00% | +596+91.0% | Added |
| Smartleaf Asset Management LLC | 1,201 | $58.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,101 | $53.4K | 0.00% | −10,314−90.4% | Reduced |
| Jones Financial Companies LLLP | 921 | $45.2K | 0.00% | +252+37.7% | Added |
| Harbor Investment Advisory, LLC | 827 | $40.1K | 0.00% | +827 | New |
| Hilltop National Bank | 801 | $38.9K | 0.01% | −142−15.1% | Reduced |
| Advisors Asset Management, Inc. | 793 | $38.5K | 0.00% | −46−5.5% | Reduced |
| Clear Street Markets LLC | 735 | $35.7K | 0.01% | +735 | New |
| Essex Investment Management Co LLC | 728 | $35.3K | 0.00% | −35,605−98.0% | Reduced |
| Park Place Capital Corp | 617 | $29.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 563 | $27.3K | 0.00% | +493+704.3% | Added |
| Versant Capital Management, Inc | 532 | $25.8K | 0.00% | +356+202.3% | Added |
| Farther Finance Advisors, LLC | 509 | $24.7K | 0.00% | −55−9.8% | Reduced |
| Harbour Investments, Inc. | 509 | $24.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $24.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 453 | $22.0K | 0.01% | +121+36.4% | Added |
| Advisor Group Holdings, Inc. | 367 | $17.8K | 0.00% | −9−2.4% | Reduced |
| True Wealth Design, LLC | 327 | $15.9K | 0.00% | +134+69.4% | Added |
| Nisa Investment Advisors, LLC | 313 | $15.2K | 0.00% | −501−61.5% | Reduced |
| Quarry LP | 275 | $13.3K | 0.00% | +275 | New |
| Huntington National Bank | 268 | $13.0K | 0.00% | +241+892.6% | Added |
| Covestor Ltd | 245 | $12.0K | 0.01% | +151+160.6% | Added |
| Larson Financial Group LLC | 235 | $11.4K | 0.00% | +15+6.8% | Added |
| Parallel Advisors, LLC | 234 | $11.4K | 0.00% | +69+41.8% | Added |
| Persistent Asset Partners Ltd | 229 | $11.1K | 0.00% | +229 | New |
| IFP Advisors, Inc | 216 | $10.5K | 0.00% | +52+31.7% | Added |
| Group One Trading, L.P. | 200 | $9.70K | 0.00% | +200 | New |
| Sterling Capital Management LLC | 183 | $8.88K | 0.00% | −146−44.4% | Reduced |
| Rothschild Investment LLC | 177 | $8.59K | 0.00% | −46−20.6% | Reduced |
| SJS Investment Consulting Inc. | 152 | $7.37K | 0.00% | +142+1,420.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 149 | $7.23K | 0.00% | +46+44.7% | Added |
| Private Wealth Management Group, LLC | 135 | $6.55K | 0.00% | +125+1,250.0% | Added |
| Kemnay Advisory Services Inc. | 130 | $6.31K | 0.00% | −513−79.8% | Reduced |
| International Assets Investment Management, LLC | 100 | $5.08K | 0.00% | +8+8.7% | Added |
| Bell Investment Advisors, Inc | 87 | $4.22K | 0.00% | +20+29.9% | Added |
| Clearstead Advisors, LLC | 85 | $4.13K | 0.00% | +85 | New |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $3.54K | 0.00% | +73 | New |
| Financial Network Wealth Advisors LLC | 68 | $3.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 56 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 42 | $2.05K | 0.00% | +42 | New |
| Globeflex Capital L P | 41 | $1.99K | 0.00% | +41 | New |
| Signaturefd, LLC | 38 | $1.84K | 0.00% | −260−87.2% | Reduced |
| MV Capital Management, Inc. | 37 | $1.79K | 0.00% | +35+1,750.0% | Added |
| Massmutual Trust Co FSB | 34 | $1.65K | 0.00% | +4+13.3% | Added |
| Bare Financial Services, Inc | 30 | $1.46K | 0.00% | +30 | New |
| Toronto Dominion Bank | 25 | $1.21K | 0.00% | −3,161−99.2% | Reduced |
| Marquette Asset Management, LLC | 24 | $1.17K | 0.00% | −10−29.4% | Reduced |
| Godfrey Financial Associates, Inc. | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $1.02K | 0.00% | −10−32.3% | Reduced |
| Rialto Wealth Management, LLC | 21 | $1.02K | 0.00% | +20+2,000.0% | Added |
| Cornerstone Financial Management LLC | 21 | $1.02K | 0.00% | +21 | New |
| Salem Investment Counselors Inc | 20 | $971 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $970 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $874 | 0.00% | −3−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18 | $873 | 0.00% | +18 | New |
| Activest Wealth Management | 17 | $825 | 0.00% | +17 | New |
| Simplex Trading, LLC | 15 | $727 | 0.00% | +15 | New |
| Zions Bancorporation, National Association | 13 | $631 | 0.00% | +13 | New |
| Action Point Financial Planning, LLC | 14 | $631 | 0.00% | +14 | New |
| Basecamp Wealth Advisors LLC | 11 | $534 | 0.00% | −45−80.4% | Reduced |
| Silver Grove Financial Group, Inc. | 7 | $340 | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 6 | $291 | 0.00% | −3−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $243 | 0.00% | −6−54.5% | Reduced |
| Fortitude Family Office, LLC | 5 | $243 | 0.00% | −4−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $243 | 0.00% | +3+150.0% | Added |
| CVA Family Office, LLC | 4 | $194 | 0.00% | −28−87.5% | Reduced |
| Creative Capital Management Investments LLC | 4 | $194 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $156 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $146 | 0.00% | +2+200.0% | Added |
| HFM Investment Advisors, LLC | 3 | $146 | 0.00% | +3 | New |