WORKIVA INC (WK) — Institutional Holders, Q2 2026 (page 4)
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 301 to 331. 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 301–331 of 331
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Godfrey Financial Associates#301 · 22 sh | 22 | $1.1K | <0.01% | 0.0% |
| 302 | SBI Securities , Ltd.#302 · 21 sh | 21 | $1.0K | — | -32.3% |
| 303 | Rialto Wealth Management#303 · 21 sh | 21 | $1.0K | <0.01% | +2000.0% |
| 304 | Cornerstone Financial Management#304 · 21 sh | 21 | $1.0K | <0.01% | New |
| 305 | SALEM INVESTMENT COUNSELORS#305 · 20 sh | 20 | $971.00 | — | 0.0% |
| 306 | Ancora Advisors#306 · 20 sh | 20 | $970.00 | 0.00% | 0.0% |
| 307 | Kilter Group#307 · 18 sh | 18 | $874.00 | <0.01% | -14.3% |
| 308 | Steward Partners Investment Advisory#308 · 18 sh | 18 | $873.00 | 0.00% | New |
| 309 | Activest Wealth Management#309 · 17 sh | 17 | $825.00 | — | New |
| 310 | SIMPLEX TRADING#310 · 15 sh | 15 | $727.00 | 0.00% | New |
| 311 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#311 · 13 sh | 13 | $631.00 | 0.00% | New |
| 312 | ACTION POINT FINANCIAL PLANNING#312 · 14 sh | 14 | $631.00 | <0.01% | New |
| 313 | Basecamp Wealth Advisors#313 · 11 sh | 11 | $534.00 | <0.01% | -80.4% |
| 314 | Silver Grove Financial Group#314 · 7 sh | 7 | $340.00 | <0.01% | New |
| 315 | Keating Financial Advisory Services#315 · 6 sh | 6 | $291.00 | 0.00% | -33.3% |
| 316 | JFS WEALTH ADVISORS#316 · 5 sh | 5 | $243.00 | 0.00% | -54.5% |
| 317 | Fortitude Family Office#317 · 5 sh | 5 | $243.00 | — | -44.4% |
| 318 | DiNuzzo Private Wealth#318 · 5 sh | 5 | $243.00 | — | +150.0% |
| 319 | CVA Family Office#319 · 4 sh | 4 | $194.00 | 0.00% | -87.5% |
| 320 | Creative Capital Management Investments#320 · 4 sh | 4 | $194.00 | 0.00% | New |
| 321 | Cornerstone Planning Group#321 · 3 sh | 3 | $156.00 | — | New |
| 322 | Hughes Financial Services#322 · 3 sh | 3 | $146.00 | 0.00% | +200.0% |
| 323 | HFM Investment Advisors#323 · 3 sh | 3 | $146.00 | <0.01% | New |
| 324 | Signature Equity Partners#324 · 3 sh | 3 | $146.00 | <0.01% | New |
| 325 | Transamerica Financial Advisors#325 · 3 sh | 3 | $145.00 | 0.00% | New |
| 326 | Global Retirement Partners#326 · 2 sh | 2 | $97.00 | 0.00% | — |
| 327 | LRI Investments#327 · 2 sh | 2 | $97.00 | 0.00% | New |
| 328 | DecisionPoint Financial#328 · 1 sh | 1 | $51.00 | 0.00% | New |
| 329 | Avion Wealth#329 · 10 sh | 10 | $0.00 | 0.00% | New |
| 330 | Erste Asset Management GmbH#330 · 0 sh | 0 | $0.00 | 0.00% | New |
| 331 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#331 · 59,837 sh | 59,837 | — | — | -2.8% |
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.