WorkivaWK
13F holders, Q4 2024 (December 31)315holders +21
50new positions
35sold out
7famous investors
$109.51avg. 13F price*
At the end of Q4 2024, 315 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 21 from Q3 2024. 50 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($635.1M), BlackRock, Inc. ($581.9M) and FMR LLC ($346.3M). 7 famous investors held it, including Lee Ainslie (0.6% of Maverick Capital's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $266.6M |
| Exits | 35 | $48.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,727,517 shares bought and 3,851,349 shares sold, net +876,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Vanguard Group Inc. | 0.01% | Add +1.2% | 5,800,074 | $635.1M |
| BlackRock, Inc. | 0.01% | Add +4.9% | 5,314,050 | $581.9M |
| FMR LLC | 0.02% | Reduce -16.4% | 3,162,803 | $346.3M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +10.3% | 2,148,021 | $235.2M |
| Macquarie Group Ltd. | 0.28% | Add +0.5% | 2,100,796 | $230.0M |
| Riverbridge Partners LLC | 2.46% | Reduce -6.0% | 1,646,325 | $180.3M |
| State Street Corp. | 0.01% | Add +10.5% | 1,317,208 | $144.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.4% | 1,176,397 | $128.8M |
| Conestoga Capital Advisors, LLC | 1.69% | Add +13.7% | 1,165,019 | $127.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 1,145,813 | $125.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.1% | 1,012,594 | $110.9M |
| First Trust Advisors LP | 0.08% | Add +3.0% | 824,219 | $90.3M |
| Loomis Sayles & Co. L P | 0.11% | Add +11.8% | 814,582 | $89.2M |
| Brown Capital Management LLC | 1.96% | Reduce -15.5% | 771,962 | $84.5M |
| Mairs & Power Inc. | 0.78% | Reduce -12.1% | 734,030 | $80.4M |
| Northern Trust Corp. | 0.01% | Add +6.9% | 596,466 | $65.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +0.3% | 588,428 | $64.4M |
| Artisan Partners Limited Partnership | 0.10% | Reduce -5.5% | 584,701 | $64.0M |
| TimesSquare Capital Management, LLC | 0.89% | Add +19.7% | 559,961 | $61.3M |
| Nordea Investment Management AB | 0.06% | New | 543,753 | $59.9M |
| Norges Bank | 0.01% | Add +11.3% | 544,989 | $59.7M |
| UBS Group AG | 0.01% | Add +19.5% | 533,804 | $58.5M |
| Ranger Investment Management, L.P. | 3.46% | Reduce -0.4% | 500,163 | $54.8M |
| Invesco Ltd. | 0.01% | Add +1631.0% | 475,663 | $52.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 468,977 | $51.4M |
| William Blair Investment Management, LLC | 0.12% | Add +12.5% | 445,628 | $48.8M |
| Bank of America Corp. | 0.00% | Add +9.5% | 427,529 | $46.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 427,405 | $46.8M |
| Renaissance Technologies | 0.07% | Reduce -11.3% | 414,511 | $45.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.3% | 412,925 | $45.2M |
| Deutsche Bank AG | 0.02% | Add +3.6% | 384,507 | $42.1M |
| Brown Advisory Inc. | 0.05% | Reduce -42.5% | 372,257 | $40.8M |
| New York State Common Retirement Fund | 0.05% | Reduce -3.1% | 330,075 | $36.1M |
| Point72 Asset Management | 0.09% | New | 300,116 | $32.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.8% | 293,096 | $32.1M |
| Maverick Capital | 0.55% | New | 280,017 | $30.7M |
| Morgan Stanley | 0.00% | Reduce -39.9% | 268,398 | $29.4M |
| Tensile Capital Management LP | 2.71% | Reduce -21.8% | 238,321 | $26.1M |
| Aberdeen Group plc | 0.05% | Reduce -12.5% | 228,980 | $25.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.2% | 217,681 | $23.8M |
| Jain Global LLC | 0.71% | — | 215,398 | $23.6M |
| Janus Henderson Group PLC | 0.01% | Add +0.0% | 213,908 | $23.4M |
| Sei Investments Co. | 0.03% | Reduce -1.6% | 205,884 | $22.5M |
| California Public Employees Retirement System | 0.01% | Add +12.2% | 195,859 | $21.4M |
| Balyasny Asset Management L.P. | 0.05% | Add +11.0% | 188,418 | $20.6M |
| Engle Capital Management, L.P. | 6.09% | New | 186,000 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 185,634 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.3% | 181,478 | $19.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -16.1% | 172,202 | $18.9M |
| Millennium Management | 0.02% | Reduce -42.5% | 164,480 | $18.0M |
| LMR Partners LLP | 0.37% | New | 147,500 | $16.2M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -7.8% | 134,019 | $14.7M |
| Barclays PLC | 0.01% | Reduce -8.6% | 115,975 | $12.7M |
| Impax Asset Management Group plc | 0.06% | Reduce -28.4% | 113,586 | $12.4M |
| Two Sigma Investments, LP | 0.03% | Add +37.8% | 112,429 | $12.3M |
| Kopp Family Office, LLC | 7.74% | Reduce -0.1% | 111,588 | $12.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -37.9% | 111,457 | $12.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +16.1% | 107,335 | $11.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -53.6% | 105,455 | $11.5M |
| Allianz Asset Management GmbH | 0.02% | Add +81.9% | 105,242 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Add +6.4% | 104,214 | $11.4M |
| Swedbank AB | 0.01% | No change | 100,000 | $10.9M |
| Citigroup Inc. | 0.01% | Add +5.6% | 99,259 | $10.9M |
| Swiss National Bank | 0.01% | Add +1.5% | 96,021 | $10.5M |
| Granahan Investment Management, LLC | 0.43% | Reduce -33.0% | 93,513 | $10.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 91,179 | $10.0M |
| AXA S.A. | 0.03% | Reduce -3.0% | 91,045 | $10.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -67.0% | 89,303 | $9.8M |
| Comerica Bank | 0.04% | Reduce -0.3% | 89,130 | $9.8M |
| Trexquant Investment LP | 0.11% | Add +85.6% | 87,428 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.8% | 86,359 | $9.5M |
| Aristeia Capital, L.L.C. | 0.61% | New | 81,800 | $9.0M |
| Frontier Capital Management Co. LLC | 0.08% | Reduce -0.2% | 78,600 | $8.6M |
| Engineers Gate Manager LP | 0.15% | Reduce -20.0% | 77,653 | $8.5M |
| EULAV Asset Management | 0.20% | No change | 76,400 | $8.4M |
| Nicholas Company, Inc. | 0.13% | Add +9.7% | 74,056 | $8.1M |
| Oppenheimer Asset Management Inc. | 0.10% | Reduce -6.0% | 73,231 | $8.0M |
| Ingalls & Snyder LLC | 0.31% | Add +3.5% | 72,819 | $8.0M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 71,574 | $7.8M |
| Mutual of America Capital Management LLC | 0.08% | Add +31.2% | 70,940 | $7.8M |
| King Luther Capital Management Corp. | 0.03% | Add +5.7% | 70,360 | $7.7M |
| Untitled Investments LP | 1.86% | New | 69,841 | $7.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -27.5% | 64,796 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -14.8% | 63,877 | $7.0M |
| Castleark Management LLC | 0.24% | New | 62,100 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.9% | 61,068 | $6.7M |
| Walleye Capital LLC | 0.07% | Add +117.3% | 59,304 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -43.6% | 58,853 | $6.4M |
| Man Group plc | 0.02% | Reduce -58.6% | 55,789 | $6.1M |
| Orser Capital Management, LLC | 4.04% | Reduce -2.3% | 53,658 | $5.9M |
| Polar Asset Management Partners Inc. | 0.11% | New | 53,200 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 53,173 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 52,588 | $5.8M |
| TD Asset Management Inc | 0.00% | Add +15.3% | 51,086 | $5.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | No change | 50,000 | $5.5M |
| Citadel Advisors | 0.01% | Add +294.6% | 49,849 | $5.5M |
| Alamar Capital Management, LLC | 2.89% | Reduce -4.2% | 48,245 | $5.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 47,584 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -0.4% | 45,785 | $5.0M |
| Advantage Alpha Capital Partners LP | 1.18% | Reduce -47.9% | 45,570 | $5.0M |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.