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Workiva Inc (WK)

CUSIP: 98139A105 | NYSE | Technology · Software - Application | Mid Cap | 964 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.8,003,68115.7%New 5%+ stakeOct 31, 20265,507,490 sh (Jun 30, 2026)
13GJericho Capital Asset Management L.P.3,482,5156.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.8,003,681
15.7% of class · Oct 31, 2026New 5%+ stake
5,507,490 sh (Jun 30, 2026)
13GJericho Capital Asset Management L.P.3,482,515
6.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Riverbridge Partners LLC400,594
0.8% of portfolio›$26.7M
TimesSquare Capital Management, LLC282,464
0.3% of portfolio›$18.8M
Assenagon Asset Management S.A.243,991
0.0% of portfolio›$16.2M
Bank of New York Mellon Corp218,781
0.0% of portfolio›$14.6M
Lakehouse Capital Pty Ltd199,776
0.1% of portfolio›$13.3K
Dimensional Fund Advisors LP156,430
0.0% of portfolio›$10.4M
Brown Capital Management LLC128,497
1.6% of portfolio›$8.6M
OP Asset Management Ltd91,001
0.1% of portfolio›$6.1M
King Luther Capital Management Corp90,971
0.0% of portfolio›$6.1M
Harbor Capital Advisors, Inc.90,500
0.0% of portfolio›$6.0K
Mutual of America Capital Management LLC89,887
0.1% of portfolio›$6.0M
Jefferies Financial Group Inc.86,696
0.0% of portfolio›$5.8M
Allspring Global Investments Holdings, LLC84,406
0.0% of portfolio›$5.9M
Nicholas Company, Inc.83,809
0.1% of portfolio›$5.6M
Summit Creek Advisors LLC53,419
1.4% of portfolio›$3.6M
Abacus Planning Group, Inc.51,979
0.4% of portfolio›$3.5M
Alamar Capital Management, LLC46,005
1.6% of portfolio›$3.1M
Creative Planning43,478
0.0% of portfolio›$2.9M
Y-Intercept (Hong Kong) Ltd42,236
0.1% of portfolio›$2.8M
Knights of Columbus Asset Advisors LLC35,917
0.1% of portfolio›$2.4M
Citigroup Inc32,889
0.0% of portfolio›$2.2M
Daiwa Securities Group Inc.28,481
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC24,189
0.0% of portfolio›$1.8M
Oppenheimer Asset Management Inc.23,854
0.0% of portfolio›$1.6M
Kopp Family Office, LLC22,722
0.9% of portfolio›$1.5M
State of New Jersey Common Pension Fund D17,845
0.0% of portfolio›$1.2M
Avantax Planning Partners, Inc.16,640
0.0% of portfolio›$1.1M
Brookstone Capital Management15,329
0.0% of portfolio›$1.0M
Arizona State Retirement System14,057
0.0% of portfolio›$935.8K
Talbot Financial, LLC10,500
0.1% of portfolio›$699.0K
Inspire Investing, LLC9,559
0.0% of portfolio›$636.3K
Mirae Asset Global Investments Co., Ltd.8,040
0.0% of portfolio›$535.2K
Pictet Asset Management Holding SA7,494
0.0% of portfolio›$498.9K
ProShare Advisors LLC7,332
0.0% of portfolio›$488.1K
Ausbil Investment Management Ltd7,213
0.2% of portfolio›$480.2K
Virginia Retirement Systems ET Al7,200
0.0% of portfolio›$479.3K
Legacy Bridge, LLC6,664
0.1% of portfolio›$443.6K
Sumitomo Mitsui Trust Group, Inc.6,500
0.0% of portfolio›$432.7K
Imc-Chicago, LLC6,090
0.0% of portfolio›$405.4K
Principal Financial Group Inc6,011
0.0% of portfolio›$400.2K
111 Capital5,700
0.1% of portfolio›$379.4K
Abel Hall, LLC5,544
0.1% of portfolio›$369.1K
Trust Point Inc.5,175
0.0% of portfolio›$344.5K
Fifth Third Bancorp5,104
0.0% of portfolio›$339.8K
Robertson Stephens Wealth Management, LLC5,049
0.0% of portfolio›$336.1K
Xponance LLC5,034
0.0% of portfolio›$335.1K
Commonwealth Equity Services, LLC5,005
0.0% of portfolio›$333.2K
Ashton Thomas Private Wealth, LLC4,906
0.0% of portfolio›$326.6K
Sage Rhino Capital LLC4,523
0.0% of portfolio›$301.1K
Kings Path Partners LLC4,360
0.1% of portfolio›$290.2K
HB Wealth Management, LLC4,329
0.0% of portfolio›$288.2K
Caitong International Asset Management Co., Ltd4,308
0.0% of portfolio›$286.8K
Brighton Jones LLC4,295
0.0% of portfolio›$285.9K
Mitsubishi UFJ Asset Management Co., Ltd.3,928
0.0% of portfolio›$261.5K
SEB Asset Management AB3,919
0.0% of portfolio›$260.9K
Achmea Investment Management B.V.3,786
0.0% of portfolio›$252.2K
Compass Financial Group, Inc3,619
0.0% of portfolio›$240.9K
New York State Teachers Retirement System3,619
0.0% of portfolio›$241
Inlight Wealth Management, LLC3,607
0.1% of portfolio›$240.1K
Swiss Life Asset Management Ltd3,519
0.0% of portfolio›$234.3K
Atria Investments, Inc3,503
0.0% of portfolio›$233.2K
Vise Technologies, Inc.3,491
0.0% of portfolio›$232.4K
Axxion S.A.3,436
0.0% of portfolio›$228.7K
Praxis Investment Management Inc3,346
0.0% of portfolio›$223
Foster Group, Inc.3,096
0.0% of portfolio›$206.1K
Strs Ohio3,000
0.0% of portfolio›$199.7K
Gamma Investing LLC2,901
0.0% of portfolio›$193.1K
TD Waterhouse Canada Inc.2,732
0.0% of portfolio›$190.2K
State of Alaska, Department of Revenue2,423
0.0% of portfolio›$161
US Bancorp \de\2,185
0.0% of portfolio›$145.5K
Parkside Financial Bank & Trust2,157
0.0% of portfolio›$143.6K
Sterling Capital Management LLC1,717
0.0% of portfolio›$114.3K
KBC Group NV1,425
0.0% of portfolio›$95
State of Wyoming1,418
0.0% of portfolio›$94.4K
Leonteq Securities AG1,257
0.0% of portfolio›$83.7K
Bayforest Capital Ltd887
0.1% of portfolio›$59.0K
Versant Capital Management, Inc887
0.0% of portfolio›$59.0K
Harbor Investment Advisory, LLC827
0.0% of portfolio›$55.1K
Nisa Investment Advisors, LLC782
0.0% of portfolio›$52.1K
Farther Finance Advisors, LLC732
0.0% of portfolio›$48.7K
Essex Investment Management Co LLC728
0.0% of portfolio›$48.5K
SJS Investment Consulting Inc.699
0.0% of portfolio›$46.5K
Covestor Ltd666
0.0% of portfolio›$44
William Mack & Associates, Inc.585
0.0% of portfolio›$38.9K
Essential Partners LLC546
0.0% of portfolio›$36.3K
EverSource Wealth Advisors, LLC531
0.0% of portfolio›$35.3K
Abound Wealth Management500
0.0% of portfolio›$33.3K
True Wealth Design, LLC389
0.0% of portfolio›$25.9K
Larson Financial Group LLC235
0.0% of portfolio›$15.6K
IFP Advisors, Inc209
0.0% of portfolio›$13.9K
Parallel Advisors, LLC204
0.0% of portfolio›$13.6K
Pinnacle Wealth Planning Services, Inc.185
0.0% of portfolio›$12.3K
Root Financial Partners, LLC160
0.0% of portfolio›$10.7K
Highline Wealth Partners LLC150
0.0% of portfolio›$10.0K
Fortitude Family Office, LLC137
0.0% of portfolio›$9.1K
Private Wealth Management Group, LLC135
0.0% of portfolio›$9.0K
Bell Investment Advisors, Inc87
0.0% of portfolio›$5.8K
Signaturefd, LLC71
0.0% of portfolio›$4.7K
Financial Network Wealth Advisors LLC68
0.0% of portfolio›$4.5K
Nova Financial LLC62
0.0% of portfolio›$4.1K
Lanark Financial, Inc.60
0.0% of portfolio›$4.0K
First Horizon Corp56
0.0% of portfolio›$3.7K
Mather Group, Llc.46
0.0% of portfolio›$3.1K
MV Capital Management, Inc.42
0.0% of portfolio›$2.8K
MassMutual Private Wealth & Trust, FSB34
0.0% of portfolio›$2.3K
Bare Financial Services, Inc30
0.0% of portfolio›$2.0K
Marquette Asset Management, LLC24
0.0% of portfolio›$1.6K
SBI Securities Co., Ltd.22
0.0% of portfolio›$1.5K
Elyxium Wealth, LLC19
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC18
0.0% of portfolio›$1.2K
Physician Wealth Advisors, Inc.16
0.0% of portfolio›$1.1K
Creative Capital Management Investments LLC14
0.0% of portfolio›$932
TD Private Client Wealth LLC13
0.0% of portfolio›$865
Activest Wealth Management13
0.0% of portfolio›$865
Burk Holdings LLC11
0.0% of portfolio›$732
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$666
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$400
Hughes Financial Services, LLC4
0.0% of portfolio›$331
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$200
Signature Equity Partners, LLC3
0.0% of portfolio›$200
DecisionPoint Financial, LLC2
0.0% of portfolio›$140
StyleTurnoverLocationFiled
Riverbridge Partners LLC
400,594$26.7M0.8%GrowthLowMinneapolis, MN2026-11-05
TimesSquare Capital Management, LLC
282,464$18.8M0.3%GrowthMediumNew York, NY2026-11-03
Assenagon Asset Management S.A.
243,991$16.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
218,781$14.6M0.0%CoreLowNew York, NY2026-11-05
Lakehouse Capital Pty Ltd
199,776$13.3K0.1%CoreMediumSydney Nsw, China2026-10-06
Dimensional Fund Advisors LP
156,430$10.4M0.0%IndexLowAustin, TX2026-11-04
Brown Capital Management LLC
128,497$8.6M1.6%Agg GrowthLowBaltimore, MD2026-10-27
OP Asset Management Ltd
91,001$6.1M0.1%GrowthMediumHelsinki, Hungary2026-11-05
King Luther Capital Management Corp
90,971$6.1M0.0%CoreLowFort Worth, TX2026-11-05
Harbor Capital Advisors, Inc.
90,500$6.0K0.0%ValueHighChicago, IL2026-10-22
Mutual of America Capital Management LLC
89,887$6.0M0.1%IndexLowNew York, NY2026-10-23
Jefferies Financial Group Inc.
86,696$5.8M0.0%CoreVery HighNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
84,406$5.9M0.0%CoreMediumCharlotte, NC2026-11-04
Nicholas Company, Inc.
83,809$5.6M0.1%CoreLowMilwaukee, WI2026-11-05
Summit Creek Advisors LLC
53,419$3.6M1.4%GARPLowMinneapolis, MN2026-11-03
Abacus Planning Group, Inc.
51,979$3.5M0.4%ETFLowColumbia, SC2026-11-02
Alamar Capital Management, LLC
46,005$3.1M1.6%GrowthMediumSanta Barbara, CA2026-11-02
Creative Planning
43,478$2.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Y-Intercept (Hong Kong) Ltd
42,236$2.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Knights of Columbus Asset Advisors LLC
35,917$2.4M0.1%CoreMediumNew Haven, CT2026-11-05
Citigroup Inc
32,889$2.2M0.0%CoreMediumNew York, NY2026-11-04
Daiwa Securities Group Inc.
28,481$1.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Wealth Enhancement Advisory Services, LLC
24,189$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer Asset Management Inc.
23,854$1.6M0.0%CoreMediumNew York, NY2026-10-27
Kopp Family Office, LLC
22,722$1.5M0.9%ETFHighMinnetonka, MN2026-10-21
State of New Jersey Common Pension Fund D
17,845$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Avantax Planning Partners, Inc.
16,640$1.1M0.0%ETFLowDubuque, IA2026-11-03
Brookstone Capital Management
15,329$1.0M0.0%ETFMediumWheaton, IL2026-10-22
Arizona State Retirement System
14,057$935.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Talbot Financial, LLC
10,500$699.0K0.1%GrowthVery LowBellevue, WA2026-10-19
Inspire Investing, LLC
9,559$636.3K0.0%GARPHighMeridian, ID2026-10-22
Mirae Asset Global Investments Co., Ltd.
8,040$535.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Pictet Asset Management Holding SA
7,494$498.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
7,332$488.1K0.0%GrowthLowBethesda, MD2026-10-29
Ausbil Investment Management Ltd
7,213$480.2K0.2%ValueMediumSydney, China2026-10-08
Virginia Retirement Systems ET Al
7,200$479.3K0.0%CoreMediumRichmond, VA2026-10-28
Legacy Bridge, LLC
6,664$443.6K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Sumitomo Mitsui Trust Group, Inc.
6,500$432.7K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Imc-Chicago, LLC
6,090$405.4K0.0%GARPVery HighChicago, IL2026-11-05
Principal Financial Group Inc
6,011$400.2K0.0%CoreLowDes Moines, IA2026-11-02
111 Capital
5,700$379.4K0.1%CoreVery HighParis, India2026-11-03
Abel Hall, LLC
5,544$369.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Trust Point Inc.
5,175$344.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Fifth Third Bancorp
5,104$339.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Robertson Stephens Wealth Management, LLC
5,049$336.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Xponance LLC
5,034$335.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Commonwealth Equity Services, LLC
5,005$333.2K0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
4,906$326.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Sage Rhino Capital LLC
4,523$301.1K0.0%ETFLowMenlo Park, CA2026-10-28
Kings Path Partners LLC
4,360$290.2K0.1%ETFVery LowSugar Land, TX2026-10-21
HB Wealth Management, LLC
4,329$288.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Caitong International Asset Management Co., Ltd
4,308$286.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Brighton Jones LLC
4,295$285.9K0.0%CoreVery LowSeattle, WA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
3,928$261.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
SEB Asset Management AB
3,919$260.9K0.0%CoreN/AStockholm, Sweden2026-11-04
Achmea Investment Management B.V.
3,786$252.2K0.0%CoreMediumZeist, Philippines2026-10-30
Compass Financial Group, Inc
3,619$240.9K0.0%ETFVery LowSioux Falls, SD2026-10-13
New York State Teachers Retirement System
3,619$2410.0%CoreVery LowAlbany, NY2026-10-22
Inlight Wealth Management, LLC
3,607$240.1K0.1%ETFVery LowAtlanta, GA2026-10-21
Swiss Life Asset Management Ltd
3,519$234.3K0.0%CoreLowZurich, Switzerland2026-11-03
Atria Investments, Inc
3,503$233.2K0.0%CoreMediumCharlotte, NC2026-10-15
Vise Technologies, Inc.
3,491$232.4K0.0%IndexLowNew York, NY2026-10-29
Axxion S.A.
3,436$228.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Praxis Investment Management Inc
3,346$2230.0%CoreLowGoshen, IN2026-11-03
Foster Group, Inc.
3,096$206.1K0.0%ETFVery LowUrbandale, IA2026-10-13
Strs Ohio
3,000$199.7K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
2,901$193.1K0.0%IndexVery LowFoster City, CA2026-10-08
TD Waterhouse Canada Inc.
2,732$190.2K0.0%CoreLowToronto, Australia2026-10-16
State of Alaska, Department of Revenue
2,423$1610.0%CoreVery LowJuneau, AK2026-10-15
US Bancorp \de\
2,185$145.5K0.0%IndexLowMinneapolis, MN2026-11-05
Parkside Financial Bank & Trust
2,157$143.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sterling Capital Management LLC
1,717$114.3K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
1,425$950.0%CoreMediumBrussels, Czech Republic2026-10-22
State of Wyoming
1,418$94.4K0.0%ValueHighCheyenne, WY2026-10-28
Leonteq Securities AG
1,257$83.7K0.0%CoreHighZurich, Switzerland2026-10-29
Bayforest Capital Ltd
887$59.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
887$59.0K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Investment Advisory, LLC
827$55.1K0.0%GrowthLowLutherville, MD2026-10-13
Nisa Investment Advisors, LLC
782$52.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
732$48.7K0.0%IndexLowSan Francisco, CA2026-10-08
Essex Investment Management Co LLC
728$48.5K0.0%GrowthMediumBoston, MA2026-10-19
SJS Investment Consulting Inc.
699$46.5K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
666$440.0%ValueHighLondon, United Kingdom2026-10-30
William Mack & Associates, Inc.
585$38.9K0.0%ETFLowTroy, MI2026-10-27
Essential Partners LLC
546$36.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
531$35.3K0.0%CoreMediumBirmingham, AL2026-11-04
Abound Wealth Management
500$33.3K0.0%ETFVery LowFranklin, TN2026-10-26
True Wealth Design, LLC
389$25.9K0.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
235$15.6K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
209$13.9K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
204$13.6K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
185$12.3K0.0%GARPLowMansfield, OH2026-10-27
Root Financial Partners, LLC
160$10.7K0.0%ETFMediumEncinitas, CA2026-10-21
Highline Wealth Partners LLC
150$10.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Fortitude Family Office, LLC
137$9.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Private Wealth Management Group, LLC
135$9.0K0.0%ETFLowPrinceton, NJ2026-10-19
Bell Investment Advisors, Inc
87$5.8K0.0%ETFVery LowOrinda, CA2026-10-29
Signaturefd, LLC
71$4.7K0.0%IndexLowAtlanta, GA2026-10-23
Financial Network Wealth Advisors LLC
68$4.5K0.0%ETFLowMurray, UT2026-10-28
Nova Financial LLC
62$4.1K0.0%N/AN/ATucson, AZ2026-11-04
Lanark Financial, Inc.
60$4.0K0.0%CoreMediumBirmingham, AL2026-10-26
First Horizon Corp
56$3.7K0.0%CoreLowMemphis, TN2026-10-26
Mather Group, Llc.
46$3.1K0.0%ETFMediumChicago, IL2026-10-14
MV Capital Management, Inc.
42$2.8K0.0%ETFLowBethesda, MD2026-10-29
MassMutual Private Wealth & Trust, FSB
34$2.3K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
30$2.0K0.0%ETFVery LowGap, PA2026-11-04
Marquette Asset Management, LLC
24$1.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
SBI Securities Co., Ltd.
22$1.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elyxium Wealth, LLC
19$1.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
JFS Wealth Advisors, LLC
18$1.2K0.0%ETFVery LowHermitage, PA2026-11-03
Physician Wealth Advisors, Inc.
16$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Creative Capital Management Investments LLC
14$9320.0%ETFLowSan Diego, CA2026-10-28
TD Private Client Wealth LLC
13$8650.0%ETFLowNew York, NY2026-10-28
Activest Wealth Management
13$8650.0%ETFLowAventura, FL2026-10-15
Burk Holdings LLC
11$7320.0%ETFVery LowTulsa, OK2026-11-05
Silver Grove Financial Group, Inc.
10$6660.0%CoreMediumOrchard Park, NY2026-11-05
DiNuzzo Private Wealth, Inc.
6$4000.0%ETFLowBeaver, PA2026-10-16
Hughes Financial Services, LLC
4$3310.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
3$2000.0%ETFMediumHunt Valley, MD2026-11-03
Signature Equity Partners, LLC
3$2000.0%GrowthMediumColumbus, OH2026-10-29
DecisionPoint Financial, LLC
2$1400.0%ETFVery LowMesa, AZ2026-10-27