DaveManuel.com · Institutional Ownership · Who Owns It
WORKIVA INC (WK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
308
Reporting holders
$2.4B
Reported value
0.2%
Calls
0.1%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $267.2M | 5,507,490 | 0.00% | 8q | +18.8%+$42.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $196.3M | 4,046,352 | 0.01% | 2q | +2.3%+$4.4M |
| Jericho Capital Asset Management L.P. | $168.9M | 3,482,515 | 1.40% | 2q | +41.2%+$49.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $125.1M | 2,578,108 | 0.36% | 4q | +53.5%+$43.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $110.9M | 2,287,053 | 0.00% | 2q | +1.3%+$1.5M |
| FMR LLC | $82.3M | 1,697,045 | 0.00% | 30q | -5.0%-$4.3M |
| STATE STREET CORP | $71.6M | 1,475,546 | 0.00% | 31q | +15.6%+$9.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68.9M | 1,420,426 | 0.03% | 7q | +28.0%+$15.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $62.8M | 1,294,139 | 0.00% | 31q | +5.4%+$3.2M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $61.5M | 1,268,192 | 0.81% | 5q | +3.8%+$2.3M |
| Squarepoint Ops LLC | $60.5M | 1,247,400 | 0.07% | 6q | +110.7%+$31.8M |
| FIRST TRUST ADVISORS LP | $54.6M | 1,126,475 | 0.03% | 29q | +30.5%+$12.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $46.9M | 966,637 | 0.00% | 31q | +79.3%+$20.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45.8M | 943,485 | 0.12% | 4q | +2.3%+$1.0M |
| Topline Capital Management, LLC | $42.3M | 871,101 | 10.96% | 5q | -17.0%-$8.7M |
| MAIRS & POWER INC | $40.2M | 829,491 | 0.37% | 31q | +15.9%+$5.5M |
| BANK OF AMERICA CORP /DE/ | $39.0M | 804,184 | 0.00% | 31q | +103.6%+$19.9M |
| UBS Group AG | $38.2M | 787,654 | 0.00% | 31q | -30.2%-$16.5M |
| AQR CAPITAL MANAGEMENT LLC | $34.6M | 713,213 | 0.01% | 12q | +112.1%+$18.3M |
| Qube Research & Technologies Ltd | $33.9M | 699,733 | 0.03% | 12q | +92.6%+$16.3M |
| GOLDMAN SACHS GROUP INC | $32.5M | 669,715 | 0.00% | 31q | -17.5%-$6.9M |
| Irenic Capital Management LP | $26.8M | 552,010 | 1.29% | 4q | HELD |
| NORTHERN TRUST CORP | $25.6M | 527,937 | 0.00% | 31q | +9.4%+$2.2M |
| MORGAN STANLEY | $25.5M | 526,630 | 0.00% | 35q | +74.2%+$10.9M |
| LOOMIS SAYLES & CO L P | $23.6M | 487,357 | 0.03% | 13q | -5.4%-$1.3M |
| Conestoga Capital Advisors, LLC | $22.7M | 467,432 | 0.49% | 22q | -38.1%-$13.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.2M | 437,170 | 0.00% | 31q | +2.3%+$485.6K |
| RIVERBRIDGE PARTNERS LLC | $21.2M | 436,284 | 0.59% | 31q | -33.0%-$10.4M |
| CITADEL ADVISORS LLC | $18.5M incl. $1.5M options CALL+PUT | 349,937 | 0.00% | 31q | -49.4%-$18.0M |
| VANGUARD FIDUCIARY TRUST CO | $18.1M | 373,816 | 0.00% | 2q | +3.7%+$644.9K |
| ACADIAN ASSET MANAGEMENT LLC | $16.5M | 340,141 | 0.02% | 6q | +1654.5%+$15.5M |
| MARSHALL WACE, LLP | $16.1M | 331,483 | 0.01% | 3q | +4908.8%+$15.8M |
| TWO SIGMA INVESTMENTS, LP | $15.5M | 320,421 | 0.01% | 14q | +34.4%+$4.0M |
| TimesSquare Capital Management, LLC | $15.5M | 319,434 | 0.23% | 20q | -28.4%-$6.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.5M incl. $1.7M options CALL+PUT | 284,628 | 0.00% | 31q | +986.4%+$14.1M |
| Nuveen, LLC | $15.5M | 318,573 | 0.00% | 6q | -34.7%-$8.2M |
| Ranger Investment Management, L.P. | $12.9M | 266,945 | 0.82% | 31q | -22.0%-$3.6M |
| Tetragon Partners GP Ltd | $12.1M | 250,000 | 1.91% | 5q | HELD |
| Russell Investments Group, Ltd. | $11.8M | 243,581 | 0.01% | 31q | +112.3%+$6.3M |
| Bank of New York Mellon Corp | $10.2M | 211,125 | 0.00% | 31q | -7.2%-$790.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10.1M | 207,280 | 0.19% | new | NEW |
| Man Group plc | $9.5M | 194,813 | 0.02% | 2q | +115.0%+$5.1M |
| Assenagon Asset Management S.A. | $9.3M | 192,148 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $9.1M | 187,975 | 0.00% | 31q | -15.8%-$1.7M |
| FEDERATED HERMES, INC. | $8.5M | 176,026 | 0.01% | 3q | +46.4%+$2.7M |
| JPMORGAN CHASE & CO | $8.2M | 164,697 | 0.00% | 31q | -13.8%-$1.3M |
| Impax Asset Management Group plc | $7.9M | 162,086 | 0.05% | 26q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $7.8M | 160,793 | 0.01% | 9q | +18.4%+$1.2M |
| XTX Topco Ltd | $7.8M | 159,959 | 0.10% | 3q | +912.3%+$7.0M |
| Private Wealth Asset Management, LLC | $7.7M | 158,000 | 0.74% | 6q | HELD |
| CADIAN CAPITAL MANAGEMENT, LP | $7.0M | 144,200 | 0.53% | new | NEW |
| ROYCE & ASSOCIATES LP | $6.8M | 140,000 | 0.05% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $6.4M | 132,100 | 0.00% | 20q | -1.1%-$72.8K |
| RENAISSANCE TECHNOLOGIES LLC | $6.3M | 129,540 | 0.01% | 31q | -38.1%-$3.9M |
| BROWN CAPITAL MANAGEMENT LLC | $6.2M | 128,497 | 1.25% | 15q | -13.8%-$994.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.8M | 119,503 | 0.01% | 9q | -13.7%-$922.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.8M | 119,357 | 0.02% | 2q | +853.1%+$5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.7M | 117,899 | 0.00% | 31q | -7.5%-$462.8K |
| OP Asset Management Ltd | $5.4M | 111,991 | 0.06% | 3q | +86.1%+$2.5M |
| HARBOR CAPITAL ADVISORS, INC. | $5.4M | 111,613 | 0.37% | 13q | +55.8%+$1.9M |
| HRT FINANCIAL LP | $5.3M | 109,498 | 0.01% | new | NEW |
| Point72 Asset Management, L.P. | $5.1M | 105,127 | 0.01% | new | NEW |
| Swiss National Bank | $4.9M | 101,421 | 0.00% | 31q | +2.9%+$140.7K |
| ALGERT GLOBAL LLC | $4.9M | 101,150 | 0.06% | 5q | +167.6%+$3.1M |
| Lakehouse Capital Pty Ltd | $4.9M | 101,026 | 5.42% | 3q | -45.1%-$4.0M |
| FIFTH THIRD BANCORP | $4.8M | 99,711 | 0.01% | 31q | -15.0%-$853.0K |
| Praesidium Investment Management Company, LLC | $4.6M | 95,218 | 2.15% | 4q | -36.7%-$2.7M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4.4M | 91,698 | 0.02% | 25q | +9.7%+$394.7K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4.4M | 91,198 | 0.04% | 13q | -4.9%-$229.1K |
| Madison Asset Management, LLC | $4.4M | 89,980 | 0.05% | 8q | +45.7%+$1.4M |
| Jefferies Financial Group Inc. | $4.2M | 87,532 | 0.03% | 6q | +1.2%+$50.1K |
| LGT Fund Management Co Ltd. | $4.2M | 85,800 | 0.17% | new | NEW |
| NICHOLAS COMPANY, INC. | $4.1M | 83,809 | 0.07% | 9q | +4.1%+$159.1K |
| Summit Creek Advisors LLC | $3.9M | 80,717 | 1.33% | 6q | -11.5%-$507.0K |
| CIBC Bancorp USA Inc. | $3.9M | 79,515 | 0.00% | 3q | -1.5%-$58.4K |
| ALLIANCEBERNSTEIN L.P. | $3.8M | 64,556 | 0.00% | 31q | +8.9%+$314.7K |
| Balyasny Asset Management L.P. | $3.8M | 78,981 | 0.00% | 3q | +277.2%+$2.8M |
| BARCLAYS PLC | $3.7M | 77,268 | 0.00% | 31q | +61.4%+$1.4M |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M | 76,943 | 0.00% | 31q | +235.4%+$2.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.6M | 74,360 | 0.01% | 22q | -6.8%-$264.2K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.4M | 70,441 | 0.22% | 3q | +178.1%+$2.2M |
| DEUTSCHE BANK AG\ | $3.3M | 68,129 | 0.00% | 34q | +15.4%+$440.3K |
| CANADA LIFE ASSURANCE Co | $3.3M | 67,595 | 0.01% | 27q | +9.1%+$274.4K |
| RHUMBLINE ADVISERS | $3.2M | 66,866 | 0.00% | 31q | HELD |
| Engineers Gate Manager LP | $3.2M | 66,202 | 0.04% | 14q | +10.6%+$308.4K |
| SEI INVESTMENTS CO | $3.2M | 65,093 | 0.00% | 25q | +24.9%+$629.2K |
| AMERIPRISE FINANCIAL INC | $3.0M | 61,751 | 0.00% | 27q | -77.4%-$10.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.9M | 59,837 | 0.00% | 31q | -2.8%-$83.9K |
| CITIGROUP INC | $2.7M | 56,272 | 0.00% | 31q | +12.4%+$301.3K |
| Kopp Family Office, LLC | $2.7M | 55,807 | 1.66% | 15q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.7M | 54,783 | 0.01% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $2.6M | 53,737 | 0.00% | 28q | +832.0%+$2.3M |
| Abacus Planning Group, Inc. | $2.6M | 52,954 | 0.32% | 7q | HELD |
| Quantinno Capital Management LP | $2.5M | 52,312 | 0.00% | 8q | +41.7%+$746.4K |
| Verition Fund Management LLC | $2.5M | 51,700 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.5M | 51,166 | 0.00% | 31q | +12.6%+$277.2K |
| PRUDENTIAL FINANCIAL INC | $2.5M | 50,800 | 0.00% | 25q | -37.2%-$1.5M |
| Invesco Ltd. | $2.5M | 50,608 | 0.00% | 26q | +4.3%+$100.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.4M | 50,216 | 0.00% | 2q | +8.3%+$186.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.4M | 48,687 | 0.00% | 31q | -9.7%-$252.4K |
Showing the largest 100 of 308 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Sold | 6,571 | $499.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 75 | $70.4M | 1,054,406 | 18 | 24 | 12 | 0.0% |
| Q2 2026 | 308 | $2.4B | 49,674,902 | 61 | 118 | 84 | 0.3% |
| Q1 2026 | 318 | $2.9B | 48,894,877 | 43 | 106 | 116 | 0.4% |
| Q4 2025 | 349 | $4.4B | 51,368,950 | 59 | 107 | 107 | 0.1% |
| Q3 2025 | 316 | $4.2B | 48,990,231 | 53 | 96 | 106 | 0.4% |
| Q2 2025 | 312 | $3.2B | 46,559,859 | 36 | 98 | 125 | 0.2% |
| Q1 2025 | 327 | $3.6B | 47,334,714 | 58 | 120 | 88 | 0.3% |
| Q4 2024 | 314 | $5.2B | 47,230,753 | 50 | 91 | 103 | 0.2% |
| Q3 2024 | 294 | $3.8B | 47,427,577 | 34 | 87 | 121 | 0.3% |
| Q2 2024 | 299 | $3.6B | 48,507,044 | 43 | 109 | 104 | 0.3% |
| Q1 2024 | 302 | $4.2B | 49,739,335 | 31 | 101 | 114 | 0.4% |
| Q4 2023 | 325 | $5.0B | 49,143,679 | 24 | 104 | 112 | 0.6% |
| Q3 2023 | 335 | $4.7B | 46,262,031 | 50 | 99 | 103 | 0.7% |
| Q2 2023 | 309 | $4.7B | 45,477,462 | 30 | 102 | 106 | 0.6% |
| Q1 2023 | 312 | $4.8B | 46,760,539 | 59 | 92 | 98 | 0.6% |
| Q4 2022 | 274 | $3.8B | 44,602,690 | 44 | 80 | 103 | 0.8% |
| Q3 2022 | 253 | $6.0B | 76,841,947 | 44 | 95 | 69 | 0.1% |
| Q2 2022 | 246 | $5.2B | 78,687,521 | 22 | 110 | 83 | 0.1% |
| Q1 2022 | 284 | $10.8B | 91,387,062 | 34 | 111 | 88 | 0.2% |
| Q4 2021 | 316 | $7.5B | 57,300,751 | 52 | 108 | 94 | 0.4% |
| Q3 2021 | 279 | $12.0B | 84,661,659 | 50 | 89 | 78 | 0.3% |
| Q2 2021 | 247 | $5.8B | 51,706,739 | 37 | 99 | 59 | 0.2% |
| Q1 2021 | 234 | $4.4B | 50,214,482 | 40 | 78 | 83 | 0.2% |
| Q4 2020 | 216 | $6.1B | 66,568,730 | 44 | 74 | 63 | 0.3% |
| Q3 2020 | 185 | $2.6B | 46,399,505 | 33 | 58 | 54 | 0.2% |
| Q2 2020 | 179 | $2.4B | 44,114,841 | 54 | 63 | 40 | 0.3% |
| Q1 2020 | 139 | $1.8B | 56,199,346 | 21 | 51 | 41 | 0.1% |
| Q4 2019 | 154 | $1.9B | 44,507,000 | 16 | 54 | 52 | 0.1% |
| Q3 2019 | 173 | $2.1B | 47,980,741 | 27 | 75 | 46 | 0.3% |
| Q2 2019 | 175 | $2.5B | 43,226,845 | 37 | 75 | 33 | 0.7% |
| Q1 2019 | 160 | $2.2B | 44,199,144 | 41 | 47 | 40 | 0.3% |
| Q4 2018 | 137 | $1.6B | 43,984,032 | 4 | 0 | 2 | 0.4% |