# WORKIVA INC (WK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WK/

- Reporting holders: 6
- Reported value: $784.9K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $480.2K | 7,213 | 0.2% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $193.1K | 2,901 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $59.0K | 887 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $48.7K | 732 | 0.0% | 12 |
| [Lakehouse Capital Pty Ltd](https://holderbook.com/funds/1844830-lakehouse-capital-pty-ltd/) | $13.3K | 199,776 | 11.7% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.3K | 34 | 0.0% | 17 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.6K | 24 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $784.9K |
| Q2 2026 | 308 | $2.5B |
| Q1 2026 | 317 | $3.0B |
| Q4 2025 | 348 | $4.4B |
| Q3 2025 | 316 | $4.2B |
| Q2 2025 | 312 | $3.2B |
| Q1 2025 | 327 | $3.6B |
| Q4 2024 | 314 | $5.2B |
| Q3 2024 | 294 | $3.8B |
| Q2 2024 | 299 | $3.6B |
| Q1 2024 | 301 | $4.2B |
| Q4 2023 | 325 | $5.0B |

