Who owns Workiva (WK)
Which tracked institutional funds hold WK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
WK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their WK positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MIZUHO SECURITIES USA LLC new | 13,931,000 | $14M | 0.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,507,490 | $267M | 11.6% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 5,000,000 | $5M | 0.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,046,352 | $196M | 8.5% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,000,000 | $4M | 0.2% | 2026-Q2 |
| Jericho Capital Asset Management L.P. added | 3,482,515 | $169M | 7.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,578,108 | $125M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,287,053 | $111M | 4.8% | 2026-Q2 |
| FMR LLC trimmed | 1,697,045 | $82M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 1,475,546 | $72M | 3.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,420,426 | $69M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,294,139 | $63M | 2.7% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 1,268,192 | $62M | 2.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,247,400 | $61M | 2.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,126,475 | $55M | 2.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 966,637 | $47M | 2.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 943,485 | $46M | 2.0% | 2026-Q2 |
| Topline Capital Management, LLC trimmed | 871,101 | $42M | 1.8% | 2026-Q2 |
| MAIRS & POWER INC added | 829,491 | $40M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 804,184 | $39M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 787,654 | $38M | 1.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 713,213 | $35M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 699,733 | $34M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 669,715 | $32M | 1.4% | 2026-Q2 |
| Irenic Capital Management LP | 552,010 | $27M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 527,937 | $26M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 526,630 | $26M | 1.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 487,357 | $24M | 1.0% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 467,432 | $23M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 437,170 | $21M | 0.9% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 436,284 | $21M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 373,816 | $18M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 349,937 | $17M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 331,483 | $16M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 320,421 | $16M | 0.7% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 319,434 | $15M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 318,573 | $15M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 284,628 | $14M | 0.6% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 266,945 | $13M | 0.6% | 2026-Q2 |
| Tetragon Partners GP Ltd | 250,000 | $12M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 243,581 | $12M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 211,125 | $10M | 0.4% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 207,280 | $10M | 0.4% | 2026-Q2 |
| Man Group plc added | 194,813 | $9M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 187,975 | $9M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 176,026 | $9M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 164,697 | $8M | 0.4% | 2026-Q2 |
| Impax Asset Management Group plc | 162,086 | $8M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 160,793 | $8M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 159,959 | $8M | 0.3% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 158,000 | $8M | 0.3% | 2026-Q2 |
| CADIAN CAPITAL MANAGEMENT, LP new | 144,200 | $7M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP new | 140,000 | $7M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 132,100 | $6M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 129,540 | $6M | 0.3% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 128,497 | $6M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 119,503 | $6M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 119,357 | $6M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 117,899 | $6M | 0.2% | 2026-Q2 |
| OP Asset Management Ltd added | 111,991 | $5M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 105,127 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 101,421 | $5M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 101,150 | $5M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 99,711 | $5M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 96,074 | $5M | 0.2% | 2026-Q2 |
| Praesidium Investment Management Company, LLC trimmed | 95,218 | $5M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 91,698 | $4M | 0.2% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 91,198 | $4M | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC added | 89,980 | $4M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 87,532 | $4M | 0.2% | 2026-Q2 |
| LGT Fund Management Co Ltd. new | 85,800 | $4M | 0.2% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 83,809 | $4M | 0.2% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 80,717 | $4M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 79,515 | $4M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 78,981 | $4M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 77,268 | $4M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 76,943 | $4M | 0.2% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 70,441 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 68,129 | $3M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 66,866 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 66,202 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 65,093 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 64,556 | $4M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 61,751 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 59,837 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 56,272 | $3M | 0.1% | 2026-Q2 |
| Kopp Family Office, LLC trimmed | 55,807 | $3M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 54,783 | $3M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 53,737 | $3M | 0.1% | 2026-Q2 |
| Abacus Planning Group, Inc. | 52,954 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 52,312 | $3M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 51,700 | $3M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 51,166 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 50,800 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 50,608 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 50,216 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 48,687 | $2M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 46,080 | $2M | 0.1% | 2026-Q2 |
| Siren, L.L.C. trimmed | 45,000 | $2M | 0.1% | 2026-Q2 |
| Aequim Alternative Investments LP | 44,815 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.