WORKIVA INC (WK) — Institutional Holders, Q2 2026

331 institutional investment managers reported a WK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← WK stock profile

WK in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

125

Trimmed

100

Sold out

Biggest buyers

Jericho Capital Asset Management L.P.Added · +1,016,770 sh+$49.3M
HOTCHKIS & WILEY CAPITAL MANAGEMENTAdded · +898,320 sh+$43.6M
Squarepoint OpsAdded · +655,396 sh+$31.8M
PRICE T ROWE ASSOCIATESAdded · +427,595 sh+$20.7M
AQR CAPITAL MANAGEMENTAdded · +376,920 sh+$18.3M

Biggest sellers

HAWK RIDGE CAPITAL MANAGEMENTSold out · -1,091,582 sh-$53.0M
NOMURA ASSET MANAGEMENT INTERNATIONALTrimmed · -643,188 sh-$31.2M
GOLDENTREE ASSET MANAGEMENTSold out · -358,248 sh-$17.4M
CITADEL ADVISORSTrimmed · -342,318 sh-$16.6M
UBS Group AGTrimmed · -340,334 sh-$16.5M

WK 13F holders ranked 1–100 of 331

Institutional investors reporting a position in WORKIVA INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 85,287,490 sh	85,287,490	$341.6M	<0.01%	+36.3%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,046,352 sh	4,046,352	$196.3M	<0.01%	+2.3%
3	Jericho Capital Asset Management L.P.#3 · 3,482,515 sh	3,482,515	$168.9M	1.40%	+41.2%
4	HOTCHKIS & WILEY CAPITAL MANAGEMENT#4 · 2,578,108 sh	2,578,108	$125.1M	0.36%	+53.5%
5	VANGUARD CAPITAL MANAGEMENT#5 · 2,287,053 sh	2,287,053	$110.9M	<0.01%	+1.3%
6	STATE STREET#6 · 19,590,546 sh	19,590,546	$88.7M	<0.01%	+23.3%
7	FMR#7 · 5,887,045 sh	5,887,045	$86.2M	<0.01%	-1.9%
8	LINDEN ADVISORS#8 · 87,320,000 sh	87,320,000	$81.9M	0.42%	-5.4%
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#9 · 1,420,426 sh	1,420,426	$68.9M	0.03%	+28.0%
10	DeepCurrents Investment Group#10 · 70,700,000 sh	70,700,000	$66.3M	2.01%	0.0%
11	FRANKLIN RESOURCES#11 · 67,023,700 sh	67,023,700	$64.4M	0.01%	-8.1%
12	WOLVERINE ASSET MANAGEMENT#12 · 68,182,000 sh	68,182,000	$63.9M	0.56%	-2.2%
13	GEODE CAPITAL MANAGEMENT#13 · 1,294,139 sh	1,294,139	$62.8M	<0.01%	+5.4%
14	EDMOND DE ROTHSCHILD HOLDING S.A.#14 · 1,268,192 sh	1,268,192	$61.5M	0.81%	+3.8%
15	Squarepoint Ops#15 · 1,247,400 sh	1,247,400	$60.5M	0.07%	+110.7%
16	STEELHEAD PARTNERS#16 · 61,000,000 sh	61,000,000	$57.3M	4.09%	+6.1%
17	FIRST ADVISORS#17 · 1,126,475 sh	1,126,475	$54.6M	0.03%	+30.5%
18	Point72 Asset Management, L.P.#18 · 46,280,127 sh	46,280,127	$48.5M	0.05%	+238.4%
19	PRICE T ROWE ASSOCIATES#19 · 966,637 sh	966,637	$46.9M	<0.01%	+79.3%
20	FULLER & THALER ASSET MANAGEMENT#20 · 943,485 sh	943,485	$45.8M	0.12%	+2.3%
21	Topline Capital Management#21 · 871,101 sh	871,101	$42.3M	10.96%	-17.0%
22	MAIRS & POWER#22 · 829,491 sh	829,491	$40.2M	0.37%	+15.9%
23	Opti Capital Management#23 · 41,945,000 sh	41,945,000	$39.6M	2.41%	+10.5%
24	BANK OF AMERICA#24 · 1,230,184 sh	1,230,184	$39.4M	<0.01%	-22.2%
25	UBS Group AG#25 · 787,654 sh	787,654	$38.2M	<0.01%	-30.2%
26	AQR CAPITAL MANAGEMENT#26 · 713,213 sh	713,213	$34.6M	0.01%	+112.1%
27	Qube Research & Technologies Ltd#27 · 699,733 sh	699,733	$33.9M	0.03%	+92.6%
28	GOLDMAN SACHS GROUP#28 · 1,780,715 sh	1,780,715	$33.5M	<0.01%	-7.4%
29	MORGAN STANLEY#29 · 5,039,630 sh	5,039,630	$29.8M	<0.01%	-49.3%
30	Calamos Advisors#30 · 30,266,000 sh	30,266,000	$28.9M	0.10%	-27.3%
31	Irenic Capital Management#31 · 552,010 sh	552,010	$26.8M	1.29%	0.0%
32	Jain Global#32 · 27,421,000 sh	27,421,000	$25.8M	0.10%	+17.1%
33	NORTHERN#33 · 527,937 sh	527,937	$25.6M	<0.01%	+9.4%
34	LOOMIS SAYLES & L P#34 · 487,357 sh	487,357	$23.6M	0.03%	-5.4%
35	Conestoga Capital Advisors#35 · 467,432 sh	467,432	$22.7M	0.49%	-38.1%
36	CHARLES SCHWAB INVESTMENT MANAGEMENT#36 · 437,170 sh	437,170	$21.2M	<0.01%	+2.3%
37	RIVERBRIDGE PARTNERS#37 · 436,284 sh	436,284	$21.2M	0.59%	-33.0%
38	OAKTREE CAPITAL MANAGEMENT#38 · 22,070,000 sh	22,070,000	$21.1M	0.29%	New
39	TENOR CAPITAL MANAGEMENT , L.P.#39 · 20,626,000 sh	20,626,000	$20.1M	0.28%	0.0%
40	JPMORGAN CHASE#40 · 11,194,697 sh	11,194,697	$19.0M	<0.01%	-11.2%
41	VANGUARD FIDUCIARY#41 · 373,816 sh	373,816	$18.1M	<0.01%	+3.7%
42	CITADEL ADVISORS#42 · 349,937 sh	349,937	$17.0M	<0.01%	-49.4%
43	ACADIAN ASSET MANAGEMENT#43 · 340,141 sh	340,141	$16.5M	0.02%	+1654.5%
44	MARSHALL WACE, LLP#44 · 331,483 sh	331,483	$16.1M	0.01%	+4908.8%
45	BNP Paribas Asset Management Holding S.A.#45 · 15,224,290 sh	15,224,290	$15.8M	0.02%	+104.9%
46	MACKAY SHIELDS#46 · 16,585,000 sh	16,585,000	$15.5M	—	-1.6%
47	TWO SIGMA INVESTMENTS#47 · 320,421 sh	320,421	$15.5M	0.01%	+34.4%
48	TimesSquare Capital Management#48 · 319,434 sh	319,434	$15.5M	0.23%	-28.4%
49	Nuveen#49 · 318,573 sh	318,573	$15.5M	<0.01%	-34.7%
50	Russell Investments Group, Ltd.#50 · 2,495,581 sh	2,495,581	$14.0M	0.01%	+2074.6%
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP#51 · 284,628 sh	284,628	$13.8M	<0.01%	+986.4%
52	MIZUHO SECURITIES USA#52 · 13,931,000 sh	13,931,000	$13.7M	0.13%	0.0%
53	OSTERWEIS CAPITAL MANAGEMENT#53 · 13,436,000 sh	13,436,000	$13.4M	0.63%	New
54	Ranger Investment Management, L.P.#54 · 266,945 sh	266,945	$12.9M	0.82%	-22.0%
55	TFG Asset Management GP Ltd#55 · 250,000 sh	250,000	$12.1M	1.91%	0.0%
56	Bank of New York Mellon#56 · 211,125 sh	211,125	$10.2M	<0.01%	-7.2%
57	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#57 · 207,280 sh	207,280	$10.1M	0.19%	New
58	Man Group plc#58 · 194,813 sh	194,813	$9.5M	0.02%	+115.0%
59	ROYAL BANK OF CANADA#59 · 187,975 sh	187,975	$9.1M	<0.01%	-15.8%
60	LMR Partners LLP#60 · 8,940,000 sh	8,940,000	$8.9M	0.03%	0.0%
61	FEDERATED HERMES#61 · 176,026 sh	176,026	$8.5M	0.01%	+46.4%
62	Impax Asset Management Group plc#62 · 162,086 sh	162,086	$7.9M	0.05%	0.0%
63	Connor, Clark & Lunn Investment Management Ltd.#63 · 160,793 sh	160,793	$7.8M	0.01%	+18.4%
64	XTX Topco Ltd#64 · 159,959 sh	159,959	$7.8M	0.10%	+912.3%
65	Private Wealth Asset Management#65 · 158,000 sh	158,000	$7.7M	0.74%	0.0%
66	STATE OF WISCONSIN INVESTMENT BOARD#66 · 4,074,360 sh	4,074,360	$7.3M	0.01%	+32.3%
67	CADIAN CAPITAL MANAGEMENT#67 · 144,200 sh	144,200	$7.0M	0.53%	New
68	ROYCE & ASSOCIATES#68 · 140,000 sh	140,000	$6.8M	0.05%	New
69	CANADA PENSION PLAN INVESTMENT BOARD#69 · 132,100 sh	132,100	$6.4M	<0.01%	-1.1%
70	RENAISSANCE TECHNOLOGIES#70 · 129,540 sh	129,540	$6.3M	<0.01%	-38.1%
71	BROWN CAPITAL MANAGEMENT#71 · 128,497 sh	128,497	$6.2M	1.25%	-13.8%
72	PALISADE CAPITAL MANAGEMENT#72 · 6,405,000 sh	6,405,000	$6.0M	0.26%	+52.3%
73	MIRAE ASSET GLOBAL ETFS Ltd.#73 · 119,503 sh	119,503	$5.8M	<0.01%	-13.7%
74	JACOBS LEVY EQUITY MANAGEMENT#74 · 119,357 sh	119,357	$5.8M	0.02%	+853.1%
75	MILLENNIUM MANAGEMENT#75 · 4,041,126 sh	4,041,126	$5.7M	<0.01%	+3072.5%
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#76 · 117,899 sh	117,899	$5.7M	<0.01%	-7.5%
77	OP Asset Management Ltd#77 · 111,991 sh	111,991	$5.4M	0.06%	+86.1%
78	HARBOR CAPITAL ADVISORS#78 · 111,613 sh	111,613	$5.4M	—	+55.8%
79	HRT FINANCIAL#79 · 109,498 sh	109,498	$5.3M	0.01%	New
80	LBP AM SA#80 · 5,600,000 sh	5,600,000	$5.3M	0.05%	New
81	Swiss National Bank#81 · 101,421 sh	101,421	$4.9M	<0.01%	+2.9%
82	ALGERT GLOBAL#82 · 101,150 sh	101,150	$4.9M	0.06%	+167.6%
83	Lakehouse Capital Pty Ltd#83 · 101,026 sh	101,026	$4.9M	—	-45.1%
84	FIFTH THIRD BANCORP#84 · 99,711 sh	99,711	$4.8M	<0.01%	-15.0%
85	BALYASNY ASSET MANAGEMENT L.P.#85 · 1,078,981 sh	1,078,981	$4.8M	<0.01%	-64.3%
86	ABSOLUTE INVESTMENT ADVISERS#86 · 5,000,000 sh	5,000,000	$4.7M	—	-61.5%
87	Assenagon Asset Management S.A.#87 · 96,074 sh	96,074	$4.7M	—	New
88	Praesidium Investment Management Company#88 · 95,218 sh	95,218	$4.6M	2.15%	-36.7%
89	BARCLAYS PLC#89 · 849,268 sh	849,268	$4.5M	<0.01%	+30.7%
90	KING LUTHER CAPITAL MANAGEMENT#90 · 91,698 sh	91,698	$4.4M	0.02%	+9.7%
91	MUTUAL OF AMERICA CAPITAL MANAGEMENT#91 · 91,198 sh	91,198	$4.4M	—	-4.9%
92	Madison Asset Management#92 · 89,980 sh	89,980	$4.4M	0.05%	+45.7%
93	LEUCADIA NATIONAL#93 · 87,532 sh	87,532	$4.2M	0.03%	-72.9%
94	LGT Fund Management Ltd.#94 · 85,800 sh	85,800	$4.2M	0.17%	New
95	NICHOLAS COMPANY#95 · 83,809 sh	83,809	$4.1M	0.07%	+4.1%
96	Summit Creek Advisors#96 · 80,717 sh	80,717	$3.9M	1.33%	-11.5%
97	CIBC Bancorp USA#97 · 79,515 sh	79,515	$3.9M	<0.01%	-1.5%
98	ALLIANCEBERNSTEIN L.P.#98 · 64,556 sh	64,556	$3.8M	<0.01%	+8.9%
99	Walleye Capital#99 · 4,000,000 sh	4,000,000	$3.7M	0.01%	-52.7%
100	BNP PARIBAS FINANCIAL MARKETS#100 · 76,943 sh	76,943	$3.7M	<0.01%	-99.1%

Funds that sold out of WK in Q2 2026 (71)

Held WK at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held WK in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
HAWK RIDGE CAPITAL MANAGEMENT1,091,582 sh	1,091,582	$65.1M
GOLDENTREE ASSET MANAGEMENT358,248 sh	358,248	$21.3M
JANE STREET GROUP307,289 sh	307,289	$18.3M
HIGHBRIDGE CAPITAL MANAGEMENT15,234,000 sh	15,234,000	$14.2M
Pembroke Management, LTD224,900 sh	224,900	$13.4M
Trexquant Investment169,574 sh	169,574	$10.1M
CYPRESS POINT INVESTMENT MANAGEMENT102,698 sh	102,698	$6.1M
HEALTHCARE OF ONTARIO PENSION PLAN FUND85,762 sh	85,762	$5.1M
CSS4,787,000 sh	4,787,000	$4.5M
EFG International AG62,055 sh	62,055	$3.7M
13D Management52,000 sh	52,000	$3.1M
Jump Financial43,375 sh	43,375	$2.6M
Campbell & Investment Adviser38,183 sh	38,183	$2.3M
Brevan Howard Capital Management19,399 sh	19,399	$1.2M
NEXPOINT ASSET MANAGEMENT, L.P.15,320 sh	15,320	$913.5K
HighTower Advisors15,271 sh	15,271	$910.6K
ExodusPoint Capital Management13,360 sh	13,360	$796.7K
Woodline Partners10,723 sh	10,723	$639.4K
Aquatic Capital Management9,479 sh	9,479	$565.2K
SG Americas Securities8,956 sh	8,956	$534.0K
MIRABELLA FINANCIAL SERVICES LLP8,552 sh	8,552	$510.0K
Caption Management8,046 sh	8,046	$479.8K
GEORGE KAISER FAMILY FOUNDATION7,956 sh	7,956	$474.4K
Point7,409 sh	7,409	$441.8K
Blackstone6,931 sh	6,931	$413.3K
DRW Securities6,085 sh	6,085	$362.8K
Pathstone5,367 sh	5,367	$320.0K
Virtu Financial4,524 sh	4,524	$270.0K
Everest Financial Group4,182 sh	4,182	$249.4K
Atria Investments4,100 sh	4,100	$244.5K
TWINBEECH CAPITAL4,100 sh	4,100	$244.5K
ORSER CAPITAL MANAGEMENT3,972 sh	3,972	$236.8K
Janney Montgomery Scott3,965 sh	3,965	$236.0K
BANK OF MONTREAL3,815 sh	3,815	$227.5K
Callan Family Office3,717 sh	3,717	$221.6K
PRINCIPAL FINANCIAL GROUP3,671 sh	3,671	$218.9K
Inlight Wealth Management3,607 sh	3,607	$215.1K
WEALTH ALLIANCE3,536 sh	3,536	$210.9K
RIA Advisory Group3,440 sh	3,440	$205.1K
Mount Yale Investment Advisors3,434 sh	3,434	$204.8K
GLENMEDE NA3,404 sh	3,404	$203.0K
EntryPoint Capital3,364 sh	3,364	$200.6K
QUADRANT CAPITAL GROUP4,630 sh	4,630	$187.0K
Banque Transatlantique SA1,658 sh	1,658	$98.9K
Caitong International Asset Management , Ltd800 sh	800	$47.7K
LMR Partners LLP723 sh	723	$43.1K
Global Wealth Strategies & Associates703 sh	703	$41.9K
Optiver Holding B.V.621 sh	621	$37.0K
MAI Capital Management489 sh	489	$29.2K
STRS OHIO400 sh	400	$23.9K
BESSEMER GROUP305 sh	305	$18.0K
Advisory Services Network213 sh	213	$12.7K
EASTERN BANK170 sh	170	$10.1K
Meramec Financial Planners107 sh	107	$6.1K
Westside Investment Management96 sh	96	$5.8K
WHITTIER90 sh	90	$5.4K
Wealth Preservation Advisors61 sh	61	$3.6K
ASSETMARK48 sh	48	$2.9K
BAYBAN44 sh	44	$2.6K
Root Financial Partners43 sh	43	$2.6K
Western Wealth Management26 sh	26	$1.6K
Physician Wealth Advisors9 sh	9	$537.00
JPL Wealth Management6 sh	6	$358.00
James T. Borello RIA2 sh	2	$119.00
Dunhill Financial1 sh	1	$62.00
Vermillion Wealth Management1 sh	1	$60.00
TFC Financial Management1 sh	1	$60.00
TWIN PEAKS WEALTH ADVISORS1 sh	1	$60.00
Bay Harbor Wealth Management1 sh	1	$59.00
Capital Advisors, Ltd.8 sh	8	$0.00
Elequin Securities21 sh	21	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.