WorkivaWK
13F holders, Q1 2025 (March 31)329holders +14
59new positions
45sold out
4famous investors
$75.89avg. 13F price*
At the end of Q1 2025, 329 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 14 from Q4 2024. 59 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($451.1M), BlackRock, Inc. ($398.7M) and T. Rowe Price Investment Management, Inc. ($215.2M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $149.7M |
| Exits | 45 | $217.5M |
All 13F filers, Q4 2024 → Q1 2025: 6,570,087 shares bought and 6,602,881 shares sold, net −32,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Vanguard Group Inc. | 0.01% | Add +2.5% | 5,942,371 | $451.1M |
| BlackRock, Inc. | 0.01% | Reduce -1.2% | 5,251,856 | $398.7M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +32.0% | 2,834,723 | $215.2M |
| FMR LLC | 0.01% | Reduce -13.6% | 2,732,039 | $207.4M |
| Riverbridge Partners LLC | 1.87% | Reduce -6.7% | 1,536,450 | $116.6M |
| Macquarie Group Ltd. | 0.14% | Reduce -29.1% | 1,489,785 | $113.1M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,309,232 | $99.4M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 1,203,052 | $91.3M |
| Conestoga Capital Advisors, LLC | 1.35% | Add +1.2% | 1,179,179 | $89.5M |
| First Trust Advisors LP | 0.06% | Add +16.6% | 960,674 | $72.9M |
| Nordea Investment Management AB | 0.07% | Add +72.0% | 935,296 | $70.3M |
| Eminence Capital, LP | 1.08% | New | 855,000 | $64.9M |
| Loomis Sayles & Co. L P | 0.09% | Reduce -2.1% | 797,183 | $60.5M |
| Alliancebernstein L.P. | 0.02% | Add +1177.5% | 780,130 | $59.2M |
| Mairs & Power Inc. | 0.58% | Add +0.7% | 738,824 | $56.1M |
| Brown Capital Management LLC | 1.59% | Reduce -9.9% | 695,479 | $52.8M |
| Artisan Partners Limited Partnership | 0.08% | Add +12.6% | 658,523 | $50.0M |
| Nuveen, LLC | 0.01% | — | 629,106 | $47.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +32.4% | 620,704 | $47.1M |
| Invesco Ltd. | 0.01% | Add +28.7% | 612,138 | $46.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 592,637 | $45.0M |
| Norges Bank | 0.01% | Add +7.8% | 587,735 | $44.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.6% | 546,341 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -49.3% | 513,145 | $39.0M |
| Bank of America Corp. | 0.00% | Add +11.4% | 476,466 | $36.2M |
| TimesSquare Capital Management, LLC | 0.58% | Reduce -15.6% | 472,851 | $35.9M |
| Renaissance Technologies | 0.05% | Add +11.2% | 461,011 | $35.0M |
| UBS Group AG | 0.01% | Reduce -15.4% | 451,495 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 430,462 | $32.7M |
| New York State Common Retirement Fund | 0.04% | Add +8.7% | 358,687 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.0% | 342,782 | $26.0M |
| Woodline Partners LP | 0.15% | Add +3386.6% | 300,513 | $22.8M |
| Two Sigma Investments, LP | 0.05% | Add +163.4% | 296,108 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 288,404 | $21.9M |
| Balyasny Asset Management L.P. | 0.05% | Add +47.1% | 277,164 | $21.0M |
| Aberdeen Group plc | 0.04% | Add +10.3% | 252,639 | $19.2M |
| Millennium Management | 0.02% | Add +44.5% | 237,746 | $18.0M |
| Ranger Investment Management, L.P. | 1.28% | Reduce -52.9% | 235,545 | $17.9M |
| Morgan Stanley | 0.00% | Reduce -19.3% | 216,647 | $16.4M |
| Tensile Capital Management LP | 2.08% | Reduce -9.7% | 215,269 | $16.3M |
| Sei Investments Co. | 0.02% | Reduce -10.8% | 183,749 | $13.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +35.7% | 181,898 | $13.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +99.7% | 178,336 | $13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 176,880 | $13.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +1.4% | 174,625 | $13.3M |
| Two Sigma Advisers, LP | 0.03% | Add +313.0% | 174,300 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 173,141 | $13.1M |
| Trexquant Investment LP | 0.15% | Add +95.9% | 171,308 | $13.0M |
| Citadel Advisors | 0.01% | Add +218.9% | 158,980 | $12.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -27.7% | 157,363 | $11.9M |
| LMR Partners LLP | 0.32% | Add +2.7% | 151,500 | $11.5M |
| Silvercrest Asset Management Group LLC | 0.07% | New | 135,012 | $10.2M |
| AXA S.A. | 0.03% | Add +47.2% | 134,049 | $10.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +22.1% | 131,092 | $10.0M |
| Jane Street Group, LLC | 0.02% | Add +1862.2% | 125,247 | $9.5M |
| Impax Asset Management Group plc | 0.05% | No change | 113,586 | $8.6M |
| Fred Alger Management, LLC | 0.05% | New | 111,870 | $8.5M |
| Kopp Family Office, LLC | 5.84% | Reduce -0.2% | 111,328 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Add +6.3% | 110,723 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.0% | 109,681 | $8.3M |
| Twinbeech Capital LP | 0.14% | New | 104,824 | $8.0M |
| Comerica Bank | 0.03% | Add +17.0% | 104,277 | $7.9M |
| Jump Financial, LLC | 0.12% | New | 102,985 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -3.1% | 102,133 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Add +131.2% | 101,956 | $7.7M |
| SummitTX Capital, L.P. | 0.33% | — | 99,051 | $7.5M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 94,921 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 92,933 | $7.1M |
| Barclays PLC | 0.00% | Reduce -22.3% | 90,149 | $6.8M |
| Deutsche Bank AG | 0.00% | Reduce -77.8% | 85,566 | $6.5M |
| Polar Asset Management Partners Inc. | 0.30% | Add +60.5% | 85,375 | $6.5M |
| Jain Global LLC | 0.13% | Reduce -60.4% | 85,300 | $6.5M |
| AQR Capital Management | 0.01% | Add +86.5% | 84,900 | $6.4M |
| California Public Employees Retirement System | 0.00% | Reduce -58.2% | 81,855 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Add +36.8% | 80,533 | $6.1M |
| Mutual of America Capital Management LLC | 0.07% | Add +8.9% | 77,284 | $5.9M |
| EULAV Asset Management | 0.14% | No change | 76,400 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +4.1% | 74,495 | $5.7M |
| Nicholas Company, Inc. | 0.10% | Reduce -0.0% | 74,031 | $5.6M |
| Ingalls & Snyder LLC | 0.18% | Add +0.6% | 73,217 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +14.5% | 73,126 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -2.1% | 71,717 | $5.4M |
| Summit Creek Advisors LLC | 0.76% | New | 68,759 | $5.2M |
| King Luther Capital Management Corp. | 0.02% | Reduce -2.9% | 68,335 | $5.2M |
| Verition Fund Management LLC | 0.03% | Add +511.9% | 65,374 | $5.0M |
| Aquatic Capital Management LLC | 0.12% | Add +649.7% | 62,403 | $4.7M |
| Ivy Lane Capital Management, LLC | 2.84% | New | 62,000 | $4.7M |
| Madison Asset Management, LLC | 0.05% | Add +39.4% | 58,261 | $4.4M |
| Advantage Alpha Capital Partners LP | 1.08% | Add +24.0% | 56,523 | $4.4M |
| Marshall Wace, LLP | 0.01% | New | 57,069 | $4.3M |
| Orser Capital Management, LLC | 3.15% | Add +5.2% | 56,462 | $4.3M |
| Engineers Gate Manager LP | 0.07% | Reduce -28.3% | 55,715 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 54,158 | $4.1M |
| Abacus Planning Group, Inc. | 0.70% | Add +2508.6% | 52,954 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -46.8% | 52,831 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 52,534 | $4.0M |
| Acadian Asset Management LLC | 0.01% | New | 52,223 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -25.1% | 48,526 | $3.7M |
| Alamar Capital Management, LLC | 2.15% | Reduce -1.1% | 47,712 | $3.6M |
| TD Asset Management Inc | 0.00% | Reduce -10.0% | 45,974 | $3.5M |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.