WORKIVA INC (WK) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WK 13F holders ranked 201–300 of 331
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | ProShare Advisors#201 · 7,650 sh | 7,650 | $371.1K | <0.01% | -0.3% |
| 202 | FOX RUN MANAGEMENT, L.L.C.#202 · 7,615 sh | 7,615 | $369.4K | 0.06% | -64.0% |
| 203 | Investor's Fiduciary Advisor Network#203 · 7,560 sh | 7,560 | $366.0K | 0.12% | 0.0% |
| 204 | Focus Partners Wealth#204 · 7,506 sh | 7,506 | $364.1K | <0.01% | +20.7% |
| 205 | Pictet Asset Management Holding SA#205 · 7,494 sh | 7,494 | $363.5K | <0.01% | 0.0% |
| 206 | State of Wyoming#206 · 6,841 sh | 6,841 | $331.9K | 0.03% | -13.9% |
| 207 | Summit Trail Advisors#207 · 6,778 sh | 6,778 | $328.8K | <0.01% | New |
| 208 | Legacy Bridge#208 · 6,664 sh | 6,664 | $323.3K | 0.10% | 0.0% |
| 209 | Sumitomo Mitsui#209 · 6,500 sh | 6,500 | $315.3K | <0.01% | New |
| 210 | Vident Advisory#210 · 6,230 sh | 6,230 | $302.2K | <0.01% | +14.9% |
| 211 | World Investment Advisors#211 · 5,013 sh | 5,013 | $298.9K | <0.01% | -0.1% |
| 212 | MANGROVE PARTNERS IM#212 · 5,488 sh | 5,488 | $266.2K | 0.02% | New |
| 213 | SSI INVESTMENT MANAGEMENT#213 · 284,000 sh | 284,000 | $265.1K | 0.02% | -45.7% |
| 214 | COMMONWEALTH EQUITY SERVICES#214 · 5,385 sh | 5,385 | $261.2K | <0.01% | -1.7% |
| 215 | SRS Capital Advisors#215 · 5,246 sh | 5,246 | $254.5K | <0.01% | +6000.0% |
| 216 | Parkside Financial Bank#216 · 5,228 sh | 5,228 | $253.6K | <0.01% | +93.5% |
| 217 | XPONANCE#217 · 5,195 sh | 5,195 | $252.0K | <0.01% | +8.8% |
| 218 | Merit Financial Group#218 · 5,102 sh | 5,102 | $247.5K | <0.01% | New |
| 219 | Kohlberg Kravis Roberts & L.P.#219 · 261,000 sh | 261,000 | $244.6K | <0.01% | 0.0% |
| 220 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#220 · 5,003 sh | 5,003 | $243.0K | <0.01% | 0.0% |
| 221 | VIRGINIA RETIREMENT SYSTEMS ET Al#221 · 4,900 sh | 4,900 | $237.7K | <0.01% | New |
| 222 | Ameritas Investment Partners#222 · 4,725 sh | 4,725 | $229.2K | <0.01% | +15.8% |
| 223 | Tradition Wealth Management#223 · 4,632 sh | 4,632 | $224.7K | 0.01% | 0.0% |
| 224 | Allspring Global Investments#224 · 4,366 sh | 4,366 | $221.7K | <0.01% | +10.2% |
| 225 | ROSENBLUM SILVERMAN SUTTON S F#225 · 4,513 sh | 4,513 | $218.9K | 0.05% | -83.4% |
| 226 | SAGE RHINO CAPITAL#226 · 4,504 sh | 4,504 | $218.5K | 0.04% | -0.6% |
| 227 | Abel Hall#227 · 4,400 sh | 4,400 | $213.4K | — | New |
| 228 | Kings Path Partners#228 · 4,360 sh | 4,360 | $211.5K | — | +35.4% |
| 229 | Cornerstone Investment Partners#229 · 4,203 sh | 4,203 | $203.9K | <0.01% | -4.6% |
| 230 | Diametric Capital#230 · 4,136 sh | 4,136 | $200.6K | 0.02% | New |
| 231 | Qsemble Capital Management#231 · 4,123 sh | 4,123 | $200.0K | 0.03% | -16.0% |
| 232 | Ensign Peak Advisors#232 · 4,117 sh | 4,117 | $199.7K | <0.01% | -96.9% |
| 233 | Walleye Trading#233 · 3,922 sh | 3,922 | $190.3K | <0.01% | New |
| 234 | Nykredit A/S#234 · 3,711 sh | 3,711 | $180.0K | <0.01% | — |
| 235 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#235 · 3,619 sh | 3,619 | $176.0K | — | New |
| 236 | Mitsubishi UFJ Asset Management , Ltd.#236 · 3,291 sh | 3,291 | $159.6K | <0.01% | +53.1% |
| 237 | Bayforest Capital Ltd#237 · 3,070 sh | 3,070 | $148.9K | 0.14% | +33.3% |
| 238 | Axxion S.A.#238 · 3,062 sh | 3,062 | $148.5K | — | — |
| 239 | LAZARD ASSET MANAGEMENT#239 · 15,575,000 sh | 15,575,000 | $146.0K | <0.01% | -59.7% |
| 240 | TD Waterhouse Canada#240 · 2,819 sh | 2,819 | $143.2K | — | 0.0% |
| 241 | Federation des caisses Desjardins du Quebec#241 · 2,810 sh | 2,810 | $136.3K | <0.01% | +41.6% |
| 242 | Calamos Wealth Management#242 · 137,000 sh | 137,000 | $128.7K | <0.01% | +2.2% |
| 243 | US BANCORP \DE\#243 · 2,640 sh | 2,640 | $128.1K | <0.01% | -31.3% |
| 244 | NewEdge Advisors#244 · 2,543 sh | 2,543 | $123.4K | <0.01% | New |
| 245 | State of Alaska, Department of Revenue#245 · 2,259 sh | 2,259 | $109.0K | — | 0.0% |
| 246 | Leonteq Securities AG#246 · 1,891 sh | 1,891 | $91.7K | <0.01% | +109.4% |
| 247 | PNC FINANCIAL SERVICES GROUP#247 · 1,719 sh | 1,719 | $83.4K | 0.00% | -49.2% |
| 248 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#248 · 1,619 sh | 1,619 | $78.5K | 0.00% | 0.0% |
| 249 | Paladin Advisory Group#249 · 1,570 sh | 1,570 | $76.2K | 0.05% | 0.0% |
| 250 | GAMMA Investing#250 · 1,516 sh | 1,516 | $73.5K | — | +6.2% |
| 251 | KBC Group NV#251 · 1,425 sh | 1,425 | $69.0K | — | 0.0% |
| 252 | Tower Research Capital (TRC)#252 · 1,329 sh | 1,329 | $64.5K | <0.01% | -58.4% |
| 253 | Allworth Financial#253 · 1,251 sh | 1,251 | $60.7K | <0.01% | +91.0% |
| 254 | Smartleaf Asset Management#254 · 1,201 sh | 1,201 | $58.6K | <0.01% | 0.0% |
| 255 | Quantbot Technologies#255 · 1,101 sh | 1,101 | $53.4K | <0.01% | -90.4% |
| 256 | Integrated Wealth Concepts#256 · 938 sh | 938 | $45.5K | <0.01% | New |
| 257 | JONES FINANCIAL COMPANIES LLLP#257 · 921 sh | 921 | $45.2K | 0.00% | +37.7% |
| 258 | HARBOR INVESTMENT ADVISORY#258 · 827 sh | 827 | $40.1K | — | New |
| 259 | Hilltop National Bank#259 · 801 sh | 801 | $38.9K | — | -15.1% |
| 260 | Advisors Asset Management#260 · 793 sh | 793 | $38.5K | <0.01% | -5.5% |
| 261 | SUMMIT SECURITIES GROUP#261 · 735 sh | 735 | $35.7K | <0.01% | New |
| 262 | ESSEX INVESTMENT MANAGEMENT#262 · 728 sh | 728 | $35.3K | — | -98.0% |
| 263 | Park Place Capital#263 · 617 sh | 617 | $29.9K | <0.01% | 0.0% |
| 264 | EverSource Wealth Advisors#264 · 563 sh | 563 | $27.3K | <0.01% | +5.8% |
| 265 | Versant Capital Management#265 · 532 sh | 532 | $25.8K | — | +202.3% |
| 266 | Farther Finance Advisors#266 · 509 sh | 509 | $24.7K | — | -9.8% |
| 267 | HARBOUR INVESTMENTS#267 · 509 sh | 509 | $24.7K | <0.01% | 0.0% |
| 268 | Abound Wealth Management#268 · 500 sh | 500 | $24.3K | — | 0.0% |
| 269 | Essential Partners#269 · 453 sh | 453 | $22.0K | — | +36.4% |
| 270 | OSAIC#270 · 367 sh | 367 | $17.8K | 0.00% | -2.4% |
| 271 | True Wealth Design#271 · 327 sh | 327 | $15.9K | — | +69.4% |
| 272 | NISA INVESTMENT ADVISORS#272 · 313 sh | 313 | $15.2K | — | -61.5% |
| 273 | Quarry#273 · 275 sh | 275 | $13.3K | <0.01% | New |
| 274 | HUNTINGTON NATIONAL BANK#274 · 268 sh | 268 | $13.0K | <0.01% | +892.6% |
| 275 | Covestor Ltd#275 · 245 sh | 245 | $12.0K | <0.01% | +160.6% |
| 276 | Larson Financial Group#276 · 235 sh | 235 | $11.4K | <0.01% | +6.8% |
| 277 | Parallel Advisors#277 · 234 sh | 234 | $11.4K | <0.01% | +41.8% |
| 278 | Persistent Asset Partners Ltd#278 · 229 sh | 229 | $11.1K | <0.01% | New |
| 279 | IFP Advisors#279 · 216 sh | 216 | $10.5K | — | +31.7% |
| 280 | GROUP ONE TRADING, L.P.#280 · 200 sh | 200 | $9.7K | 0.00% | New |
| 281 | Sterling Capital Management#281 · 183 sh | 183 | $8.9K | — | -44.4% |
| 282 | ROTHSCHILD INVESTMENT#282 · 177 sh | 177 | $8.6K | <0.01% | -20.6% |
| 283 | SJS Investment Consulting#283 · 152 sh | 152 | $7.4K | — | +1420.0% |
| 284 | Pinnacle Wealth Planning Services#284 · 149 sh | 149 | $7.2K | <0.01% | +44.7% |
| 285 | Private Wealth Management Group#285 · 135 sh | 135 | $6.5K | — | +1250.0% |
| 286 | Kemnay Advisory Services#286 · 130 sh | 130 | $6.3K | <0.01% | -79.8% |
| 287 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#287 · 100 sh | 100 | $5.1K | <0.01% | +8.7% |
| 288 | Bell Investment Advisors#288 · 87 sh | 87 | $4.2K | <0.01% | +29.9% |
| 289 | Clearstead Advisors#289 · 85 sh | 85 | $4.1K | 0.00% | New |
| 290 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#290 · 73 sh | 73 | $3.5K | 0.00% | New |
| 291 | Financial Network Wealth Advisors#291 · 68 sh | 68 | $3.3K | <0.01% | 0.0% |
| 292 | FIRST HORIZON NATIONAL#292 · 56 sh | 56 | $2.7K | — | 0.0% |
| 293 | MATHER GROUP#293 · 46 sh | 46 | $2.2K | — | 0.0% |
| 294 | Fulcrum Asset Management LLP#294 · 42 sh | 42 | $2.1K | <0.01% | New |
| 295 | GLOBEFLEX CAPITAL L P#295 · 41 sh | 41 | $2.0K | <0.01% | New |
| 296 | SIGNATUREFD#296 · 38 sh | 38 | $1.8K | — | -87.2% |
| 297 | MV CAPITAL MANAGEMENT#297 · 37 sh | 37 | $1.8K | <0.01% | +1750.0% |
| 298 | MassMutual Private Wealth & , FSB#298 · 34 sh | 34 | $1.6K | — | +13.3% |
| 299 | Bare Financial Services#299 · 30 sh | 30 | $1.5K | <0.01% | New |
| 300 | Marquette Asset Management#300 · 24 sh | 24 | $1.2K | — | -29.4% |
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.