WorkivaWK

13F holders, Q2 2025 (June 30)
312holders −17
34new positions
52sold out
6famous investors
$68.43avg. 13F price*

At the end of Q2 2025, 312 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 17 from Q1 2025. 34 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($426.8M), BlackRock, Inc. ($354.1M) and Eminence Capital, LP ($181.2M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 300Q2 2024Q3 2024: 294Q3 2024Q4 2024: 315Q4 2024Q1 2025: 329Q1 2025Q2 2025: 312Q2 2025Q3 2025: 313Q3 2025Q4 2025: 348Q4 2025Q1 2026: 315Q1 2026Q2 2026: 306Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions34$129.1M
Exits52$144.4M

All 13F filers, Q1 2025 → Q2 2025: 6,238,283 shares bought and 7,267,222 shares sold, net −1,028,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 312 holders

Vanguard Group Inc. 0.01% Add +4.9% 6,235,063 $426.8M
BlackRock, Inc. 0.01% Reduce -1.5% 5,173,196 $354.1M
Eminence Capital, LP 2.67% Add +209.6% 2,646,768 $181.2M
T. Rowe Price Investment Management, Inc. 0.11% Reduce -10.5% 2,536,599 $173.6M
FMR LLC 0.01% Reduce -38.0% 1,693,507 $115.9M
Riverbridge Partners LLC 1.52% Reduce -10.4% 1,375,867 $94.2M
State Street Corp. 0.00% Add +0.9% 1,321,319 $90.4M
Edmond DE Rothschild Holding S.A. 1.41% New 1,295,497 $88.7M
Geode Capital Management, LLC 0.01% Add +0.3% 1,207,108 $82.6M
Conestoga Capital Advisors, LLC 1.18% Reduce -0.8% 1,170,311 $80.1M
First Trust Advisors LP 0.05% Add +0.4% 964,347 $66.0M
Macquarie Group Ltd. 0.08% Reduce -35.4% 961,753 $65.8M
Nordea Investment Management AB 0.06% Reduce -2.9% 907,861 $61.2M
Mairs & Power Inc. 0.51% Add +2.6% 757,819 $51.9M
Brown Capital Management LLC 1.40% Add +0.9% 702,007 $48.1M
Loomis Sayles & Co. L P 0.06% Reduce -19.1% 644,631 $44.1M
Norges Bank 0.01% No change 587,735 $40.2M
Nuveen, LLC 0.01% Reduce -8.8% 573,803 $39.3M
Northern Trust Corp. 0.01% Reduce -5.4% 560,658 $38.4M
UBS Group AG 0.01% Add +22.4% 552,669 $37.8M
Ameriprise Financial Inc. 0.01% Reduce -0.7% 509,333 $34.9M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -20.6% 493,180 $33.8M
TimesSquare Capital Management, LLC 0.45% Reduce -2.8% 459,586 $31.5M
JPMorgan Chase & Co. 0.00% Reduce -16.9% 453,740 $31.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 434,671 $29.8M
Renaissance Technologies 0.04% Reduce -7.8% 424,811 $29.1M
Bank of America Corp. 0.00% Reduce -12.1% 418,993 $28.7M
Woodline Partners LP 0.15% Add +38.3% 415,633 $28.5M
Bank of New York Mellon Corp 0.00% Add +15.6% 333,441 $22.8M
Goldman Sachs Group Inc. 0.00% Reduce -9.9% 308,726 $21.1M
Morgan Stanley 0.00% Add +34.5% 291,430 $19.9M
Royal Bank of Canada 0.00% Add +212.4% 290,294 $19.9M
Millennium Management 0.02% Add +19.9% 285,084 $19.5M
Qube Research & Technologies Ltd 0.02% Add +46.3% 260,900 $17.9M
Jacobs Levy Equity Management, Inc. 0.06% Add +124.5% 229,343 $15.7M
Ranger Investment Management, L.P. 1.07% Reduce -5.1% 223,620 $15.3M
Aberdeen Group plc 0.03% Reduce -12.9% 220,121 $15.1M
Silvercrest Asset Management Group LLC 0.10% Add +62.0% 218,667 $15.0M
New York State Common Retirement Fund 0.02% Reduce -40.5% 213,595 $14.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.1% 205,262 $14.1M
Tensile Capital Management LP 1.57% Reduce -11.9% 189,742 $13.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.1% 181,755 $12.4M
Russell Investments Group, Ltd. 0.02% Add +60.7% 176,229 $12.1M
Jefferies Financial Group Inc. 0.20% Add +4981.3% 169,055 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -3.8% 166,537 $11.4M
AXA S.A. 0.03% Add +18.6% 158,960 $10.9M
Wells Fargo & Company 0.00% Add +325.6% 157,389 $10.8M
Two Sigma Investments, LP 0.02% Reduce -47.2% 156,248 $10.7M
Jain Global LLC 0.17% Add +80.5% 153,923 $10.5M
Tetragon Partners GP Ltd 2.90% New 150,000 $10.3M
Sei Investments Co. 0.01% Reduce -18.4% 149,863 $10.3M
Assenagon Asset Management S.A. 0.02% Reduce -18.4% 148,460 $10.2M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +5.9% 138,881 $9.5M
Voloridge Investment Management, LLC 0.03% Add +180.2% 135,958 $9.3M
Two Sigma Advisers, LP 0.02% Reduce -28.2% 125,100 $8.6M
BNP Paribas Financial Markets 0.01% Add +52.9% 123,169 $8.4M
Barclays PLC 0.00% Add +35.9% 122,534 $8.4M
Impax Asset Management Group plc 0.04% No change 113,586 $7.8M
Comerica Bank 0.03% Add +0.1% 104,354 $7.1M
Engineers Gate Manager LP 0.09% Add +86.7% 104,017 $7.1M
State of Wisconsin Investment Board 0.02% Reduce -6.2% 103,874 $7.1M
Squarepoint Ops LLC 0.02% Add +313.4% 103,606 $7.1M
Kopp Family Office, LLC 4.47% Reduce -9.4% 100,859 $6.9M
AQR Capital Management 0.01% Add +18.6% 100,662 $6.9M
Citigroup Inc. 0.00% Add +90.2% 100,482 $6.9M
Susquehanna International Group, LLP 0.01% Reduce -3.7% 98,224 $6.7M
Summit Creek Advisors LLC 0.91% Add +38.3% 95,108 $6.5M
Swiss National Bank 0.00% Reduce -0.7% 94,221 $6.4M
Susquehanna Portfolio Strategies, LLC 0.14% Add +661.3% 93,851 $6.4M
Mutual of America Capital Management LLC 0.07% Add +20.5% 93,101 $6.4M
Man Group plc 0.01% Add +176.0% 93,010 $6.4M
Acadian Asset Management LLC 0.01% Add +64.8% 86,066 $5.9M
California Public Employees Retirement System 0.00% Add +0.4% 82,197 $5.6M
CIBC Private Wealth Group LLC 0.01% Add +178.2% 81,234 $5.6M
Nicholas Company, Inc. 0.09% Add +9.3% 80,881 $5.5M
King Luther Capital Management Corp. 0.02% Add +16.8% 79,835 $5.5M
Jane Street Group, LLC 0.01% Reduce -36.8% 79,118 $5.4M
Advantage Alpha Capital Partners LP 1.45% Add +38.8% 78,447 $5.4M
Rhumbline Advisers 0.00% Add +3.5% 77,141 $5.3M
Deutsche Bank AG 0.00% Reduce -11.1% 76,035 $5.2M
Edgestream Partners, L.P. 0.14% New 73,306 $5.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.5% 72,062 $4.9M
Oppenheimer Asset Management Inc. 0.05% Reduce -6.0% 67,442 $4.6M
Verition Fund Management LLC 0.03% Add +1.8% 66,518 $4.6M
Madison Asset Management, LLC 0.05% Add +9.4% 63,739 $4.4M
Jump Financial, LLC 0.05% Reduce -41.5% 60,281 $4.1M
Algert Global LLC 0.08% New 59,120 $4.0M
Alliancebernstein L.P. 0.00% Reduce -92.5% 58,823 $4.0M
Topline Capital Management, LLC 0.68% New 58,000 $4.0M
Holocene Advisors, LP 0.01% Add +342.2% 56,008 $3.8M
Legal & General Group Plc 0.00% Add +3.3% 55,961 $3.8M
Trexquant Investment LP 0.04% Reduce -68.0% 54,809 $3.8M
Alamar Capital Management, LLC 2.02% Add +14.2% 54,467 $3.7M
Abacus Planning Group, Inc. 0.54% No change 52,954 $3.6M
Raymond James Financial Inc. 0.00% Reduce -2.5% 51,239 $3.5M
Aquatic Capital Management LLC 0.07% Reduce -19.9% 49,975 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 49,294 $3.4M
Orser Capital Management, LLC 2.39% Reduce -13.2% 48,987 $3.4M
Citadel Advisors 0.00% Reduce -69.7% 48,206 $3.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 46,800 $3.2M

"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.

Show all 312 holders