WK · Company research
Workiva Inc. (WK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159959 | 7759611 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 825 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3070 | 148926 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9953 | 482820 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANGROVE PARTNERS IM, LLC | 1535392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5488 | 266223 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CADIAN CAPITAL MANAGEMENT, LP | 1423686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144200 | 6995142 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 19404 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 97 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 6306 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51700 | 2507967 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2819 | 143177 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Irenic Capital Management LP | 1929389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 552010 | 26778005 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509 | 24692 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271 | 18550 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2560 | 124173 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36881 | 1789098 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 921 | 45175 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 243 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Opti Capital Management, LP | 1738654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41945000 | 39554135 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16095 | 781 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53061 | 2573989 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279399 | 13553645 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STEELHEAD PARTNERS LLC | 1133521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61000000 | 57299069 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2902693 | 59837 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34504 | 1673789 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1067 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9120 | 442411 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 7228 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13931000 | 13746275 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78981 | 3831368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21115 | 1024289 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 558 | 27069 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TimesSquare Capital Management, LLC | 1313816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319434 | 15495743 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19219 | 932314 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3291 | 159646 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Knights of Columbus Asset Advisors LLC | 1688666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35746 | 1734038 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 4221 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15453 | 749625 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16760 | 813028 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76943 | 3732505 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DeepCurrents Investment Group LLC | 1754535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53557000 | 50242358 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kohlberg Kravis Roberts & Co. L.P. | 1399770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 261000 | 244622 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8471 | 410928 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4074 | 206918 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 943485 | 45768471 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 201772 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 728 | 35315 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Aequim Alternative Investments LP | 1728201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44815 | 2173976 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1019 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 5079 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4117 | 199716 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109498 | 5311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367396 | 17822380 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tejara Capital Ltd | 1879713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41650 | 2020442 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500000 | 2346633 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 938 | 45507 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16100 | 781011 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1649647 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1268192 | 61519994 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 111573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89980 | 4364930 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 801 | 38857 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Bridgewater Associates, LP | 1350694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15307 | 742543 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5003 | 243 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lakehouse Capital Pty Ltd | 1844830 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101026 | 4901 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101421 | 4919933 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 874 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 707049 | 34298947 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68182000 | 63865090 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Topline Capital Management, LLC | 1792549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 871101 | 42257110 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13540 | 656825 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Tradition Wealth Management, LLC | 1843010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4632 | 224698 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4900 | 237699 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5246 | 254484 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 944052 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vancity Investment Management Ltd | 1846311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20149 | 977 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14708 | 713485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5195 | 252009 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 873 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23006 | 1116021 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453 | 21975 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 313 | 15184 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.