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Disclosery

WK WORKIVA INC

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Stock (common), issuer CIK 1445305

307 managers (314 13F filers) reported a position in WK shares at 2025-06-30, 46,269,568 shares in all. 34 filers opened a position and 52 filers sold out during the quarter.

Managers
307
13F filers
314
New
34
Added
102
Reduced
129
Sold out
52
Shares held by filers
46,269,568

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
DC Investments Management, LLC4,456$305K0.13%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,176$286K<0.01%-19813F-HRTimelineGroup
Private Wealth Asset Management, LLC4,100$281K0.04%013F-HRTimeline
Quantinno Capital Management LP3,983$273K<0.01%-1,20113F-HRTimeline
XPONANCE LLC3,896$267K<0.01%+4613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,825$262K<0.01%-68813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources3,789$259K<0.01%+52313F-HRTimelineGroup
Sonora Investment Management Group, LLC3,654$250K0.02%013F-HRTimeline
Inlight Wealth Management, LLC3,607$247K0.13%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding3,601$246K-520Timeline
RIA Advisory Group LLC3,540$242K0.07%-40013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,471$238K<0.01%-53,59813F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP3,451$236K0.02%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,428$235K0.09%-1,71513F-HRTimeline
Hardy Reed LLC3,425$234K0.02%-3813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,402$233K<0.01%-29113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,297$226K<0.01%+65613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,283$225K<0.01%-5,90013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,282$225K<0.01%+1713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,166$217K<0.01%-10213F-HRTimelineGroup
WEALTH ALLIANCE, LLC3,122$214K0.02%+23613F-HRTimeline
Foster Group, Inc.3,029$207K0.01%-1313F-HRTimeline
Capital Wealth Planning, LLC3,000$205K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust2,827$194K0.02%-2713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,453$168K<0.01%+30413F-HRTimelineGroup
STRS OHIO2,300$157K<0.01%-1,90013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,061$141K<0.01%-35813F-HRTimelineGroup
Paladin Advisory Group, LLC1,857$127K0.1%013F-HRTimeline
AMALGAMATED BANK1,752$120K<0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,536$105K<0.01%-16913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,489$102K<0.01%+9613F-HRTimeline
KBC Group NVin group KBC Group NV1,425$98K<0.01%-91713F-HRTimelineGroup
State of Wyoming1,346$92.1K0.01%-54413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,135$77.7K<0.01%-55313F-HRTimelineGroup
DANSKE BANK A/S1,114$76.3K<0.01%-20,59713F-HRTimeline
GPS Wealth Strategies Group, LLC1,070$73.2K0.01%013F-HRTimeline
Advisors Asset Management, Inc.1,022$70K<0.01%-11713F-HR/ATimeline
Hilltop National Bank969$66.3K0.02%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC934$63.9K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC836$55K<0.01%-2813F-HRTimeline
Park Place Capital Corp796$54.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.740$50.5K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates703$48.1K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …605$41K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC567$39K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.509$34.8K<0.01%013F-HRTimeline
Abound Wealth Management500$34.2K0.01%013F-HRTimeline
First Horizon Advisors, Inc.497$34K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.480$32.9K<0.01%-17213F-HR/ATimelineGroup
SIGNATUREFD, LLC444$30.4K<0.01%-20113F-HRTimeline
Larson Financial Group LLC412$28.2K<0.01%+36813F-HRTimeline
Farther Finance Advisors, LLC378$25.9K<0.01%-3313F-HRTimeline
SIMPLEX TRADING, LLC340$23K<0.01%-16313F-HRTimeline
Covestor Ltd310$21K0.01%-13813F-HRTimeline
Essential Partners LLC283$19.4K0.01%13F-HRTimeline
Aster Capital Management (DIFC) Ltd271$18.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…250$17.1K<0.01%013F-HRTimeline
Allworth Financial LP226$15.5K<0.01%+10813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK194$13.3K<0.01%-1113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors169$11.1K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.139$9.52K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…123$8.42K<0.01%+3713F-HRTimelineGroup
Rise Advisors, LLC117$8.01K<0.01%013F-HRTimeline
Versant Capital Management, Inc116$7.94K<0.01%-10313F-HRTimeline
Westside Investment Management, Inc.96$6.55K<0.01%new13F-HRTimeline
IFP Advisors, Inc36$5.2K<0.01%+3113F-HRTimeline
GAMMA Investing LLC74$5.07K<0.01%-20413F-HRTimeline
Sunbelt Securities, Inc.43$4.71K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC68$4.66K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.11K<0.01%-513F-HRTimeline
Parallel Advisors, LLC52$3.56K<0.01%-5113F-HRTimeline
Iron Horse Wealth Management, LLC50$3.42K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC42$3.31K<0.01%-913F-HRTimeline
Global Retirement Partners, LLC47$3.22K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC44$3.01K<0.01%013F-HRTimeline
True Wealth Design, LLC43$2.94K<0.01%-2813F-HRTimeline
Wilmington Savings Fund Society, FSB35$2.4K<0.01%+313F-HRTimeline
CENTRAL TRUST Co32$2.19K<0.01%013F-HRTimeline
Arax Advisory Partners32$2.19K<0.01%+1213F-HRTimeline
SBI Securities Co., Ltd.32$2.19K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33$2.17K<0.01%-7913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC29$1.99K<0.01%new13F-HRTimelineGroup
Kilter Group LLC28$1.92K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC23$1.57K<0.01%+1113F-HRTimeline
MassMutual Private Wealth & Trust, FSB21$1.44K<0.01%-1013F-HRTimeline
Caitong International Asset Management …21$1.44K<0.01%-2,68313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC20$1.37K<0.01%-1513F-HR/ATimeline
Bare Financial Services, Inc16$1.09K<0.01%new13F-HRTimeline
Hemington Wealth Management21$1K<0.01%+1613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.8$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bogart Wealth, LLC14$958<0.01%013F-HRTimeline
Brooklyn Investment Group13$890<0.01%new13F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.5$342<0.01%-24,33213F-HRTimelineGroup
Fortitude Family Office, LLC5$342<0.01%new13F-HRTimeline
Clearstead Advisors, LLC4$274<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3$206<0.01%-513F-HRTimeline
DiNuzzo Private Wealth, Inc.3$206<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$137<0.01%-1513F-HRTimelineGroup
SJS Investment Consulting Inc.2$137<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$137<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$73<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$69<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC1$69<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$68<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$00%-1213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.