Workiva Inc. 13F holders
306 funds reported a position in Workiva Inc. in their 13F for the quarter ended 30 June 2026, together 49.7 million shares worth $2.41 billion. Against the quarter before, 51 opened a position, 119 added, 86 trimmed and 71 sold out; together they bought a net 735,348 shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Jericho Capital Asset Management L.P.
Funds holding306-10 on Q1 2026
Shares they held49.7Mworth $2.41 billion
Net bought on the quarter735,348 sharesabout $35.7 million at the funds' values
Funds buying to selling170 to 157opened or added, to cut or sold
Opened 51Added 119Held 46Trimmed 86Sold out 71
What each fund did in WK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in WK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 50 reported a position in Workiva Inc.: 11 opened one, 18 added, 6 trimmed and 3 sold out, a net 150,291 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in Workiva Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 1.7 million shares worth $82.3 million, 0.0% of its reported book. New this quarter: Point72 Asset Management, Bridgewater Associates. In the quarter, 4 funds added or opened a position and 4 trimmed or sold out; together they sold a net 327,606 shares, about $15.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1,697,045 | $82.3 million | 0.0% | -88,678 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 1,294,139 | $62.8 million | 0.0% | +66,830 | added | 30 June 2026 | 13F |
| Citadel Advisors | 349,937 | $17.0 million | 0.0% | -342,318 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 320,421 | $15.5 million | 0.0% | +81,980 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 129,540 | $6.3 million | 0.0% | -79,600 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 105,127 | $5.1 million | 0.0% | +105,127 | new | 30 June 2026 | 13F |
| Millennium Management | 41,126 | $2.0 million | 0.0% | -86,254 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 15,307 | $742,543 | 0.0% | +15,307 | new | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5,507,490 | 11.09% | $267.2 million | 0.00% | +870,420 | 13F |
| Vanguard Portfolio Management LLC | 4,046,352 | 8.15% | $196.3 million | 0.01% | +90,685 | 13F |
| Jericho Capital Asset Management L.P. | 3,482,515 | 7.01% | $168.9 million | 1.40% | +1,016,770 | 13F |
| Hotchkis & Wiley Capital Management LLC | 2,578,108 | 5.19% | $125.1 million | 0.36% | +898,320 | 13F |
| Vanguard Capital Management LLC | 2,287,053 | 4.60% | $110.9 million | 0.00% | +30,150 | 13F |
| FMR LLC | 1,697,045 | 3.42% | $82.3 million | 0.00% | -88,678 | 13F |
| State Street Corp. | 1,475,546 | 2.97% | $71.6 million | 0.00% | +199,623 | 13F |
| Arrowstreet Capital, Limited Partnership | 1,420,426 | 2.86% | $68.9 million | 0.03% | +310,780 | 13F |
| Geode Capital Management, LLC | 1,294,139 | 2.61% | $62.8 million | 0.00% | +66,830 | 13F |
| Edmond De Rothschild Holding S.a. | 1,268,192 | 2.55% | $61.5 million | 0.81% | +46,631 | 13F |
| Squarepoint Ops LLC | 1,247,400 | 2.51% | $60.5 million | 0.12% | +655,396 | 13F |
| First Trust Advisors LP | 1,126,475 | 2.27% | $54.6 million | 0.03% | +263,539 | 13F |
| Price T Rowe Associates Inc. | 966,637 | 1.95% | $46.9 million | 0.01% | +427,595 | 13F |
| Fuller & Thaler Asset Management, Inc. | 943,485 | 1.90% | $45.8 million | 0.12% | +21,318 | 13F |
| Topline Capital Management, LLC | 871,101 | 1.75% | $42.3 million | 10.96% | -178,989 | 13F |
| Mairs & Power Inc. | 829,491 | 1.67% | $40.2 million | 0.37% | +113,851 | 13F |
| Bank of America Corp. | 804,184 | 1.62% | $39.0 million | 0.00% | +409,243 | 13F |
| UBS Group AG | 787,654 | 1.59% | $38.2 million | 0.01% | -340,334 | 13F |
| AQR Capital Management LLC | 713,213 | 1.44% | $34.6 million | 0.01% | +376,920 | 13F |
| Qube Research & Technologies Ltd | 699,733 | 1.41% | $33.9 million | 0.04% | +336,400 | 13F |
| Goldman Sachs Group Inc. | 669,715 | 1.35% | $32.5 million | 0.00% | -141,815 | 13F |
| Irenic Capital Management LP | 552,010 | 1.11% | $26.8 million | 1.93% | no change | 13F |
| Northern Trust Corp. | 527,937 | 1.06% | $25.6 million | 0.00% | +45,381 | 13F |
| Morgan Stanley | 526,630 | 1.06% | $25.5 million | 0.00% | +224,355 | 13F |
| Loomis Sayles & Co. L P | 487,357 | 0.98% | $23.6 million | 0.03% | -27,579 | 13F |
| Conestoga Capital Advisors, LLC | 467,432 | 0.94% | $22.7 million | 0.49% | -287,121 | 13F |
| Charles Schwab Investment Management Inc. | 437,170 | 0.88% | $21.2 million | 0.00% | +10,011 | 13F |
| Riverbridge Partners LLC | 436,284 | 0.88% | $21.2 million | 0.59% | -214,959 | 13F |
| Vanguard Fiduciary Trust Co. | 373,816 | 0.75% | $18.1 million | 0.00% | +13,294 | 13F |
| Citadel Advisors LLC | 349,937 | 0.70% | $17.0 million | 0.01% | -342,318 | 13F |
| Acadian Asset Management LLC | 340,141 | 0.68% | $16.5 million | 0.02% | +320,754 | 13F |
| Marshall Wace, LLP | 331,483 | 0.67% | $16.1 million | 0.01% | +324,865 | 13F |
| Two Sigma Investments, LP | 320,421 | 0.65% | $15.5 million | 0.01% | +81,980 | 13F |
| TimesSquare Capital Management, LLC | 319,434 | 0.64% | $15.5 million | 0.23% | -126,931 | 13F |
| Nuveen, LLC | 318,573 | 0.64% | $15.5 million | 0.00% | -169,355 | 13F |
| Susquehanna International Group, LLP | 284,628 | 0.57% | $13.8 million | 0.01% | +258,429 | 13F |
| Ranger Investment Management, L.P. | 266,945 | 0.54% | $12.9 million | 0.82% | -75,240 | 13F |
| Tetragon Partners GP Ltd | 250,000 | 0.50% | $12.1 million | 1.97% | no change | 13F |
| Russell Investments Group, Ltd. | 243,581 | 0.49% | $11.8 million | 0.01% | +128,822 | 13F |
| Bank of New York Mellon Corp | 211,125 | 0.43% | $10.2 million | 0.00% | -16,301 | 13F |
| Susquehanna Fundamental Investments, LLC | 207,280 | 0.42% | $10.1 million | 0.19% | new | 13F |
| Man Group plc | 194,813 | 0.39% | $9.5 million | 0.02% | +104,206 | 13F |
| Assenagon Asset Management S.A. | 192,148 | 0.39% | $9.3 million | 0.01% | 13F | |
| Royal Bank of Canada | 187,975 | 0.38% | $9.1 million | 0.00% | -35,361 | 13F |
| Federated Hermes, Inc. | 176,026 | 0.35% | $8.5 million | 0.01% | +55,815 | 13F |
| JPMorgan Chase & Co. | 164,697 | 0.33% | $8.2 million | 0.00% | -26,325 | 13F |
| Impax Asset Management Group plc | 162,086 | 0.33% | $7.9 million | 0.05% | no change | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 160,793 | 0.32% | $7.8 million | 0.01% | +24,950 | 13F |
| XTX Topco Ltd | 159,959 | 0.32% | $7.8 million | 0.10% | +144,157 | 13F |
| Private Wealth Asset Management, LLC | 158,000 | 0.32% | $7.7 million | 0.74% | no change | 13F |
The 50 largest of the 306 funds that reported a position in WK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on WK
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 18,100 | $878,031 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 12,300 | $596,673 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G | Jericho Capital Asset Management L.P. and 3 others | 3.5 million | 6.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 31 July 2026 | 13G | Vanguard Capital Management and 1 other | 2.7 million | 5.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Eminence Capital, LP and 3 others | 2.5 million | 4.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 4.0 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Matthew M Rizai and 1 other | 2.7 million | 4.8% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 14 November 2025 | 13G/A | Eminence Capital, LP and 3 others | 3.7 million | 7.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 11 September 2026 | 16,252 | $71.33 | SEC |
| 9 September 2026 | 31 | $73.71 | SEC |
| 8 September 2026 | 3,562 | $76.55 | SEC |
| 4 September 2026 | 29 | $78.59 | SEC |
| 2 September 2026 | 27 | $76.70 | SEC |
| 1 September 2026 | 750 | $80.00 | SEC |
| 26 August 2026 | 803 | $74.30 | SEC |
| 24 August 2026 | 136 | $74.83 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.