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Disclosery

WK WORKIVA INC

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Stock (common), issuer CIK 1445305

308 managers (316 13F filers) reported a position in WK shares at 2026-03-31, 48,894,883 shares in all. 42 filers opened a position and 75 filers sold out during the quarter.

Managers
308
13F filers
316
New
42
Added
112
Reduced
117
Sold out
75
Shares held by filers
48,894,883

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Atria Investments, Inc4,100$244K<0.01%-32013F-HRTimeline
TWINBEECH CAPITAL LP4,100$244K0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,082$243K0.01%013F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC3,972$237K0.15%-43,21513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,962$237K<0.01%+37313F-HRTimelineGroup
Janney Montgomery Scott LLC3,965$236K<0.01%-12,33513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,842$229K<0.01%-1,97013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,815$227K<0.01%+10813F-HRTimelineGroup
Callan Family Office, LLC3,717$222K0.01%+20113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC3,671$219K<0.01%+70013F-HRTimelineGroup
Inlight Wealth Management, LLC3,607$215K0.08%013F-HRTimeline
WEALTH ALLIANCE, LLC3,536$211K0.02%+16813F-HRTimeline
RIA Advisory Group LLC3,440$205K0.05%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,434$205K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,404$203K<0.01%-1,10013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,387$202K<0.01%-1,56813F-HRTimelineGroup
EntryPoint Capital, LLC3,364$201K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,194$190K<0.01%+2,26213F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,186$190K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.2,819$168K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust2,702$161K0.01%-12413F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,315$138K<0.01%+45413F-HR/ATimeline
Bayforest Capital Ltd2,303$137K0.15%-54613F-HRTimeline
State of Alaska, Department of Revenue2,259$134K<0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,149$128K-3,129Timeline
Federation des caisses Desjardins du Qu…1,984$118K<0.01%+1,73413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,911$114K<0.01%-1,78613F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA1,658$98.9K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,619$96.5K<0.01%-7013F-HRTimelineGroup
Paladin Advisory Group, LLC1,570$93.6K0.07%-28713F-HRTimeline
GAMMA Investing LLC1,427$85.1K<0.01%+79113F-HRTimeline
KBC Group NVin group KBC Group NV1,425$85K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,201$70.5K<0.01%-59613F-HRTimeline
Hilltop National Bank943$56.2K0.01%-2613F-HRTimeline
Leonteq Securities AG903$53.8K<0.01%+59313F-HRTimeline
Advisors Asset Management, Inc.839$50K<0.01%-1513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC814$48.5K<0.01%+3313F-HRTimeline
Caitong International Asset Management …800$47.7K0.01%-12713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP723$43.1K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates703$41.9K0.01%013F-HRTimeline
Allworth Financial LP655$39.1K<0.01%-32613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP669$38.7K<0.01%+7413F-HRTimelineGroup
Kemnay Advisory Services Inc.643$38.3K0.01%-1,17513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.621$37K<0.01%+50913F-HR/ATimelineGroup
Park Place Capital Corp617$36.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC564$33.7K<0.01%-10513F-HRTimeline
HARBOUR INVESTMENTS, INC.509$30.4K<0.01%013F-HRTimeline
Abound Wealth Management500$29.8K0.01%013F-HRTimeline
MAI Capital Management489$29.2K<0.01%+46913F-HRTimeline
STRS OHIO400$23.9K<0.01%-2,50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.376$22.4K<0.01%-18313F-HRTimelineGroup
Essential Partners LLC332$19.8K0.01%-62113F-HRTimeline
Sterling Capital Management LLC329$19.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC305$18K<0.01%-6013F-HRTimelineGroup
SIGNATUREFD, LLC298$17.8K<0.01%-21513F-HRTimeline
ROTHSCHILD INVESTMENT LLC223$13.3K<0.01%+5613F-HRTimeline
Larson Financial Group LLC220$13.1K<0.01%-3,03913F-HRTimeline
Advisory Services Network, LLC213$12.7K<0.01%new13F-HRTimeline
True Wealth Design, LLC193$11.5K<0.01%+7113F-HRTimeline
Versant Capital Management, Inc176$10.5K<0.01%-3413F-HRTimeline
EASTERN BANK170$10.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC165$9.84K<0.01%+7713F-HR/ATimeline
IFP Advisors, Inc164$9.78K<0.01%-24913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.103$6.14K<0.01%+1813F-HRTimeline
Meramec Financial Planners, LLC107$6.09K<0.01%013F-HRTimeline
Covestor Ltd94$6K<0.01%-9313F-HRTimeline
Westside Investment Management, Inc.96$5.76K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…92$5.49K<0.01%new13F-HRTimeline
WHITTIER TRUST CO90$5.38K<0.01%new13F-HRTimeline
Arax Advisory Partners86$5.13K<0.01%-413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70$4.17K<0.01%-86613F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC68$4.05K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc67$4K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC61$3.64K<0.01%new13F-HRTimeline
FIRST HORIZON CORP56$3.34K<0.01%-45313F-HRTimeline
Basecamp Wealth Advisors LLC56$3.34K<0.01%-513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC48$2.86K<0.01%+4613F-HRTimelineGroup
MATHER GROUP, LLC.46$2.74K<0.01%new13F-HRTimeline
BAYBAN44$2.62K<0.01%new13F-HRTimeline
Root Financial Partners, LLC43$2.56K<0.01%-1013F-HRTimeline
Marquette Asset Management, LLC34$2.03K<0.01%+313F-HRTimeline
CVA Family Office, LLC32$1.91K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.31$1.85K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB30$1.79K<0.01%-413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK27$1.61K<0.01%-9613F-HRTimelineGroup
Godfrey Financial Associates, Inc.22$1.31K<0.01%+413F-HRTimeline
Kilter Group LLC21$1.25K<0.01%new13F-HRTimeline
Elequin Capital, LP21$1.25K<0.01%-5913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC20$1.19K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC20$1.19K<0.01%-913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC11$656<0.01%-1113F-HRTimeline
SJS Investment Consulting Inc.10$597<0.01%-2213F-HRTimeline
Private Wealth Management Group, LLC10$597<0.01%-1313F-HRTimeline
Physician Wealth Advisors, Inc.9$537<0.01%new13F-HRTimeline
Fortitude Family Office, LLC9$537<0.01%-213F-HRTimeline
Keating Financial Advisory Services, In…9$537<0.01%-1413F-HRTimeline
JPL Wealth Management, LLC6$358<0.01%new13F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.2$120<0.01%+113F-HRTimeline
DiNuzzo Private Wealth, Inc.2$120<0.01%-413F-HRTimeline
Dunhill Financial, LLC1$62<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1$60<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$60<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1$60<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$60<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$60<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC1$59<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC8$00%+513F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.