WorkivaWK
13F holders, Q3 2024 (September 30)294holders −6
33new positions
40sold out
6famous investors
$79.12avg. 13F price*
At the end of Q3 2024, 294 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 6 from Q2 2024. 33 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($453.3M), BlackRock, Inc. ($400.8M) and FMR LLC ($299.4M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $39.2M |
| Exits | 40 | $117.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,021,518 shares bought and 5,579,057 shares sold, net −1,557,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Vanguard Group Inc. | 0.01% | Add +7.5% | 5,729,254 | $453.3M |
| BlackRock, Inc. | 0.01% | — | 5,066,022 | $400.8M |
| FMR LLC | 0.02% | Add +6.2% | 3,784,035 | $299.4M |
| Macquarie Group Ltd. | 0.18% | Reduce -0.9% | 2,090,045 | $165.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +9.9% | 1,947,801 | $154.1M |
| Riverbridge Partners LLC | 1.85% | Reduce -4.2% | 1,752,259 | $138.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.8% | 1,391,228 | $110.1M |
| State Street Corp. | 0.00% | Add +0.1% | 1,192,459 | $94.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 1,144,826 | $90.6M |
| Conestoga Capital Advisors, LLC | 1.10% | Reduce -13.8% | 1,024,709 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.1% | 1,023,755 | $81.0M |
| Brown Capital Management LLC | 1.56% | Reduce -10.6% | 913,726 | $72.3M |
| Mairs & Power Inc. | 0.62% | Add +6.6% | 835,086 | $66.1M |
| First Trust Advisors LP | 0.06% | Reduce -2.3% | 800,047 | $63.3M |
| Loomis Sayles & Co. L P | 0.08% | Add +13.5% | 728,375 | $57.6M |
| Brown Advisory Inc. | 0.06% | Reduce -36.6% | 647,276 | $51.2M |
| Artisan Partners Limited Partnership | 0.07% | Reduce -22.0% | 618,509 | $48.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +37.5% | 586,519 | $46.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 557,833 | $44.1M |
| Ranger Investment Management, L.P. | 2.55% | Add +89.8% | 502,023 | $39.7M |
| Norges Bank | 0.01% | Add +7.0% | 489,889 | $38.8M |
| TimesSquare Capital Management, LLC | 0.55% | Add +4.3% | 467,769 | $37.0M |
| Renaissance Technologies | 0.06% | Reduce -10.2% | 467,271 | $37.0M |
| UBS Group AG | 0.01% | Add +3.5% | 446,638 | $35.3M |
| Morgan Stanley | 0.00% | Add +52.1% | 446,525 | $35.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 423,782 | $33.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +146.6% | 399,605 | $31.6M |
| William Blair Investment Management, LLC | 0.08% | Add +4.8% | 396,079 | $31.3M |
| Bank of America Corp. | 0.00% | Add +10.7% | 390,555 | $30.9M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 371,272 | $29.4M |
| New York State Common Retirement Fund | 0.04% | Reduce -12.1% | 340,611 | $26.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.4% | 304,808 | $24.1M |
| Tensile Capital Management LP | 2.61% | Reduce -27.2% | 304,605 | $24.1M |
| Millennium Management | 0.02% | Reduce -8.9% | 285,922 | $22.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +44.3% | 270,181 | $21.4M |
| Aberdeen Group plc | 0.04% | Reduce -7.1% | 261,757 | $20.7M |
| Jacobs Levy Equity Management, Inc. | 0.07% | New | 227,498 | $18.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -60.6% | 220,284 | $17.4M |
| Janus Henderson Group PLC | 0.01% | Add +839.8% | 213,831 | $16.9M |
| Sei Investments Co. | 0.02% | Reduce -9.2% | 209,328 | $16.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -19.6% | 205,251 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 190,847 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -54.6% | 179,552 | $14.2M |
| J. Goldman & Co LP | 0.62% | Reduce -40.2% | 179,280 | $14.2M |
| California Public Employees Retirement System | 0.01% | Add +92.4% | 174,498 | $13.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +118.4% | 169,808 | $13.4M |
| Impax Asset Management Group plc | 0.05% | Add +16.5% | 158,586 | $12.5M |
| Assenagon Asset Management S.A. | 0.02% | Add +435.5% | 145,384 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.1% | 140,318 | $11.1M |
| Granahan Investment Management, LLC | 0.43% | Reduce -40.5% | 139,686 | $11.1M |
| Man Group plc | 0.03% | Add +130.4% | 134,711 | $10.7M |
| Barclays PLC | 0.00% | Add +96.9% | 126,901 | $10.0M |
| Tudor Investment Corporation | 0.10% | Add +509.3% | 120,437 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Add +12.5% | 118,073 | $9.3M |
| Kopp Family Office, LLC | 5.63% | No change | 111,708 | $8.8M |
| Woodline Partners LP | 0.07% | Add +469.2% | 106,791 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Add +122.4% | 104,279 | $8.3M |
| Swedbank AB | 0.01% | Reduce -47.6% | 100,000 | $7.9M |
| State of Wisconsin Investment Board | 0.02% | No change | 97,918 | $7.7M |
| Engineers Gate Manager LP | 0.15% | Add +27.5% | 97,081 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -19.7% | 96,628 | $7.6M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 94,621 | $7.5M |
| Citigroup Inc. | 0.01% | Add +34.7% | 93,983 | $7.4M |
| AXA S.A. | 0.02% | Reduce -8.7% | 93,850 | $7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +345.9% | 92,451 | $7.3M |
| Comerica Bank | 0.03% | Reduce -0.5% | 89,401 | $7.1M |
| Voloridge Investment Management, LLC | 0.03% | Add +1154.3% | 89,328 | $7.1M |
| Advantage Alpha Capital Partners LP | 1.58% | Add +13.8% | 87,472 | $6.9M |
| Two Sigma Investments, LP | 0.02% | Add +201.7% | 81,600 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.8% | 80,840 | $6.4M |
| Frontier Capital Management Co. LLC | 0.06% | Add +34.1% | 78,741 | $6.2M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -5.8% | 77,911 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +21.3% | 77,189 | $6.1M |
| EULAV Asset Management | 0.15% | No change | 76,400 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 74,977 | $5.9M |
| Ingalls & Snyder LLC | 0.22% | Reduce -1.3% | 70,353 | $5.6M |
| Mirabella Financial Services LLP | 0.32% | Add +515.4% | 72,302 | $5.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.2% | 70,011 | $5.5M |
| DF Dent & Co. Inc. | 0.07% | Reduce -81.7% | 69,964 | $5.5M |
| Nicholas Company, Inc. | 0.09% | Add +25.4% | 67,533 | $5.3M |
| King Luther Capital Management Corp. | 0.02% | Add +3.2% | 66,580 | $5.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -20.4% | 58,119 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | New | 57,857 | $4.6M |
| Orser Capital Management, LLC | 3.11% | Reduce -3.0% | 54,908 | $4.3M |
| AQR Capital Management | 0.01% | Add +61.5% | 54,875 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Add +138.8% | 54,059 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -54.3% | 54,020 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +24363.8% | 53,331 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -4.6% | 52,656 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 50,721 | $4.0M |
| Alamar Capital Management, LLC | 2.20% | Reduce -0.2% | 50,340 | $4.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 50,000 | $4.0M |
| Trexquant Investment LP | 0.05% | Reduce -11.4% | 47,099 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 45,964 | $3.6M |
| TD Asset Management Inc | 0.00% | Add +12.2% | 44,300 | $3.6M |
| Crestline Management, L.P. | 0.20% | New | 43,954 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 42,868 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.9% | 40,107 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -60.6% | 36,906 | $2.9M |
| Holocene Advisors, LP | 0.01% | Reduce -7.9% | 34,791 | $2.8M |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.