WorkivaWK

13F holders, Q2 2026 (June 30)
306holders −9
58new positions
69sold out
8famous investors
$48.53avg. 13F price*

At the end of Q2 2026, 306 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 9 from Q1 2026. 58 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($267.2M), Vanguard Portfolio Management LLC ($196.3M) and Jericho Capital Asset Management L.P. ($168.9M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Workiva Inc.
CUSIP
98139A105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 300Q2 2024Q3 2024: 294Q3 2024Q4 2024: 315Q4 2024Q1 2025: 329Q1 2025Q2 2025: 312Q2 2025Q3 2025: 313Q3 2025Q4 2025: 348Q4 2025Q1 2026: 315Q1 2026Q2 2026: 306Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions58$66.1M
Exits69$164.0M

All 13F filers, Q1 2026 → Q2 2026: 10,079,629 shares bought and 6,720,539 shares sold, net +3,359,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 306 holders

BlackRock, Inc. 0.00% Add +18.8% 5,507,490 $267.2M
Vanguard Portfolio Management LLC 0.01% Add +2.3% 4,046,352 $196.3M
Jericho Capital Asset Management L.P. 1.40% Add +41.2% 3,482,515 $168.9M
Hotchkis & Wiley Capital Management LLC 0.36% Add +53.5% 2,578,108 $125.1M
Vanguard Capital Management LLC 0.00% Add +1.3% 2,287,053 $110.9M
FMR LLC 0.00% Reduce -5.0% 1,697,045 $82.3M
State Street Corp. 0.00% Add +15.7% 1,475,546 $71.6M
Arrowstreet Capital, Limited Partnership 0.03% Add +28.0% 1,420,426 $68.9M
Geode Capital Management, LLC 0.00% Add +5.5% 1,294,139 $62.8M
Edmond DE Rothschild Holding S.A. 0.81% Add +3.8% 1,268,192 $61.5M
Squarepoint Ops LLC 0.12% Add +110.7% 1,247,400 $60.5M
First Trust Advisors LP 0.03% Add +30.5% 1,126,475 $54.6M
T. Rowe Price Associates Inc. 0.00% Add +79.3% 966,637 $46.9M
Fuller & Thaler Asset Management, Inc. 0.12% Add +2.3% 943,485 $45.8M
Topline Capital Management, LLC 10.96% Reduce -17.1% 871,101 $42.3M
Mairs & Power Inc. 0.37% Add +15.9% 829,491 $40.2M
Bank of America Corp. 0.00% Add +103.6% 804,184 $39.0M
UBS Group AG 0.01% Reduce -30.2% 787,654 $38.2M
AQR Capital Management 0.01% Add +112.1% 713,213 $34.6M
Qube Research & Technologies Ltd 0.04% Add +92.6% 699,733 $33.9M
Goldman Sachs Group Inc. 0.00% Reduce -17.5% 669,715 $32.5M
Irenic Capital Management LP 1.93% No change 552,010 $26.8M
Northern Trust Corp. 0.00% Add +9.4% 527,937 $25.6M
Morgan Stanley 0.00% Add +74.2% 526,630 $25.5M
Loomis Sayles & Co. L P 0.03% Reduce -5.4% 487,357 $23.6M
Conestoga Capital Advisors, LLC 0.49% Reduce -38.0% 467,432 $22.7M
Charles Schwab Investment Management Inc. 0.00% Add +2.3% 437,170 $21.2M
Riverbridge Partners LLC 0.59% Reduce -33.0% 436,284 $21.2M
Vanguard Fiduciary Trust Co. 0.00% Add +3.7% 373,816 $18.1M
Citadel Advisors 0.01% Reduce -49.5% 349,937 $17.0M
Acadian Asset Management LLC 0.02% Add +1654.5% 340,141 $16.5M
Marshall Wace, LLP 0.01% Add +4908.8% 331,483 $16.1M
Two Sigma Investments, LP 0.01% Add +34.4% 320,421 $15.5M
TimesSquare Capital Management, LLC 0.23% Reduce -28.4% 319,434 $15.5M
Nuveen, LLC 0.00% Reduce -34.7% 318,573 $15.5M
Susquehanna International Group, LLP 0.01% Add +986.4% 284,628 $13.8M
Ranger Investment Management, L.P. 0.82% Reduce -22.0% 266,945 $12.9M
Tetragon Partners GP Ltd 1.97% No change 250,000 $12.1M
Russell Investments Group, Ltd. 0.01% Add +112.3% 243,581 $11.8M
Bank of New York Mellon Corp 0.00% Reduce -7.2% 211,125 $10.2M
Susquehanna Fundamental Investments, LLC 0.19% New 207,280 $10.1M
Man Group plc 0.02% Add +115.0% 194,813 $9.5M
Royal Bank of Canada 0.00% Reduce -15.8% 187,975 $9.1M
Federated Hermes, Inc. 0.01% Add +46.4% 176,026 $8.5M
JPMorgan Chase & Co. 0.00% Reduce -13.8% 164,697 $8.2M
Impax Asset Management Group plc 0.05% No change 162,086 $7.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +18.4% 160,793 $7.8M
XTX Topco Ltd 0.10% Add +912.3% 159,959 $7.8M
Private Wealth Asset Management, LLC 0.74% No change 158,000 $7.7M
Cadian Capital Management, LP 0.53% New 144,200 $7.0M
Royce & Associates LP 0.05% New 140,000 $6.8M
Canada Pension Plan Investment Board 0.00% Reduce -1.1% 132,100 $6.4M
Renaissance Technologies 0.01% Reduce -38.1% 129,540 $6.3M
Brown Capital Management LLC 1.25% Reduce -13.8% 128,497 $6.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -13.7% 119,503 $5.8M
Jacobs Levy Equity Management, Inc. 0.02% Add +853.1% 119,357 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.5% 117,899 $5.7M
OP Asset Management Ltd 0.06% Add +86.1% 111,991 $5.4M
Harbor Capital Advisors, Inc. 0.37% Add +55.8% 111,613 $5.4M
HRT Financial LP 0.01% New 109,498 $5.3M
Point72 Asset Management 0.01% New 105,127 $5.1M
Swiss National Bank 0.00% Add +2.9% 101,421 $4.9M
Algert Global LLC 0.06% Add +167.6% 101,150 $4.9M
Lakehouse Capital Pty Ltd 5.42% Reduce -45.1% 101,026 $4.9M
Fifth Third Bancorp 0.01% Reduce -15.0% 99,711 $4.8M
Assenagon Asset Management S.A. 0.01% New 96,074 $4.7M
Praesidium Investment Management Company, LLC 2.15% Reduce -36.7% 95,218 $4.6M
King Luther Capital Management Corp. 0.02% Add +9.7% 91,698 $4.4M
Mutual of America Capital Management LLC 0.04% Reduce -4.9% 91,198 $4.4M
Madison Asset Management, LLC 0.05% Add +45.7% 89,980 $4.4M
Jefferies Financial Group Inc. 0.04% Add +1.2% 87,532 $4.2M
LGT Fund Management Co Ltd. 0.17% New 85,800 $4.2M
Nicholas Company, Inc. 0.07% Add +4.1% 83,809 $4.1M
Summit Creek Advisors LLC 1.33% Reduce -11.5% 80,717 $3.9M
CIBC Bancorp USA Inc. 0.00% Reduce -1.5% 79,515 $3.9M
Alliancebernstein L.P. 0.00% Add +8.9% 64,556 $3.8M
Balyasny Asset Management L.P. 0.01% Add +277.2% 78,981 $3.8M
Barclays PLC 0.00% Add +61.4% 77,268 $3.7M
BNP Paribas Financial Markets 0.00% Add +235.4% 76,943 $3.7M
State of Wisconsin Investment Board 0.01% Reduce -6.8% 74,360 $3.6M
Dark Forest Capital Management LP 0.22% Add +178.1% 70,441 $3.4M
Deutsche Bank AG 0.00% Add +15.4% 68,129 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Add +9.1% 67,595 $3.3M
Rhumbline Advisers 0.00% Add +0.1% 66,866 $3.2M
Engineers Gate Manager LP 0.04% Add +10.6% 66,202 $3.2M
Sei Investments Co. 0.00% Add +24.9% 65,093 $3.2M
Ameriprise Financial Inc. 0.00% Reduce -77.4% 61,751 $3.0M
California State Teachers Retirement System 0.00% Reduce -2.8% 59,837 $2.9M
Citigroup Inc. 0.00% Add +12.4% 56,272 $2.7M
Kopp Family Office, LLC 1.66% Reduce -0.1% 55,807 $2.7M
Voloridge Investment Management, LLC 0.01% New 54,783 $2.7M
Victory Capital Management Inc. 0.00% Add +832.0% 53,737 $2.6M
Abacus Planning Group, Inc. 0.32% No change 52,954 $2.6M
Quantinno Capital Management LP 0.00% Add +41.7% 52,312 $2.5M
Verition Fund Management LLC 0.02% New 51,700 $2.5M
Wells Fargo & Company 0.00% Add +12.6% 51,166 $2.5M
Prudential Financial Inc. 0.00% Reduce -37.2% 50,800 $2.5M
Invesco Ltd. 0.00% Add +4.3% 50,608 $2.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +8.3% 50,216 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -9.7% 48,687 $2.4M

"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.

Show all 306 holders