WORKIVA INC WK

US Technology Services-Prepackaged Software
$51.93
+2.2%
52w: $44.31 – $93.31

Latest 13F among current holders filed 11 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
44.3168.8193.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
319
-30 QoQ
13F value
$2.96B
-33.6% QoQ
Smart-money holders
23
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
2.0×
$7.4M calls / $3.7M puts

Institutional value by quarter

$4.28B
Q1 2024
$3.56B
Q2 2024
$3.78B
Q3 2024
$5.22B
Q4 2024
$3.63B
Q1 2025
$3.21B
Q2 2025
$4.23B
Q3 2025
$4.46B
Q4 2025
$2.96B
Q1 2026

Number of holders

305
Q1 2024
303
Q2 2024
297
Q3 2024
318
Q4 2024
333
Q1 2025
318
Q2 2025
314
Q3 2025
349
Q4 2025
319
Q1 2026

Who owns WK?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider4.6M$276.5M0.0%+4.3%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical4.0M$235.9M0.0%
EMINENCE CAPITAL, LP ★2Fundamental diversified2.5M$150.3M3.4%-32.0%
Jericho Capital Asset Management L.P. ★2Fundamental concentrated2.5M$147.0M2.2%New
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical2.3M$134.6M0.0%
FMR LLC Long only active1.8M$106.5M0.0%+28.5%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Other1.7M$100.2M0.3%+43.6%
STATE STREET CORP Index provider1.3M$76.1M0.0%+2.9%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.2M$73.2M0.0%+2.9%
EDMOND DE ROTHSCHILD HOLDING S.A. Other1.2M$72.8M1.1%+29.8%
UBS Group AG Bank broker1.1M$67.3M0.0%-48.8%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb1.1M$66.2M0.0%+88.5%
HAWK RIDGE CAPITAL MANAGEMENT LP ★2Fundamental diversified1.1M$65.1M2.4%New
Topline Capital Management, LLC ★3Fundamental concentrated1.1M$62.6M10.3%+264.3%
FULLER & THALER ASSET MANAGEMENT, INC. Other922.2K$55.0M0.2%-48.4%
FIRST TRUST ADVISORS LP Index provider862.9K$51.5M0.0%+16.4%
GOLDMAN SACHS GROUP INC Bank broker811.5K$48.4M0.0%+170.6%
Conestoga Capital Advisors, LLC ★2Fundamental diversified754.6K$45.0M0.9%-30.3%
MAIRS & POWER INC Other715.6K$42.7M0.4%-1.7%
CITADEL ADVISORS LLC Multistrat pod692.3K$41.3M0.0%+74.7%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Diversified mechanical656.6K$39.2M0.1%-10.9%
RIVERBRIDGE PARTNERS LLC Other651.2K$38.8M1.0%-43.5%
Squarepoint Ops LLC Quant stat arb592.0K$35.3M0.1%+1038.6%
Irenic Capital Management LP ★2Fundamental concentrated552.0K$32.9M3.0%Held
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical539.0K$32.1M0.0%-48.6%
LOOMIS SAYLES & CO L P Other514.9K$30.7M0.0%+13.6%
Nuveen, LLC Diversified mechanical487.9K$29.1M0.0%-2.4%
NORTHERN TRUST CORP Index provider482.6K$28.8M0.0%-4.3%
TimesSquare Capital Management, LLC Other446.4K$26.6M0.5%-11.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider427.2K$25.5M0.0%-1.0%
BANK OF AMERICA CORP /DE/ Bank broker394.9K$23.6M0.0%-1.7%
Qube Research & Technologies Ltd Quant stat arb363.3K$21.7M0.0%+314.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical360.5K$21.5M0.0%
GOLDENTREE ASSET MANAGEMENT LP ★2Fundamental concentrated358.2K$21.3M1.3%New
Ranger Investment Management, L.P. Other342.2K$20.4M1.5%+11.5%
AQR CAPITAL MANAGEMENT LLC Quant stat arb336.3K$20.1M0.0%-35.6%
JANE STREET GROUP, LLC Market maker307.3K$18.3M0.0%+58.0%
MORGAN STANLEY Bank broker302.3K$18.0M0.0%-76.1%
AMERIPRISE FINANCIAL INC Bank broker273.7K$16.3M0.0%-14.9%
Lakehouse Capital Pty Ltd ★3Fundamental concentrated184.1K$16.0M10.8%+21.1%
Tetragon Partners GP Ltd ★3Fundamental concentrated250.0K$14.9M2.9%+66.7%
TWO SIGMA INVESTMENTS, LP Quant stat arb238.4K$14.2M0.0%+927.7%
MIZUHO SECURITIES USA LLC Other13.9M$13.7M0.3%+470.9%
Bank of New York Mellon Corp Diversified mechanical227.4K$13.6M0.0%-2.3%
Pembroke Management, LTD ★2Fundamental diversified224.9K$13.4M1.9%-52.6%
ROYAL BANK OF CANADA Bank broker223.3K$13.3M0.0%-24.9%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb209.1K$12.5M0.0%-25.1%
JPMORGAN CHASE & CO Bank broker191.0K$11.2M0.0%+69.2%
TUDOR INVESTMENT CORP ET AL Quant stat arb179.6K$10.7M0.1%+1345.2%
JANUS HENDERSON GROUP PLC Diversified mechanical173.2K$10.3M0.0%-23.1%

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