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Disclosery

WK WORKIVA INC

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Stock (common), issuer CIK 1445305

306 managers (313 13F filers) reported a position in WK shares at 2025-09-30, 48,602,623 shares in all. 52 filers opened a position and 52 filers sold out during the quarter.

Managers
306
13F filers
313
New
52
Added
103
Reduced
109
Sold out
52
Shares held by filers
48,602,623

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sonora Investment Management Group, LLC3,619$312K0.02%-3513F-HRTimeline
Inlight Wealth Management, LLC3,607$310K0.15%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,540$305K<0.01%new13F-HRTimelineGroup
RIA Advisory Group LLC3,538$305K0.08%-213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,319$286K<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,282$283K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC3,268$281K0.03%+14613F-HRTimeline
Kings Path Partners LLC3,220$277K0.1%new13F-HRTimeline
Qsemble Capital Management, LP3,114$268K0.03%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,075$265K0.04%new13F-HRTimeline
Foster Group, Inc.3,069$264K0.01%+4013F-HRTimeline
Larson Financial Group LLC2,864$247K0.01%+2,45213F-HRTimeline
Parkside Financial Bank & Trust2,822$243K0.02%-513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,735$235K-5,093Timeline
UNITED BANK2,639$227K0.03%new13F-HRTimeline
ExodusPoint Capital Management, LP2,610$225K<0.01%new13F-HRTimeline
STRS OHIO2,600$224K<0.01%+30013F-HRTimeline
Engineers Gate Manager LP2,548$219K<0.01%-101,46913F-HRTimeline
Hardy Reed LLC2,543$219K0.02%-88213F-HRTimeline
Bridgewater Associates, LP2,434$210K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,399$207K<0.01%-5413F-HRTimelineGroup
Aigen Investment Management, LP2,341$202K0.03%new13F-HRTimeline
State of Alaska, Department of Revenue2,196$189K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,055$177K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,034$175K<0.01%-2713F-HRTimelineGroup
Heartwood Wealth Advisors LLC2,000$172K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,878$162K<0.01%-5,75913F-HRTimelineGroup
Paladin Advisory Group, LLC1,857$160K0.12%013F-HRTimeline
Point72 Europe (London) LLP1,855$160K0.01%new13F-HRTimeline
AMALGAMATED BANK1,629$140K<0.01%-12313F-HRTimeline
State of Wyoming1,553$134K0.02%+20713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,518$131K<0.01%+2913F-HRTimeline
KBC Group NVin group KBC Group NV1,425$123K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,276$109K0.01%+44013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,152$99.2K<0.01%+1713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,020$87.8K0.01%-5013F-HRTimeline
FNY Investment Advisers, LLC1,000$86K0.03%new13F-HRTimeline
Hilltop National Bank969$83.4K0.02%013F-HRTimeline
Advisors Asset Management, Inc.866$74.5K<0.01%-15613F-HR/ATimeline
ESSEX INVESTMENT MANAGEMENT CO LLC728$62.7K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates703$60.5K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.653$55.1K<0.01%+17313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …624$54K<0.01%+1913F-HRTimelineGroup
Park Place Capital Corp617$53.1K0.01%-17913F-HRTimeline
AlphaQuest LLC582$50.1K<0.01%-5,62613F-HRTimeline
SHELL ASSET MANAGEMENT CO547$47K<0.01%-98913F-HRTimeline
SIGNATUREFD, LLC529$45.5K<0.01%+8513F-HRTimeline
HARBOUR INVESTMENTS, INC.509$43.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…504$43.4K<0.01%new13F-HRTimelineGroup
Abound Wealth Management500$43K0.01%013F-HRTimeline
Allworth Financial LP412$35.5K<0.01%+18613F-HRTimeline
Farther Finance Advisors, LLC403$34.7K<0.01%+2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…391$33.7K<0.01%+26813F-HRTimelineGroup
Essential Partners LLC389$33.5K0.01%+10613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC365$31K<0.01%-20213F-HRTimelineGroup
Covestor Ltd310$27K0.01%013F-HRTimeline
GAMMA Investing LLC287$24.7K<0.01%+21313F-HRTimeline
Federation des caisses Desjardins du Qu…250$21.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP240$20.7K<0.01%13F-HRTimeline
Advisory Services Network, LLC212$18.2K<0.01%new13F-HRTimeline
DANSKE BANK A/S200$17.2K<0.01%-91413F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK193$16.6K<0.01%-113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors169$14.4K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc130$11.2K<0.01%+1413F-HRTimeline
Cornerstone Planning Group LLC141$10.3K<0.01%+9913F-HRTimeline
Rise Advisors, LLC117$10.1K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.115$9.9K<0.01%-2413F-HRTimelineGroup
IFP Advisors, Inc104$8.95K<0.01%+6813F-HR/ATimeline
Westside Investment Management, Inc.96$8.07K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC92$7.92K<0.01%+3213F-HRTimeline
Quarry LP82$7.06K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC69$5.94K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC68$5.85K0.01%013F-HRTimeline
Clearstead Advisors, LLC50$4.3K<0.01%+4613F-HRTimeline
Global Retirement Partners, LLC47$4.05K<0.01%013F-HRTimeline
MATHER GROUP, LLC.46$3.96K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.46$3.96K<0.01%new13F-HRTimeline
Root Financial Partners, LLC45$3.87K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC44$3.79K<0.01%013F-HRTimeline
Parallel Advisors, LLC38$3.27K<0.01%-1413F-HRTimeline
MassMutual Private Wealth & Trust, FSB37$3.19K<0.01%+1613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33$2.83K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.32$2.75K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC29$2.5K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC26$2.24K<0.01%-1713F-HRTimeline
Sunbelt Securities, Inc.26$2.24K<0.01%-1713F-HRTimeline
Hemington Wealth Management28$2K<0.01%+713F-HRTimeline
Bare Financial Services, Inc23$1.98K<0.01%+713F-HRTimeline
Private Wealth Management Group, LLC23$1.98K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC20$1.72K<0.01%013F-HRTimeline
Bogart Wealth, LLC14$1.21K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC11$947<0.01%+813F-HRTimeline
Wealthspire Advisors, LLC7$603<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$494<0.01%+313F-HRTimeline
QUADRANT CAPITAL GROUP LLC5$431<0.01%new13F-HRTimeline
Fortitude Family Office, LLC5$430<0.01%013F-HRTimeline
SJS Investment Consulting Inc.2$173<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$172<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC2$172<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$172<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$87<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$87<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$86<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC1$86<0.01%new13F-HRTimeline
Cloud Capital Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.