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Disclosery

WK WORKIVA INC

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Stock (common), issuer CIK 1445305

338 managers (348 13F filers) reported a position in WK shares at 2025-12-31, 50,141,223 shares in all. 60 filers opened a position and 32 filers sold out during the quarter.

Managers
338
13F filers
348
New
60
Added
113
Reduced
112
Sold out
32
Shares held by filers
50,141,223

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Graham Capital Management, L.P.4,541$392K0.01%new13F-HRTimeline
Amundiin group Amundi4,527$390K<0.01%new13F-HRTimelineGroup
SAGE RHINO CAPITAL LLC4,527$390K0.07%+513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,504$388K<0.01%13F-HRTimelineGroup
Atria Investments, Inc4,420$381K<0.01%-34313F-HRTimeline
Dynamic Technology Lab Private Ltd4,288$370K0.08%new13F-HRTimeline
Everest Financial Group LLC4,182$361K0.08%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,082$352K0.01%-11913F-HRTimelineGroup
XPONANCE LLC3,970$342K<0.01%+2313F-HRTimeline
Ensign Peak Advisors, Inc3,917$338K<0.01%-7,20013F-HR/ATimeline
MML INVESTORS SERVICES, LLC3,889$335K<0.01%-82713F-HRTimeline
Aigen Investment Management, LP3,869$334K0.08%+1,52813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,837$331K<0.01%new13F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC3,791$327K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,774$326K<0.01%-17813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,707$320K<0.01%-68213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC3,697$319K<0.01%-47,45513F-HRTimelineGroup
Inlight Wealth Management, LLC3,607$311K0.11%013F-HRTimeline
Callan Family Office, LLC3,516$303K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC3,509$303K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,589$298K<0.01%+27013F-HRTimelineGroup
RIA Advisory Group LLC3,440$297K0.07%-9813F-HRTimeline
WEALTH ALLIANCE, LLC3,368$290K0.03%+10013F-HRTimeline
EntryPoint Capital, LLC3,364$290K0.11%new13F-HRTimeline
Larson Financial Group LLC3,259$281K0.01%+39513F-HRTimeline
Kings Path Partners LLC3,220$278K0.1%013F-HRTimeline
Merit Financial Group, LLC3,151$272K<0.01%new13F-HRTimeline
MACKENZIE FINANCIAL CORP3,151$271K<0.01%-13113F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,137$271K0.04%+6213F-HRTimeline
TWO SIGMA SECURITIES, LLC3,097$267K0.04%new13F-HRTimeline
Foster Group, Inc.3,069$265K0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,971$256K-916Timeline
Gotham Asset Management, LLC2,912$251K<0.01%new13F-HRTimeline
STRS OHIO2,900$250K<0.01%+30013F-HRTimeline
Bayforest Capital Ltd2,849$246K0.18%new13F-HRTimeline
Parkside Financial Bank & Trust2,826$244K0.02%+413F-HRTimeline
UNITED BANK2,639$228K0.03%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,632$227K0.01%new13F-HRTimelineGroup
AlphaQuest LLC2,603$225K0.01%+2,02113F-HRTimeline
Hardy Reed LLC2,543$219K0.02%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,454$212K<0.01%-21,84013F-HRTimelineGroup
Sanctuary Advisors, LLC2,432$210K<0.01%new13F-HRTimeline
State of Alaska, Department of Revenue2,259$194K<0.01%+6313F-HRTimeline
State of Wyoming2,053$177K0.02%+50013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,861$161K<0.01%+1,85613F-HRTimeline
Paladin Advisory Group, LLC1,857$160K0.12%013F-HRTimeline
Kemnay Advisory Services Inc.1,818$157K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC1,797$155K0.01%+52113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,689$146K<0.01%-34513F-HR/ATimelineGroup
AMALGAMATED BANK1,580$136K<0.01%-4913F-HRTimeline
KBC Group NVin group KBC Group NV1,425$123K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,116$96.3K<0.01%-3613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,078$93K<0.01%new13F-HRTimelineGroup
Allworth Financial LP981$84.6K<0.01%+56913F-HRTimeline
Hilltop National Bank969$83.6K0.02%013F-HRTimeline
Essential Partners LLC953$82.2K0.03%+56413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…936$80.7K<0.01%+54513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…932$80.4K<0.01%-94613F-HRTimelineGroup
Caitong International Asset Management …927$80K0.02%new13F-HR/ATimeline
Advisors Asset Management, Inc.854$73.7K<0.01%-1213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…810$69.9K<0.01%+30613F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC781$67.4K<0.01%-73713F-HRTimeline
Global Wealth Strategies & Associates703$60.6K0.02%013F-HRTimeline
Farther Finance Advisors, LLC669$57.7K<0.01%+26613F-HRTimeline
GAMMA Investing LLC636$54.9K<0.01%+34913F-HRTimeline
Park Place Capital Corp617$53.2K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP595$51.3K<0.01%+56213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.559$48.2K<0.01%-9413F-HRTimelineGroup
SIGNATUREFD, LLC513$44.2K<0.01%-1613F-HRTimeline
FIRST HORIZON CORP509$43.9K<0.01%+26913F-HRTimeline
HARBOUR INVESTMENTS, INC.509$43.9K<0.01%013F-HRTimeline
Abound Wealth Management500$43.1K0.01%013F-HRTimeline
Quantbot Technologies LP453$39.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc413$35.6K<0.01%+30913F-HRTimeline
Quarry LP407$35.1K0.01%+32513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC365$31K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC329$28.4K<0.01%-24,43013F-HRTimeline
OP Asset Management Ltd311$26.8K<0.01%new13F-HR/ATimeline
Leonteq Securities AG310$26.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…250$21.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc210$18.1K<0.01%+8013F-HRTimeline
DANSKE BANK A/S200$17.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC190$16.4K0.01%-83013F-HRTimeline
Covestor Ltd187$16K0.01%-12313F-HRTimeline
EASTERN BANK170$14.7K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors169$14.6K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC167$14.4K<0.01%+7513F-HRTimeline
Aster Capital Management (DIFC) Ltd160$13.8K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK123$10.6K<0.01%-7013F-HRTimelineGroup
True Wealth Design, LLC122$10.5K<0.01%+9613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.112$9.66K<0.01%-313F-HRTimelineGroup
Westside Investment Management, Inc.96$7.96K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC92$7.93K<0.01%new13F-HRTimeline
Arax Advisory Partners90$7.76K<0.01%-5,34913F-HRTimeline
Parallel Advisors, LLC88$7.59K<0.01%+5013F-HRTimeline
Meramec Financial Planners, LLC107$7.47K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.85$7.33K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.82$7.07K0.01%13F-HRTimeline
Elequin Capital, LP80$6.9K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC68$5.87K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO67$5.78K<0.01%new13F-HRTimelineGroup
Basecamp Wealth Advisors LLC61$5.26K<0.01%13F-HRTimeline
Root Financial Partners, LLC53$4.57K<0.01%+813F-HRTimeline
Global Retirement Partners, LLC48$4.14K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC44$3.79K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC42$3.41K<0.01%-9913F-HRTimeline
MassMutual Private Wealth & Trust, FSB34$2.93K<0.01%-313F-HRTimeline
SJS Investment Consulting Inc.32$2.76K<0.01%+3013F-HRTimeline
Marquette Asset Management, LLC31$2.67K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.31$2.67K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC29$2.5K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc29$2.5K<0.01%+613F-HRTimeline
SIMPLEX TRADING, LLC26$2.24K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.26$2.24K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC23$1.98K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…23$1.98K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC22$1.9K<0.01%+1113F-HRTimeline
SageView Advisory Group, LLC21$1.81K<0.01%new13F-HRTimeline
MAI Capital Management20$1.73K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC19$1.64K<0.01%-3113F-HRTimeline
Godfrey Financial Associates, Inc.18$1.55K<0.01%13F-HRTimeline
Elyxium Wealth, LLC15$1.29K<0.01%new13F-HRTimeline
Bogart Wealth, LLC14$1.21K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.10$1K<0.01%13F-HRTimeline
Fortitude Family Office, LLC11$949<0.01%+613F-HRTimeline
Torren Management, LLC9$776<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7$604<0.01%new13F-HRTimeline
Advocate Investing Services LLC7$604<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$518<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$173<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC2$173<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$173<0.01%013F-HRTimeline
DV Trading LLC2$172<0.01%13F-HRTimeline
Dunhill Financial, LLC1$91<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$87<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$86<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC1$86<0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.