WorkivaWK

13F holders, Q1 2026 (March 31)
315holders −33
42new positions
72sold out
6famous investors
$59.75avg. 13F price*

At the end of Q1 2026, 315 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 33 from Q4 2025. 42 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($276.5M), Vanguard Portfolio Management LLC ($235.9M) and Eminence Capital, LP ($150.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions42$264.1M
Exits72$380.3M

All 13F filers, Q4 2025 → Q1 2026: 10,775,979 shares bought and 11,638,346 shares sold, net −862,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

BlackRock, Inc. 0.00% Add +4.3% 4,637,070 $276.5M
Vanguard Portfolio Management LLC 0.01% — 3,955,667 $235.9M
Eminence Capital, LP 3.45% Reduce -32.0% 2,519,889 $150.3M
Jericho Capital Asset Management L.P. 2.17% New 2,465,745 $147.0M
Vanguard Capital Management LLC 0.00% — 2,256,903 $134.6M
FMR LLC 0.01% Add +28.5% 1,785,723 $106.5M
Hotchkis & Wiley Capital Management LLC 0.31% Add +43.5% 1,679,788 $100.2M
State Street Corp. 0.00% Add +2.9% 1,275,923 $76.1M
Geode Capital Management, LLC 0.00% Add +3.0% 1,227,309 $73.2M
Edmond DE Rothschild Holding S.A. 1.05% Add +29.8% 1,221,561 $72.8M
UBS Group AG 0.01% Reduce -48.8% 1,127,988 $67.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +88.5% 1,109,646 $66.2M
Hawk Ridge Capital Management LP 2.37% New 1,091,582 $65.1M
Topline Capital Management, LLC 10.35% Add +264.3% 1,050,090 $62.6M
Fuller & Thaler Asset Management, Inc. 0.19% Add +3.2% 922,167 $55.0M
First Trust Advisors LP 0.04% Add +16.4% 862,936 $51.5M
Goldman Sachs Group Inc. 0.01% Add +170.6% 811,530 $48.4M
Conestoga Capital Advisors, LLC 0.90% Reduce -30.3% 754,553 $45.0M
Mairs & Power Inc. 0.44% Reduce -1.7% 715,640 $42.7M
Citadel Advisors 0.03% Add +74.7% 692,255 $41.3M
Nomura Asset Management International Inc. 0.07% Reduce -10.9% 656,603 $39.2M
Riverbridge Partners LLC 0.95% Reduce -43.5% 651,243 $38.8M
Squarepoint Ops LLC 0.08% Add +1038.6% 592,004 $35.3M
Irenic Capital Management LP 2.99% No change 552,010 $32.9M
T. Rowe Price Associates Inc. 0.00% Reduce -48.6% 539,042 $32.1M
Loomis Sayles & Co. L P 0.04% Add +13.6% 514,936 $30.7M
Nuveen, LLC 0.01% Reduce -2.4% 487,928 $29.1M
Northern Trust Corp. 0.00% Reduce -4.3% 482,556 $28.8M
TimesSquare Capital Management, LLC 0.45% Reduce -11.2% 446,365 $26.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.0% 427,159 $25.5M
Bank of America Corp. 0.00% Reduce -1.7% 394,941 $23.6M
Qube Research & Technologies Ltd 0.03% Add +314.1% 363,333 $21.7M
Vanguard Fiduciary Trust Co. 0.01% — 360,522 $21.5M
Goldentree Asset Management LP 1.27% New 358,248 $21.3M
Ranger Investment Management, L.P. 1.48% Add +11.5% 342,185 $20.4M
AQR Capital Management 0.01% Reduce -35.6% 336,293 $20.1M
Jane Street Group, LLC 0.02% Add +58.0% 307,289 $18.3M
Morgan Stanley 0.00% Reduce -76.1% 302,275 $18.0M
Ameriprise Financial Inc. 0.00% Reduce -14.9% 273,687 $16.3M
Lakehouse Capital Pty Ltd 10.81% Add +21.1% 184,108 $16.0M
Tetragon Partners GP Ltd 2.93% Add +66.7% 250,000 $14.9M
Two Sigma Investments, LP 0.01% Add +927.7% 238,441 $14.2M
Bank of New York Mellon Corp 0.00% Reduce -2.3% 227,426 $13.6M
Pembroke Management, LTD 1.94% Reduce -52.6% 224,900 $13.4M
Royal Bank of Canada 0.00% Reduce -24.9% 223,336 $13.3M
Renaissance Technologies 0.02% Reduce -25.1% 209,140 $12.5M
JPMorgan Chase & Co. 0.00% Add +69.2% 191,022 $11.2M
Tudor Investment Corporation 0.06% Add +1345.2% 179,581 $10.7M
Janus Henderson Group PLC 0.00% Reduce -23.1% 173,155 $10.3M
Trexquant Investment LP 0.07% Add +44.8% 169,574 $10.1M
Impax Asset Management Group plc 0.07% Add +19.1% 162,086 $9.7M
Private Wealth Asset Management, LLC 1.01% Reduce -9.8% 158,000 $9.4M
Praesidium Investment Management Company, LLC 2.14% Add +7.1% 150,409 $9.0M
Brown Capital Management LLC 1.26% Reduce -28.5% 148,997 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.5% 138,514 $8.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +2.6% 135,843 $8.1M
Ensign Peak Advisors, Inc 0.01% Add +3345.9% 134,977 $8.0M
Canada Pension Plan Investment Board 0.01% Reduce -1.4% 133,600 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.4% 127,439 $7.6M
Millennium Management 0.01% Add +66.0% 127,380 $7.6M
Federated Hermes, Inc. 0.01% Add +278.9% 120,211 $7.2M
Fifth Third Bancorp 0.01% Add +10410.3% 117,295 $7.0M
Russell Investments Group, Ltd. 0.01% Add +5.5% 114,759 $6.8M
Cypress Point Investment Management LP 1.44% New 102,698 $6.1M
Swiss National Bank 0.00% Add +0.8% 98,521 $5.9M
Mutual of America Capital Management LLC 0.07% Reduce -0.3% 95,921 $5.7M
Siren, L.L.C. 0.15% Add +16.9% 92,500 $5.5M
Summit Creek Advisors LLC 1.12% Reduce -13.6% 91,169 $5.4M
Man Group plc 0.01% New 90,607 $5.4M
Jefferies Financial Group Inc. 0.07% Reduce -71.2% 86,500 $5.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 85,762 $5.1M
Alliancebernstein L.P. 0.00% Add +2.1% 59,279 $5.1M
King Luther Capital Management Corp. 0.02% Add +4.3% 83,561 $5.0M
Prudential Financial Inc. 0.01% Reduce -17.1% 80,850 $4.8M
CIBC Bancorp USA Inc. 0.01% — 80,719 $4.8M
Nicholas Company, Inc. 0.09% Reduce -0.5% 80,529 $4.8M
State of Wisconsin Investment Board 0.01% Reduce -25.7% 79,806 $4.8M
Harbor Capital Advisors, Inc. 0.35% Add +33.3% 71,652 $4.3M
Rhumbline Advisers 0.00% Add +1.6% 66,816 $4.0M
EFG International AG 0.08% Add +22.2% 62,055 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +21.4% 61,937 $3.7M
Madison Asset Management, LLC 0.05% Add +16.2% 61,752 $3.7M
California State Teachers Retirement System 0.00% Add +30.3% 61,566 $3.7M
OP Asset Management Ltd 0.04% Add +19249.5% 60,177 $3.6M
Engineers Gate Manager LP 0.04% Reduce -28.3% 59,845 $3.6M
Deutsche Bank AG 0.00% Add +8.8% 59,053 $3.5M
Kopp Family Office, LLC 2.29% No change 55,866 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -63.3% 53,890 $3.2M
Abacus Planning Group, Inc. 0.43% No change 52,954 $3.2M
Sei Investments Co. 0.00% Reduce -54.5% 52,123 $3.1M
13D Management LLC 4.81% No change 52,000 $3.1M
Occudo Quantitative Strategies LP 0.17% Add +323.7% 57,340 $3.1M
Citigroup Inc. 0.00% Add +67.5% 50,061 $3.0M
Invesco Ltd. 0.00% Add +16.2% 48,540 $2.9M
Barclays PLC 0.00% Reduce -91.8% 47,862 $2.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 46,382 $2.8M
Wells Fargo & Company 0.00% Reduce -24.9% 45,452 $2.7M
Aequim Alternative Investments LP 1.15% No change 44,815 $2.7M
Jump Financial, LLC 0.04% New 43,375 $2.6M
Legal & General Group Plc 0.00% Reduce -18.6% 41,566 $2.5M

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

Show all 315 holders