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Disclosery

WK WORKIVA INC

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Stock (common), issuer CIK 1445305

321 managers (330 13F filers) reported a position in WK shares at 2025-03-31, 47,297,736 shares in all. 59 filers opened a position and 44 filers sold out during the quarter.

Managers
321
13F filers
330
New
59
Added
123
Reduced
98
Sold out
44
Shares held by filers
47,297,736

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tradition Wealth Management, LLC4,507$342K0.03%013F-HRTimeline
DC Investments Management, LLC4,456$338K0.17%-10313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,401$334K0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,374$332K<0.01%-18713F-HRTimelineGroup
Atria Investments, Inc4,336$329K<0.01%+21213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,263$324K0.03%+58413F-HR/ATimeline
STRS OHIO4,200$319K<0.01%-40013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,121$314K-231Timeline
Private Wealth Asset Management, LLC4,100$311K0.04%13F-HRTimeline
Farringdon Capital, Ltd.3,986$303K0.15%new13F-HRTimeline
RIA Advisory Group LLC3,940$299K0.1%-10313F-HRTimeline
111 Capital3,888$295K0.06%new13F-HRTimeline
XPONANCE LLC3,850$292K<0.01%+24113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,754$285K<0.01%+513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,693$280K<0.01%-1,04913F-HRTimeline
INCEPTIONR LLC3,655$277K0.08%new13F-HRTimeline
Sonora Investment Management Group, LLC3,654$277K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,651$277K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC3,607$274K0.17%013F-HRTimeline
Hardy Reed LLC3,463$263K0.02%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,451$262K0.01%013F-HR/ATimeline
IEQ CAPITAL, LLC3,370$256K<0.01%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC3,369$256K0.12%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,327$253K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,268$248K<0.01%-3913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,266$248K<0.01%+29713F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,265$248K<0.01%-1713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,166$240K0.01%new13F-HRTimelineGroup
Qsemble Capital Management, LP3,074$233K0.02%new13F-HRTimeline
Foster Group, Inc.3,042$231K0.01%+413F-HRTimeline
Capital Wealth Planning, LLC3,000$228K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC2,886$219K0.03%+9113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,867$218K<0.01%+84613F-HRTimeline
Parkside Financial Bank & Trust2,854$217K0.03%+8013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)2,825$214K<0.01%+22513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,796$212K<0.01%+60413F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC2,757$209K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …2,704$205K0.15%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,667$202K0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,641$200K<0.01%-31113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,419$184K<0.01%-1013F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,342$178K<0.01%+37213F-HRTimelineGroup
Headlands Technologies LLC2,256$171K0.02%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,149$163K<0.01%-24113F-HRTimelineGroup
AlphaQuest LLC2,147$163K0.02%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,900$144K<0.01%-42,80013F-HRTimeline
State of Wyoming1,890$143K0.02%+7613F-HRTimeline
Paladin Advisory Group, LLC1,857$141K0.11%013F-HRTimeline
AMALGAMATED BANK1,752$133K<0.01%+613F-HRTimeline
SHELL ASSET MANAGEMENT CO1,705$129K0.01%-7413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,688$128K<0.01%-113F-HRTimelineGroup
Icon Wealth Advisors, LLC1,434$109K0.01%-1,47213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,393$106K<0.01%-5913F-HRTimeline
Advisors Asset Management, Inc.1,139$86.5K<0.01%+7113F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,094$83K<0.01%+29713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,070$81.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC864$68K0.01%-3613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC839$63.7K<0.01%new13F-HRTimeline
Park Place Capital Corp796$60.4K0.02%013F-HRTimeline
Global Wealth Strategies & Associates703$53.4K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.652$49.5K<0.01%-8,95213F-HRTimelineGroup
SIGNATUREFD, LLC645$49K<0.01%-813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.599$45.5K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC567$43K<0.01%+29613F-HRTimelineGroup
Bayforest Capital Ltd519$39.4K0.02%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.509$38.6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC503$38K<0.01%new13F-HRTimeline
Abound Wealth Management500$38K0.01%013F-HRTimeline
First Horizon Advisors, Inc.497$37.7K<0.01%013F-HRTimeline
Covestor Ltd448$34K0.02%+35313F-HRTimeline
Farther Finance Advisors, LLC411$31.3K<0.01%+36013F-HRTimeline
SVB WEALTH LLC345$26.2K<0.01%new13F-HRTimeline
V-Square Quantitative Management LLC341$25.9K<0.01%013F-HRTimeline
GAMMA Investing LLC278$21.1K<0.01%+3113F-HR/ATimeline
Federation des caisses Desjardins du Qu…250$19K<0.01%013F-HRTimeline
Versant Capital Management, Inc219$16.6K<0.01%+10113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK205$15.6K<0.01%+3413F-HRTimelineGroup
MATHER GROUP, LLC.176$13.4K<0.01%+13013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors169$13.3K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC117$8.88K<0.01%-2913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112$8.82K<0.01%+6613F-HR/ATimelineGroup
Allworth Financial LP118$8.57K<0.01%+1713F-HRTimeline
Parallel Advisors, LLC103$7.82K<0.01%013F-HRTimeline
Quarry LP99$7.51K<0.01%new13F-HRTimeline
Amundiin group Amundi99$6.86K<0.01%+2813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…86$6.53K<0.01%-79913F-HRTimelineGroup
True Wealth Design, LLC71$5.39K<0.01%+5913F-HRTimeline
Financial Network Wealth Advisors LLC68$5.16K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$4.93K<0.01%+1013F-HRTimeline
Grove Bank & Trust62$4.71K<0.01%+6013F-HRTimeline
Lindbrook Capital, LLC56$4.25K<0.01%+3513F-HRTimeline
Iron Horse Wealth Management, LLC50$3.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC51$3.57K<0.01%+913F-HRTimeline
Larson Financial Group LLC44$3.34K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC44$3.34K<0.01%013F-HR/ATimeline
Sunbelt Securities, Inc.43$3.26K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$2.66K<0.01%013F-HRTimeline
CENTRAL TRUST Co32$2.43K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB32$2.43K<0.01%+413F-HRTimeline
SBI Securities Co., Ltd.32$2.43K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB31$2.35K<0.01%+2513F-HRTimeline
QUADRANT CAPITAL GROUP LLC28$2.13K<0.01%-1313F-HRTimeline
PRIVATE TRUST CO NA26$1.97K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC24$1.82K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc22$1.67K<0.01%013F-HRTimeline
Arax Advisory Partners20$1.52K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17$1.29K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC15$1.14K<0.01%new13F-HRTimeline
Bogart Wealth, LLC14$1.06K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC15$1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8$1K<0.01%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Management Group, LLC12$911<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC8$608<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA8$607<0.01%013F-HRTimelineGroup
IFP Advisors, Inc5$380<0.01%013F-HRTimeline
Activest Wealth Management5$380<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$152<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.1$76<0.01%013F-HRTimeline
Avion Wealth9$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management5$00%+413F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-15313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.