WorkivaWK
13F holders, Q1 2024 (March 31)302holders
6famous investors
$84.91avg. 13F price*
At the end of Q1 2024, 302 institutions reported holding Workiva Inc. (WK) in their 13F filings. The largest holders were Vanguard Group Inc. ($439.8M), BlackRock Inc. ($349.8M) and FMR LLC ($282.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.4M |
| Exits | 54 | $74.5M |
Ownership 302 holders
| Vanguard Group Inc. | 0.01% | Add +3.6% | 5,185,929 | $439.8M |
| BlackRock Inc. | 0.01% | Add +2.0% | 4,125,542 | $349.8M |
| FMR LLC | 0.02% | Add +36.7% | 3,326,865 | $282.1M |
| Macquarie Group Ltd. | 0.20% | Add +0.5% | 2,042,159 | $173.2M |
| Riverbridge Partners LLC | 2.02% | Reduce -2.9% | 1,947,638 | $165.2M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +8.6% | 1,702,889 | $144.4M |
| JPMorgan Chase & Co. | 0.01% | Add +15.2% | 1,649,142 | $139.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.6% | 1,481,295 | $125.6M |
| Champlain Investment Partners, LLC | 0.65% | Add +58.2% | 1,340,114 | $113.6M |
| State Street Corp. | 0.00% | Add +2.1% | 1,191,857 | $101.1M |
| Artisan Partners Limited Partnership | 0.14% | Reduce -8.6% | 1,165,815 | $98.9M |
| Conestoga Capital Advisors, LLC | 1.42% | Add +21.4% | 1,156,215 | $98.0M |
| Brown Advisory Inc. | 0.12% | Reduce -0.3% | 1,090,360 | $92.5M |
| Brown Capital Management LLC | 1.58% | Reduce -17.1% | 1,054,680 | $89.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.8% | 1,050,942 | $89.1M |
| First Trust Advisors LP | 0.07% | Add +22.2% | 766,217 | $65.0M |
| Mairs & Power Inc. | 0.62% | Reduce -1.5% | 757,234 | $64.2M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.0% | 687,126 | $58.3M |
| DF Dent & Co. Inc. | 0.68% | Add +32.8% | 656,094 | $55.6M |
| Renaissance Technologies | 0.08% | Reduce -1.1% | 610,900 | $51.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.2% | 589,784 | $50.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +0.1% | 564,792 | $47.9M |
| Norges Bank | 0.01% | Reduce -12.4% | 492,073 | $41.7M |
| New York State Common Retirement Fund | 0.05% | Reduce -2.6% | 431,029 | $36.6M |
| UBS Group AG | 0.01% | Add +20.4% | 410,782 | $34.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.1% | 403,815 | $34.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +29.9% | 349,789 | $34.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +17.2% | 401,662 | $34.1M |
| TimesSquare Capital Management, LLC | 0.49% | Reduce -5.2% | 397,032 | $33.7M |
| Aberdeen Group plc | 0.07% | Reduce -2.4% | 395,258 | $33.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.8% | 390,939 | $33.2M |
| Granahan Investment Management, LLC | 1.15% | Reduce -8.1% | 385,044 | $32.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -2.8% | 372,185 | $31.6M |
| Deutsche Bank AG | 0.01% | Reduce -1.3% | 369,538 | $31.3M |
| Millennium Management | 0.03% | Reduce -11.0% | 359,524 | $30.5M |
| William Blair Investment Management, LLC | 0.08% | Add +6.1% | 348,827 | $29.6M |
| Bank of America Corp. | 0.00% | Add +1.9% | 345,553 | $29.3M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 343,729 | $29.1M |
| Morgan Stanley | 0.00% | Add +10.9% | 291,260 | $24.7M |
| Ranger Investment Management, L.P. | 1.46% | Reduce -32.1% | 267,849 | $22.7M |
| Sei Investments Co. | 0.03% | Reduce -4.1% | 245,368 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 235,354 | $20.0M |
| Bessemer Group Inc. | 0.03% | Add +10.0% | 209,692 | $17.8M |
| Swedbank AB | 0.02% | Add +60.3% | 190,800 | $16.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.24% | Reduce -47.3% | 190,000 | $16.1M |
| Squarepoint Ops LLC | 0.06% | Add +0.4% | 172,829 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.2% | 142,230 | $12.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -22.0% | 141,961 | $12.0M |
| Impax Asset Management Group plc | 0.04% | No change | 136,086 | $11.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -28.7% | 130,985 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 118,306 | $10.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -29.9% | 110,445 | $9.4M |
| AXA S.A. | 0.03% | Add +0.7% | 105,839 | $9.0M |
| Credit Suisse AG/ | 0.01% | Reduce -1.6% | 103,599 | $8.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.9% | 99,409 | $8.4M |
| Balyasny Asset Management L.P. | 0.02% | Add +288.3% | 97,559 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.7% | 97,539 | $8.3M |
| Swiss National Bank | 0.01% | Add +1.0% | 94,121 | $8.0M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 91,374 | $7.7M |
| Comerica Bank | 0.03% | Add +23.8% | 87,999 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -40.3% | 83,884 | $7.1M |
| Man Group plc | 0.02% | Reduce -27.4% | 82,250 | $7.0M |
| Jane Street Group, LLC | 0.01% | Reduce -7.1% | 80,703 | $6.8M |
| Tensile Capital Management LP | 0.74% | New | 80,000 | $6.8M |
| Oppenheimer Asset Management Inc. | 0.10% | Reduce -6.0% | 79,637 | $6.8M |
| Barclays PLC | 0.00% | Reduce -10.5% | 78,880 | $6.7M |
| Federated Hermes, Inc. | 0.02% | Reduce -28.9% | 77,929 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +15.7% | 76,702 | $6.5M |
| Kopp LeRoy C | 3.70% | — | 76,427 | $6.5M |
| Kopp Family Office, LLC | 3.70% | Add +0.1% | 76,427 | $6.5M |
| EULAV Asset Management | 0.18% | No change | 76,400 | $6.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -39.6% | 73,500 | $6.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 72,166 | $6.1M |
| Voya Investment Management LLC | 0.01% | Add +50.5% | 72,008 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -25.3% | 71,256 | $6.0M |
| Ingalls & Snyder LLC | 0.27% | Add +41.8% | 70,740 | $6.0M |
| Wellington Management Group LLP | 0.00% | Reduce -56.8% | 67,735 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +5.6% | 65,390 | $5.5M |
| King Luther Capital Management Corp. | 0.03% | Reduce -1.9% | 65,208 | $5.5M |
| Advantage Alpha Capital Partners LP | 1.02% | Reduce -7.5% | 64,233 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.7% | 63,598 | $5.4M |
| Engineers Gate Manager LP | 0.14% | Add +157.0% | 63,456 | $5.4M |
| Orser Capital Management, LLC | 4.68% | Add +1.1% | 58,878 | $5.0M |
| Holocene Advisors, LP | 0.02% | Add +433.3% | 56,842 | $4.8M |
| Point72 Asset Management | 0.01% | New | 52,706 | $4.5M |
| Raymond James & Associates | 0.00% | Add +47.7% | 51,814 | $4.4M |
| Stifel Financial Corp. | 0.01% | Add +5.7% | 51,516 | $4.4M |
| BNP Paribas Financial Markets | 0.01% | Add +9.9% | 50,689 | $4.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | New | 50,000 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 48,606 | $4.1M |
| California State Teachers Retirement System | 0.01% | Reduce -4.9% | 47,886 | $4.1M |
| Next Century Growth Investors LLC | 0.35% | Add +3.6% | 47,845 | $4.1M |
| Burney Co./ | 0.14% | New | 43,373 | $3.7M |
| Moody Aldrich Partners LLC | 0.60% | Reduce -7.8% | 41,733 | $3.5M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.9% | 41,648 | $3.5M |
| Trexquant Investment LP | 0.07% | Reduce -6.3% | 39,527 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +10.0% | 39,500 | $3.3M |
| SQN Investors LP | 2.15% | New | 39,300 | $3.3M |
| AQR Capital Management | 0.01% | Add +3.3% | 37,190 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.9% | 36,516 | $3.1M |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.