WorkivaWK

13F holders, Q3 2025 (September 30)
313holders +1
52new positions
51sold out
7famous investors
$85.68avg. 13F price*

At the end of Q3 2025, 313 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 1 from Q2 2025. 52 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($540.7M), BlackRock, Inc. ($375.9M) and Eminence Capital, LP ($320.5M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions52$382.0M
Exits51$106.7M

All 13F filers, Q2 2025 → Q3 2025: 10,318,950 shares bought and 7,550,116 shares sold, net +2,768,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

Vanguard Group Inc. 0.01% Add +0.7% 6,281,317 $540.7M
BlackRock, Inc. 0.01% Reduce -15.6% 4,367,099 $375.9M
Eminence Capital, LP 4.71% Add +40.7% 3,723,546 $320.5M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -37.1% 1,594,441 $137.3M
Macquarie Group Ltd. 0.16% Add +81.3% 1,743,391 $133.1M
T. Rowe Price Associates Inc. 0.01% Add +2925.6% 1,491,423 $128.4M
Nordea Investment Management AB 0.10% Add +50.7% 1,368,401 $115.6M
State Street Corp. 0.00% Reduce -0.8% 1,310,831 $112.8M
Riverbridge Partners LLC 1.88% Reduce -6.2% 1,290,870 $111.1M
Edmond DE Rothschild Holding S.A. 1.68% Reduce -2.5% 1,262,561 $108.7M
FMR LLC 0.01% Reduce -27.7% 1,224,439 $105.4M
Geode Capital Management, LLC 0.01% Reduce -0.8% 1,197,223 $103.1M
Morgan Stanley 0.01% Add +258.8% 1,045,534 $90.0M
Hotchkis & Wiley Capital Management LLC 0.27% New 1,025,660 $88.3M
Conestoga Capital Advisors, LLC 1.38% Reduce -14.9% 996,187 $85.8M
First Trust Advisors LP 0.05% Reduce -15.7% 812,760 $70.0M
Fuller & Thaler Asset Management, Inc. 0.23% New 802,051 $69.0M
Point72 Asset Management 0.16% New 791,646 $68.1M
UBS Group AG 0.01% Add +40.8% 778,118 $67.0M
Mairs & Power Inc. 0.61% Reduce -0.1% 757,063 $65.2M
Nuveen, LLC 0.01% Reduce -4.7% 547,140 $47.1M
Northern Trust Corp. 0.01% Reduce -3.1% 543,031 $46.7M
Arrowstreet Capital, Limited Partnership 0.03% Add +6.2% 523,808 $45.1M
TimesSquare Capital Management, LLC 0.63% Add +11.7% 513,503 $44.2M
Irenic Capital Management LP 9.06% New 497,010 $42.8M
Loomis Sayles & Co. L P 0.05% Reduce -23.8% 490,936 $42.3M
Brown Capital Management LLC 1.64% Reduce -34.3% 461,360 $39.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.7% 431,694 $37.2M
Pembroke Management, LTD 3.59% New 420,361 $36.2M
Bank of America Corp. 0.00% Reduce -1.0% 414,809 $35.7M
Renaissance Technologies 0.05% Reduce -3.4% 410,511 $35.3M
Ameriprise Financial Inc. 0.01% Reduce -20.5% 404,932 $34.9M
JPMorgan Chase & Co. 0.00% Reduce -14.6% 387,615 $33.4M
Readystate Asset Management LP 3.11% New 371,224 $32.0M
Jefferies Financial Group Inc. 0.28% Add +105.2% 346,809 $29.9M
Goldman Sachs Group Inc. 0.00% Add +5.7% 326,184 $28.1M
Ranger Investment Management, L.P. 1.87% Add +39.5% 312,045 $26.9M
Silvercrest Asset Management Group LLC 0.17% Add +36.3% 298,134 $25.7M
Royal Bank of Canada 0.00% Add +2.5% 297,560 $25.6M
Bank of New York Mellon Corp 0.00% Reduce -28.8% 237,430 $20.4M
Algert Global LLC 0.33% Add +288.3% 229,559 $19.8M
Aberdeen Group plc 0.03% Add +5.3% 231,772 $19.7M
Jain Global LLC 0.23% Add +26.0% 193,941 $16.7M
AQR Capital Management 0.01% Add +85.8% 187,083 $16.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -10.1% 163,399 $14.1M
Envestnet Asset Management Inc. 0.00% Reduce -3.9% 160,100 $13.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +12.3% 156,029 $13.4M
AXA Investment Managers S.A. 0.04% — 153,098 $13.2M
Tetragon Partners GP Ltd 3.12% No change 150,000 $12.9M
Impax Asset Management Group plc 0.07% Add +19.8% 136,086 $11.7M
Sei Investments Co. 0.01% Reduce -10.3% 134,502 $11.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -40.7% 121,693 $10.5M
Russell Investments Group, Ltd. 0.01% Reduce -32.3% 119,293 $10.3M
Comerica Bank 0.04% Add +12.6% 117,488 $10.1M
Squarepoint Ops LLC 0.02% Add +11.5% 115,529 $9.9M
State of Wisconsin Investment Board 0.02% Add +0.1% 104,021 $9.0M
Mutual of America Capital Management LLC 0.09% Add +4.0% 96,802 $8.3M
Swiss National Bank 0.00% Add +1.4% 95,521 $8.2M
Barclays PLC 0.00% Reduce -24.7% 92,235 $7.9M
Summit Creek Advisors LLC 1.11% Reduce -7.2% 88,241 $7.6M
Praesidium Investment Management Company, LLC 1.48% New 87,921 $7.6M
California Public Employees Retirement System 0.00% Add +0.2% 82,329 $7.1M
Nicholas Company, Inc. 0.12% No change 80,881 $7.0M
Flputnam Investment Management Co. 0.10% New 80,491 $6.9M
Citigroup Inc. 0.00% Reduce -20.4% 79,993 $6.9M
King Luther Capital Management Corp. 0.03% No change 79,835 $6.9M
CIBC Private Wealth Group LLC 0.01% Reduce -2.6% 79,093 $6.8M
Rhumbline Advisers 0.01% Add +0.6% 77,632 $6.7M
Private Wealth Asset Management, LLC 0.76% Add +1731.7% 75,100 $6.5M
Susquehanna Portfolio Strategies, LLC 0.10% Reduce -24.2% 71,132 $6.1M
Qube Research & Technologies Ltd 0.01% Reduce -74.1% 67,482 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.0% 67,721 $5.8M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.9% 64,794 $5.6M
Panagora Asset Management Inc. 0.02% New 64,369 $5.5M
Alliancebernstein L.P. 0.00% Reduce -0.9% 58,310 $5.0M
Kopp Family Office, LLC 3.23% Reduce -42.9% 57,566 $5.0M
Legal & General Group Plc 0.00% Add +0.1% 56,006 $4.8M
Alamar Capital Management, LLC 2.47% Reduce -0.5% 54,207 $4.7M
Deutsche Bank AG 0.00% Reduce -30.1% 53,122 $4.6M
Abacus Planning Group, Inc. 0.63% No change 52,954 $4.6M
Madison Asset Management, LLC 0.05% Reduce -17.2% 52,797 $4.5M
EFG Asset Management (North America) Corp. 0.58% Add +47.9% 52,063 $4.5M
Lazard Asset Management LLC 0.01% New 51,152 $4.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.57% New 50,000 $4.3M
Raymond James Financial Inc. 0.00% Reduce -4.2% 49,065 $4.2M
Orser Capital Management, LLC 2.18% Reduce -1.8% 48,087 $4.1M
California State Teachers Retirement System 0.00% Add +3.2% 46,688 $4.0M
Ingalls & Snyder LLC 0.12% Add +1.2% 43,983 $3.8M
Stifel Financial Corp. 0.00% Reduce -1.4% 42,884 $3.7M
Aquatic Capital Management LLC 0.07% Reduce -15.9% 42,037 $3.6M
Agf Management Ltd. 0.02% New 41,205 $3.5M
Invesco Ltd. 0.00% Add +4.4% 40,688 $3.5M
Harbor Capital Advisors, Inc. 0.26% Add +146.6% 39,514 $3.4M
D. E. Shaw & Co. 0.00% Add +6.1% 39,230 $3.4M
Wells Fargo & Company 0.00% Reduce -75.2% 39,020 $3.4M
OneDigital Investment Advisors LLC 0.03% Add +0.1% 36,080 $3.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 32,247 $2.8M
BNP Paribas Financial Markets 0.00% Reduce -74.0% 31,973 $2.8M
Knights of Columbus Asset Advisors LLC 0.15% Add +10.7% 30,528 $2.6M
Siren, L.L.C. 0.10% Add +7.1% 30,000 $2.6M

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

Show all 313 holders