WorkivaWK
13F holders, Q2 2024 (June 30)300holders −2
41new positions
41sold out
6famous investors
$72.99avg. 13F price*
At the end of Q2 2024, 300 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 2 from Q1 2024. 41 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($389.1M), BlackRock Inc. ($309.5M) and FMR LLC ($260.2M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $52.3M |
| Exits | 41 | $56.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,874,140 shares bought and 3,721,488 shares sold, net −847,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Vanguard Group Inc. | 0.01% | Add +2.8% | 5,330,785 | $389.1M |
| BlackRock Inc. | 0.01% | Add +2.8% | 4,240,063 | $309.5M |
| FMR LLC | 0.02% | Add +7.1% | 3,564,565 | $260.2M |
| Macquarie Group Ltd. | 0.18% | Add +3.3% | 2,108,743 | $153.9M |
| Riverbridge Partners LLC | 1.81% | Reduce -6.0% | 1,829,712 | $133.6M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +4.1% | 1,772,608 | $129.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 1,614,313 | $117.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -14.6% | 1,264,915 | $92.3M |
| State Street Corp. | 0.00% | Reduce -0.0% | 1,191,442 | $87.0M |
| Conestoga Capital Advisors, LLC | 1.30% | Add +2.8% | 1,188,445 | $86.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 1,109,797 | $81.0M |
| Champlain Investment Partners, LLC | 0.49% | Reduce -17.9% | 1,100,774 | $80.3M |
| Brown Capital Management LLC | 1.51% | Reduce -3.1% | 1,022,339 | $74.6M |
| Brown Advisory Inc. | 0.10% | Reduce -6.4% | 1,020,678 | $74.5M |
| First Trust Advisors LP | 0.06% | Add +6.8% | 818,642 | $59.8M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -31.9% | 793,289 | $57.9M |
| Mairs & Power Inc. | 0.55% | Add +3.5% | 783,410 | $57.2M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -6.6% | 641,629 | $46.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 571,644 | $41.7M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.1% | 558,618 | $40.8M |
| Renaissance Technologies | 0.06% | Reduce -14.9% | 520,100 | $38.0M |
| Norges Bank | 0.01% | Reduce -6.9% | 457,981 | $33.4M |
| TimesSquare Capital Management, LLC | 0.51% | Add +13.0% | 448,674 | $32.7M |
| UBS Group AG | 0.01% | Add +5.0% | 431,392 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +6.2% | 426,672 | $31.1M |
| Tensile Capital Management LP | 3.37% | Add +422.9% | 418,321 | $30.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.4% | 417,360 | $30.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 395,301 | $28.9M |
| Bank of New York Mellon Corp | 0.01% | Add +14.3% | 392,951 | $28.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -10.1% | 387,571 | $28.3M |
| DF Dent & Co. Inc. | 0.36% | Reduce -41.7% | 382,697 | $27.9M |
| William Blair Investment Management, LLC | 0.07% | Add +8.3% | 377,832 | $27.6M |
| Deutsche Bank AG | 0.01% | Reduce -1.6% | 363,492 | $26.5M |
| Bank of America Corp. | 0.00% | Add +2.1% | 352,799 | $25.8M |
| Millennium Management | 0.02% | Reduce -12.7% | 313,866 | $22.9M |
| J. Goldman & Co LP | 0.81% | New | 299,615 | $21.9M |
| Morgan Stanley | 0.00% | Add +0.8% | 293,624 | $21.4M |
| Aberdeen Group plc | 0.04% | Reduce -28.7% | 281,654 | $20.6M |
| Ranger Investment Management, L.P. | 1.31% | Reduce -1.3% | 264,449 | $19.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | — | 255,182 | $18.6M |
| Bessemer Group Inc. | 0.03% | Add +15.1% | 241,435 | $17.6M |
| Granahan Investment Management, LLC | 0.69% | Reduce -39.1% | 234,661 | $17.1M |
| Sei Investments Co. | 0.02% | Reduce -6.1% | 230,398 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.9% | 219,218 | $16.0M |
| Swedbank AB | 0.02% | No change | 190,800 | $13.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +91.9% | 187,221 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.0% | 162,079 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +145.5% | 156,117 | $11.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -59.6% | 150,428 | $11.0M |
| Impax Asset Management Group plc | 0.04% | No change | 136,086 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 120,395 | $8.8M |
| Citadel Advisors | 0.01% | Add +2243.6% | 118,188 | $8.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -31.7% | 118,106 | $8.6M |
| Kopp Family Office, LLC | 5.06% | Add +46.2% | 111,708 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -26.1% | 104,951 | $7.7M |
| AXA S.A. | 0.02% | Reduce -2.8% | 102,832 | $7.5M |
| Burney Co./ | 0.28% | Add +130.7% | 100,056 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.5% | 97,918 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.0% | 95,021 | $6.9M |
| Jane Street Group, LLC | 0.01% | Add +16.1% | 93,662 | $6.8M |
| California Public Employees Retirement System | 0.00% | Reduce -0.7% | 90,697 | $6.6M |
| Comerica Bank | 0.03% | Add +2.1% | 89,854 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +23.0% | 87,676 | $6.4M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +3.8% | 82,680 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -20.3% | 77,763 | $5.7M |
| Advantage Alpha Capital Partners LP | 1.22% | Add +19.6% | 76,828 | $5.6M |
| EULAV Asset Management | 0.15% | No change | 76,400 | $5.6M |
| Engineers Gate Manager LP | 0.13% | Add +20.0% | 76,138 | $5.6M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +501.4% | 75,484 | $5.5M |
| Rhumbline Advisers | 0.01% | Add +3.5% | 74,660 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.5% | 74,046 | $5.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -6.3% | 73,053 | $5.3M |
| Twinbeech Capital LP | 0.10% | New | 71,496 | $5.2M |
| Ingalls & Snyder LLC | 0.23% | Add +0.7% | 71,249 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -1.4% | 70,969 | $5.2M |
| Citigroup Inc. | 0.00% | Add +184.2% | 69,757 | $5.1M |
| King Luther Capital Management Corp. | 0.02% | Reduce -1.1% | 64,501 | $4.7M |
| Barclays PLC | 0.00% | Reduce -18.3% | 64,453 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 63,619 | $4.6M |
| Frontier Capital Management Co. LLC | 0.04% | New | 58,713 | $4.3M |
| Man Group plc | 0.01% | Reduce -28.9% | 58,460 | $4.3M |
| Orser Capital Management, LLC | 3.11% | Reduce -3.8% | 56,633 | $4.1M |
| Raymond James & Associates | 0.00% | Add +6.5% | 55,170 | $4.0M |
| Nicholas Company, Inc. | 0.07% | New | 53,833 | $3.9M |
| Trexquant Investment LP | 0.06% | Add +34.5% | 53,148 | $3.9M |
| Alamar Capital Management, LLC | 2.23% | — | 50,430 | $3.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 50,000 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 49,838 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 47,321 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.5% | 46,886 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 44,033 | $3.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.8% | 40,466 | $3.0M |
| TD Asset Management Inc | 0.00% | No change | 39,500 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -46.8% | 39,100 | $2.9M |
| Holocene Advisors, LP | 0.01% | Reduce -33.5% | 37,774 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +2.3% | 37,358 | $2.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -71.9% | 36,848 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 34,293 | $2.5M |
| AQR Capital Management | 0.00% | Reduce -8.7% | 33,967 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Add +0.9% | 33,803 | $2.5M |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.