WORKIVA INC (WK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
294
Reporting holders
$2.4B
Reported value
0.3%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $267.2M | 5,507,490 | 0.00% | 8q | +18.8%+$42.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $196.3M | 4,046,352 | 0.01% | 2q | +2.3%+$4.4M |
| Jericho Capital Asset Management L.P. | $168.9M | 3,482,515 | 1.40% | 2q | +41.2%+$49.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $125.1M | 2,578,108 | 0.36% | 4q | +53.5%+$43.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $110.9M | 2,287,053 | 0.00% | 2q | +1.3%+$1.5M |
| FMR LLC | $82.3M | 1,697,045 | 0.00% | 30q | -5.0%-$4.3M |
| STATE STREET CORP | $71.6M | 1,475,546 | 0.00% | 31q | +15.6%+$9.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68.9M | 1,420,426 | 0.03% | 7q | +28.0%+$15.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $62.8M | 1,294,139 | 0.00% | 31q | +5.4%+$3.2M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $61.5M | 1,268,192 | 0.81% | 5q | +3.8%+$2.3M |
| Squarepoint Ops LLC | $60.5M | 1,247,400 | 0.07% | 6q | +110.7%+$31.8M |
| FIRST TRUST ADVISORS LP | $54.6M | 1,126,475 | 0.03% | 29q | +30.5%+$12.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45.8M | 943,485 | 0.12% | 4q | +2.3%+$1.0M |
| Topline Capital Management, LLC | $42.3M | 871,101 | 10.96% | 5q | -17.0%-$8.7M |
| MAIRS & POWER INC | $40.2M | 829,491 | 0.37% | 31q | +15.9%+$5.5M |
| BANK OF AMERICA CORP /DE/ | $39.0M | 804,184 | 0.00% | 31q | +103.6%+$19.9M |
| UBS Group AG | $38.2M | 787,654 | 0.00% | 31q | -30.2%-$16.5M |
| AQR CAPITAL MANAGEMENT LLC | $34.6M | 713,213 | 0.01% | 12q | +112.1%+$18.3M |
| Qube Research & Technologies Ltd | $33.9M | 699,733 | 0.03% | 12q | +92.6%+$16.3M |
| GOLDMAN SACHS GROUP INC | $32.5M | 669,715 | 0.00% | 31q | -17.5%-$6.9M |
| Irenic Capital Management LP | $26.8M | 552,010 | 1.29% | 4q | HELD |
| NORTHERN TRUST CORP | $25.6M | 527,937 | 0.00% | 31q | +9.4%+$2.2M |
| MORGAN STANLEY | $25.5M | 526,630 | 0.00% | 35q | +74.2%+$10.9M |
| LOOMIS SAYLES & CO L P | $23.6M | 487,357 | 0.03% | 13q | -5.4%-$1.3M |
| Conestoga Capital Advisors, LLC | $22.7M | 467,432 | 0.49% | 22q | -38.1%-$13.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.2M | 437,170 | 0.00% | 31q | +2.3%+$485.6K |
| Sixth Street Partners Management Company, L.P. | $21.2M | 437,170 | 0.00% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $21.2M | 436,284 | 0.59% | 31q | -33.0%-$10.4M |
| CITADEL ADVISORS LLC | $18.5M | 349,937 | 0.00% | 31q | -49.4%-$18.0M |
| VANGUARD FIDUCIARY TRUST CO | $18.1M | 373,816 | 0.00% | 2q | +3.7%+$644.9K |
| MARSHALL WACE, LLP | $16.1M | 331,483 | 0.01% | 3q | +4908.8%+$15.8M |
| TWO SIGMA INVESTMENTS, LP | $15.5M | 320,421 | 0.01% | 14q | +34.4%+$4.0M |
| TimesSquare Capital Management, LLC | $15.5M | 319,434 | 0.23% | 20q | -28.4%-$6.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.5M | 284,628 | 0.00% | 31q | +986.4%+$14.1M |
| Nuveen, LLC | $15.5M | 318,573 | 0.00% | 6q | -34.7%-$8.2M |
| Ranger Investment Management, L.P. | $12.9M | 266,945 | 0.82% | 31q | -22.0%-$3.6M |
| Tetragon Partners GP Ltd | $12.1M | 250,000 | 1.91% | 5q | HELD |
| Russell Investments Group, Ltd. | $11.8M | 243,581 | 0.01% | 31q | +112.3%+$6.3M |
| Bank of New York Mellon Corp | $10.2M | 211,125 | 0.00% | 31q | -7.2%-$790.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10.1M | 207,280 | 0.19% | new | NEW |
| Man Group plc | $9.5M | 194,813 | 0.02% | 2q | +115.0%+$5.1M |
| Assenagon Asset Management S.A. | $9.3M | 192,148 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $9.1M | 187,975 | 0.00% | 31q | -15.8%-$1.7M |
| FEDERATED HERMES, INC. | $8.5M | 176,026 | 0.01% | 3q | +46.4%+$2.7M |
| JPMORGAN CHASE & CO | $8.2M | 164,697 | 0.00% | 31q | -13.8%-$1.3M |
| Impax Asset Management Group plc | $7.9M | 162,086 | 0.05% | 26q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $7.8M | 160,793 | 0.01% | 9q | +18.4%+$1.2M |
| XTX Topco Ltd | $7.8M | 159,959 | 0.10% | 3q | +912.3%+$7.0M |
| Private Wealth Asset Management, LLC | $7.7M | 158,000 | 0.74% | 6q | HELD |
| CADIAN CAPITAL MANAGEMENT, LP | $7.0M | 144,200 | 0.53% | new | NEW |
| ROYCE & ASSOCIATES LP | $6.8M | 140,000 | 0.05% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $6.4M | 132,100 | 0.00% | 20q | -1.1%-$72.8K |
| RENAISSANCE TECHNOLOGIES LLC | $6.3M | 129,540 | 0.01% | 31q | -38.1%-$3.9M |
| BROWN CAPITAL MANAGEMENT LLC | $6.2M | 128,497 | 1.25% | 15q | -13.8%-$994.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.8M | 119,503 | 0.01% | 9q | -13.7%-$922.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.8M | 119,357 | 0.02% | 2q | +853.1%+$5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.7M | 117,899 | 0.00% | 31q | -7.5%-$462.8K |
| OP Asset Management Ltd | $5.4M | 111,991 | 0.06% | 3q | +86.1%+$2.5M |
| Point72 Asset Management, L.P. | $5.1M | 105,127 | 0.01% | new | NEW |
| Verition Fund Management LLC | $5.0M | 103,400 | 0.01% | new | NEW |
| Swiss National Bank | $4.9M | 101,421 | 0.00% | 31q | +2.9%+$140.7K |
| ALGERT GLOBAL LLC | $4.9M | 101,150 | 0.06% | 5q | +33.8%+$1.2M |
| FIFTH THIRD BANCORP | $4.8M | 99,711 | 0.01% | 31q | -15.0%-$853.0K |
| Praesidium Investment Management Company, LLC | $4.6M | 95,218 | 2.15% | 4q | -36.7%-$2.7M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4.4M | 91,698 | 0.02% | 25q | +9.7%+$394.7K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4.4M | 91,198 | 0.04% | 13q | -4.9%-$229.1K |
| Madison Asset Management, LLC | $4.4M | 89,980 | 0.05% | 8q | +45.7%+$1.4M |
| Jefferies Financial Group Inc. | $4.2M | 87,532 | 0.03% | 6q | +1.2%+$50.1K |
| LGT Fund Management Co Ltd. | $4.2M | 85,800 | 0.17% | new | NEW |
| NICHOLAS COMPANY, INC. | $4.1M | 83,809 | 0.07% | 9q | +4.1%+$159.1K |
| Summit Creek Advisors LLC | $3.9M | 80,717 | 1.33% | 6q | -11.5%-$507.0K |
| CIBC Bancorp USA Inc. | $3.9M | 79,515 | 0.00% | 3q | -1.5%-$58.4K |
| ALLIANCEBERNSTEIN L.P. | $3.8M | 64,556 | 0.00% | 31q | +8.9%+$314.7K |
| Balyasny Asset Management L.P. | $3.8M | 78,981 | 0.00% | 3q | +277.2%+$2.8M |
| BARCLAYS PLC | $3.7M | 77,268 | 0.00% | 31q | +61.4%+$1.4M |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M | 76,943 | 0.00% | 31q | +235.4%+$2.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.6M | 74,360 | 0.01% | 22q | -6.8%-$264.2K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.4M | 70,441 | 0.22% | 3q | +178.1%+$2.2M |
| DEUTSCHE BANK AG\ | $3.3M | 68,129 | 0.00% | 34q | +15.4%+$440.3K |
| RHUMBLINE ADVISERS | $3.2M | 66,866 | 0.00% | 31q | HELD |
| Engineers Gate Manager LP | $3.2M | 66,202 | 0.04% | 14q | +10.6%+$308.4K |
| SEI INVESTMENTS CO | $3.2M | 65,093 | 0.00% | 25q | +24.9%+$629.2K |
| AMERIPRISE FINANCIAL INC | $3.0M | 61,751 | 0.00% | 27q | -88.7%-$23.6M |
| Corient Private Wealth LP | $2.8M | 57,922 | 0.00% | 2q | +166.8%+$1.8M |
| CITIGROUP INC | $2.7M | 56,272 | 0.00% | 31q | +12.4%+$301.3K |
| Kopp Family Office, LLC | $2.7M | 55,807 | 1.66% | 15q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.7M | 54,783 | 0.01% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $2.6M | 53,737 | 0.00% | 28q | +832.0%+$2.3M |
| Abacus Planning Group, Inc. | $2.6M | 52,954 | 0.32% | 7q | HELD |
| Quantinno Capital Management LP | $2.5M | 52,312 | 0.00% | 8q | +41.7%+$746.4K |
| WELLS FARGO & COMPANY/MN | $2.5M | 51,166 | 0.00% | 31q | -43.7%-$1.9M |
| PRUDENTIAL FINANCIAL INC | $2.5M | 50,800 | 0.00% | 25q | -37.2%-$1.5M |
| Invesco Ltd. | $2.5M | 50,608 | 0.00% | 26q | +4.3%+$100.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.4M | 50,216 | 0.00% | 2q | +8.3%+$186.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,687 | 0.00% | 31q | -9.7%-$252.4K |
| HSBC HOLDINGS PLC | $2.2M | 46,080 | 0.00% | 3q | +181.4%+$1.4M |
| Siren, L.L.C. | $2.2M | 45,000 | 0.04% | 7q | -51.4%-$2.3M |
| Aequim Alternative Investments LP | $2.2M | 44,815 | 0.03% | 7q | HELD |
| Holocene Advisors, LP | $2.1M | 43,225 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $2.0M | 42,199 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Jericho Capital Asset Management L.P.with 1 co-filers | 6.6% |
| 2026-07-31 | 13G | Vanguard Capital Management | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 294 | $2.4B | 48,382,292 | 61 | 108 | 83 | 0.3% |
| Q1 2026 | 300 | $2.9B | 48,448,862 | 42 | 104 | 106 | 0.4% |
| Q4 2025 | 324 | $4.2B | 48,568,981 | 56 | 103 | 96 | 0.1% |
| Q3 2025 | 290 | $3.9B | 45,838,524 | 51 | 89 | 95 | 0.4% |
| Q2 2025 | 282 | $3.0B | 43,520,911 | 34 | 91 | 109 | 0.2% |
| Q1 2025 | 293 | $3.3B | 42,956,111 | 52 | 106 | 79 | 0.3% |
| Q4 2024 | 282 | $4.7B | 43,232,528 | 48 | 78 | 93 | 0.3% |
| Q3 2024 | 260 | $3.5B | 43,879,847 | 30 | 80 | 105 | 0.3% |
| Q2 2024 | 265 | $3.2B | 44,363,795 | 39 | 94 | 93 | 0.3% |
| Q1 2024 | 261 | $3.8B | 44,343,580 | 28 | 86 | 98 | 0.3% |
| Q4 2023 | 279 | $4.5B | 43,740,647 | 20 | 87 | 98 | 0.5% |
| Q3 2023 | 290 | $4.2B | 41,193,881 | 41 | 91 | 88 | 0.8% |
| Q2 2023 | 268 | $4.1B | 40,317,778 | 24 | 90 | 92 | 0.6% |
| Q1 2023 | 265 | $4.2B | 40,802,576 | 53 | 74 | 85 | 0.7% |
| Q4 2022 | 212 | $2.9B | 34,446,537 | 39 | 62 | 74 | 1.1% |
| Q3 2022 | 264 | $3.4B | 43,914,039 | 46 | 102 | 70 | 0.2% |
| Q2 2022 | 252 | $3.1B | 46,203,026 | 21 | 116 | 83 | 0.2% |
| Q1 2022 | 291 | $5.3B | 44,774,192 | 34 | 116 | 90 | 0.4% |
| Q4 2021 | 322 | $5.6B | 42,427,193 | 53 | 112 | 94 | 0.6% |
| Q3 2021 | 283 | $5.9B | 41,607,061 | 50 | 92 | 79 | 0.6% |
| Q2 2021 | 251 | $4.3B | 38,867,858 | 37 | 100 | 60 | 0.2% |
| Q1 2021 | 238 | $3.3B | 36,999,114 | 41 | 79 | 84 | 0.3% |
| Q4 2020 | 219 | $3.3B | 35,594,869 | 44 | 75 | 65 | 0.6% |
| Q3 2020 | 188 | $1.8B | 32,885,630 | 33 | 59 | 55 | 0.3% |
| Q2 2020 | 182 | $1.7B | 31,453,400 | 54 | 64 | 42 | 0.4% |
| Q1 2020 | 141 | $936.5M | 28,904,546 | 21 | 53 | 41 | 0.1% |
| Q4 2019 | 157 | $1.2B | 28,888,731 | 16 | 56 | 52 | 0.2% |
| Q3 2019 | 176 | $1.2B | 28,092,334 | 27 | 77 | 46 | 0.6% |
| Q2 2019 | 178 | $1.5B | 26,112,127 | 37 | 77 | 34 | 1.1% |
| Q1 2019 | 163 | $1.2B | 23,407,295 | 41 | 49 | 40 | 0.5% |
| Q4 2018 | 140 | $788.6M | 21,821,314 | 4 | 1 | 2 | 0.7% |