WK — WORKIVA INC
As of Q2 2026, 37 SEC-registered investment managers reported holding WK (WORKIVA INC) in their latest 13F filings, with a combined reported value of $445.10M across 118.83M shares. That is +6.7% by share count (+7.50M shares) versus the previous quarter, while reported value moved -12.4%. Ownership is concentrated: the five largest holders account for 62.7% of reported value and the top ten for 84.4%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WK is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 6.26M | $539.84M | 0.01% | Hold |
| BlackRock Inc history | Q2 2026 | 79.78M | $74.47M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 1.42M | $68.90M | 0.03% | Add |
| Geode Capital Management history | Q2 2026 | 1.29M | $62.79M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2025 | 618.85K | $53.38M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 787.65K | $38.21M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 713.21K | $34.60M | 0.01% | Add |
| Maverick Capital history | Q4 2024 | 280.02K | $30.66M | 0.55% | New |
| Northern Trust Corp history | Q2 2026 | 527.94K | $25.61M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 437.17K | $21.21M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 380.34K | $18.45M | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 331.48K | $16.08M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 320.42K | $15.54M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 173.16K | $10.33M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 211.12K | $10.24M | 0.00% | Reduce |
| Royce & Associates history | Q2 2026 | 140.00K | $6.79M | 0.06% | New |
| CPP Investments history | Q2 2026 | 132.10K | $6.41M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 129.54K | $6.28M | 0.01% | Reduce |
| Point72 Asset Management history | Q2 2026 | 105.13K | $5.10M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 4.51M | $4.21M | 0.00% | Reduce |
New Positions (Q2 2026)
- Royce & Associates 140.00K sh · $6.79M
- Wellington Management Group 37.12K sh · $1.80M
- Bridgewater Associates 15.31K sh · $742.54K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 173.16K sh · $10.33M
- Principal Global Investors sold 3.67K sh · $218.90K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.40M | 33.18M | 39.27M | 38.87M | 44.35M | 46.41M | 57.93M | 79.78M |
| Arrowstreet Capital | 521.40K | 284.49K | 7.53K | — | — | — | — | — | — | — | — | — | — | 468.98K | 620.70K | 493.18K | 523.81K | 588.81K | 1.11M | 1.42M |
| Geode Capital Management | 690.07K | 739.97K | 749.66K | 803.06K | 799.38K | 828.83K | 864.66K | 916.65K | 959.95K | 1.02M | 1.05M | 1.11M | 1.14M | 1.15M | 1.20M | 1.21M | 1.20M | 1.19M | 1.23M | 1.29M |
| UBS Group AG | 251.44K | 180.93K | 183.26K | 312.05K | 271.74K | 268.25K | 275.73K | 302.04K | 302.64K | 341.25K | 410.78K | 431.39K | 446.64K | 533.80K | 451.50K | 552.67K | 778.12K | 3.56M | 1.13M | 787.65K |
| AQR Capital Management | 12.42K | 17.62K | 10.31K | 5.04K | — | — | — | — | 14.88K | 36.02K | 37.19K | 33.97K | 54.88K | 45.53K | 84.90K | 100.66K | 187.08K | 522.30K | 336.29K | 713.21K |
| Northern Trust Corp | 601.98K | 583.80K | 559.27K | 579.39K | 572.35K | 572.60K | 562.53K | 592.24K | 594.35K | 596.81K | 589.78K | 571.64K | 557.83K | 596.47K | 592.64K | 560.66K | 543.03K | 504.01K | 482.56K | 527.94K |
| Charles Schwab Investment Management | 331.62K | 348.58K | 370.78K | 382.59K | 363.80K | 370.76K | 371.66K | 380.80K | 417.22K | 416.81K | 403.81K | 417.36K | 423.78K | 427.40K | 430.46K | 434.67K | 431.69K | 431.56K | 427.16K | 437.17K |
| Citadel Advisors | 110.94K | 132.22K | 35.10K | 44.31K | 73.98K | 264.63K | 10.86M | 50.60K | 148.13K | 143.00K | 83.84K | 199.49K | 45.83K | 62.85K | 166.68K | 56.11K | 62.76K | 408.33K | 702.25K | 380.34K |
| Marshall Wace | — | — | — | — | 69.65K | — | — | — | — | — | 9.05K | 3.30K | 29.25K | — | 57.07K | 3.47K | — | 15.70K | 6.62K | 331.48K |
| Two Sigma Investments | 175.12K | 170.43K | 125.10K | 19.25K | 87.08K | — | 77.53K | 162.22K | 182.80K | 53.44K | 24.90K | 27.04K | 81.60K | 112.43K | 296.11K | 156.25K | 12.69K | 23.20K | 238.44K | 320.42K |
| BNY Mellon | 397.20K | 395.08K | 319.70K | 500.00K | 300.00K | 150.00K | 150.00K | 150.00K | 344.39K | 340.77K | 343.73K | 392.95K | 300.00K | 300.00K | 300.00K | 300.00K | 300.00K | 300.00K | 227.43K | 211.12K |
| Royce & Associates | — | — | 19.00K | 13.00K | — | — | 42.77K | 88.31K | 38.79K | 37.60K | — | — | — | — | — | — | — | — | — | 140.00K |
| CPP Investments | 18.30K | 14.90K | 1.50K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 1.30K | 44.70K | 1.90K | 5.50K | 8.40K | 135.50K | 133.60K | 132.10K |
| Renaissance Technologies | 890.40K | 827.70K | 917.70K | 922.70K | 680.90K | 596.00K | 611.10K | 623.10K | 544.20K | 617.60K | 610.90K | 520.10K | 467.27K | 414.51K | 461.01K | 424.81K | 410.51K | 279.04K | 209.14K | 129.54K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | 37.05K | — | 52.71K | — | — | 300.12K | 9.35M | — | 791.65K | 5.00M | 13.68M | 105.13K |
| Morgan Stanley | 82.40K | 80.12K | 57.17K | 133.31K | 122.51K | 230.74K | 258.95K | 261.95K | 196.03K | 262.61K | 291.26K | 293.62K | 12.37M | 8.38M | 8.98M | 10.01M | 11.63M | 11.44M | 9.64M | 4.51M |
| Fidelity Management & Research (FMR) | 1.92M | 1.92M | 12.52M | 12.12M | 9.42M | 16.42M | 19.07M | 17.97M | 1.84M | 2.43M | 3.33M | 3.56M | 10.23M | 10.67M | 10.67M | 11.32M | 4.21M | 4.21M | 4.21M | 4.19M |
| Deutsche Bank AG | 216.13K | 252.23K | 158.31K | 187.86K | 114.04K | 170.63K | 319.49K | 378.03K | 379.02K | 374.33K | 369.54K | 363.49K | 371.27K | 1.31M | 1.31M | 310.00K | 310.00K | 310.00K | 59.05K | 68.13K |
| JPMorgan Chase & Co | 176.16K | 170.37K | 126.64K | 165.23K | 582.05K | 825.08K | 809.27K | 3.14M | 5.44M | 5.44M | 5.44M | 5.44M | 1.86M | 739.00K | 1.04M | 2.28M | 1.45M | 2.03M | 15.23M | 2.90M |
| Prudential Financial | 5.28K | 4.73K | 5.36K | 9.99K | 10.22K | 8.21K | 7.89K | 6.70K | 7.26K | 7.14K | 4.87K | 6.92K | 4.36K | 3.75K | 3.75K | 6.26K | 6.27K | 97.47K | 80.85K | 50.80K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details