WK Institutional Ownership
Who owns Workiva Inc and what the big funds did with it last quarter, from every SEC 13F filing. 311 funds reported holding WK at Jun 30, 2026.
- ●179 buying vs 162 selling
- ▼Shares held by funds -20.3%
- ▼Funds holding -14
- ▼Superinvestors: 2 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 311 | 325 | −4.3% |
| In funds' top 10 | 4 | 4 | 0.0% |
| 13F shares | 73.1M | 91.7M | −20.3% |
| Held by funds | – | – | – |
| New positions | 60 | 45 | +33.3% |
| Increased | 119 | 110 | +8.2% |
| Reduced | 87 | 120 | −27.5% |
| Sold out | 75 | 77 | −2.6% |
| Calls (shares) | 12K | 11K | +2.6% |
| Puts (shares) | 5,700 | 45K | −87.2% |
| Put/call ratio | 0.49 | 3.91 | −87.6% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WK
All superinvestors →
Who owns WK
share of fund held shares- Index and passive funds23.7%
- Active managers and hedge funds44.4%
- Banks and brokers25.8%
- Pensions, insurers and other6.1%
The top 10 holders own 60.2% of all WK shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
76 funds changed their position- Conestoga Capital Advisors, LLCSold out−467K sh
- Lakehouse Capital Pty LtdAdded+99K sh
- Assenagon Asset Management S.A.Added+52K sh
- TimesSquare Capital Management, LLCTrimmed−37K sh
- Kopp Family Office, LLCTrimmed−33K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mizuho Securities USA LLC | – | 13.9M | $13.7M | 0 |
| 2 | BlackRock, Inc. | – | 5.5M | $267M | +870K |
| 3 | Absolute Investment Advisers, LLC | – | 5M | $4.7M | −2M |
| 4 | Vanguard Portfolio Management LLC | – | 4M | $196M | +91K |
| 5 | State of Wisconsin Investment Board | – | 4M | $3.7M | +1M |
| 6 | Jericho Capital Asset Management L.P. | – | 3.5M | $169M | +1M |
| 7 | Hotchkis & Wiley Capital Management LLC | – | 2.6M | $125M | +898K |
| 8 | Vanguard Capital Management LLC | – | 2.3M | $111M | +30K |
| 9 | Fmr LLC | – | 1.7M | $82.3M | −89K |
| 10 | State Street Corp | – | 1.5M | $71.6M | +200K |
- Jericho Capital Asset Management L.P.+1M sh+$49.3M
- Hotchkis & Wiley Capital Management LLC+898K sh+$43.6M
- BlackRock, Inc.+870K sh+$42.2M
- Squarepoint Ops LLC+655K sh+$31.8M
- Price T Rowe Associates Inc /md/+428K sh+$20.7M
- Bank of America Corp /de/+409K sh+$19.9M
- AQR Capital Management LLC+377K sh+$18.3M
- Qube Research & Technologies Ltd+336K sh+$16.3M
- Eminence Capital, LP−2.5M sh−$150M
- Hawk Ridge Capital Management LP−1.1M sh−$65.1M
- Nomura Asset Management International Inc.−643K sh−$31.2M
- Goldentree Asset Management LP−358K sh−$21.3M
- Jane Street Group, LLC−307K sh−$18.3M
- Citadel Advisors LLC−342K sh−$16.6M
- UBS Group AG−340K sh−$16.5M
- Conestoga Capital Advisors, LLC−287K sh−$13.9M
WK institutional ownership FAQ
Who owns the most WK stock?
In Q2 2026 13F filings the largest holder of WK was Mizuho Securities USA LLC, followed by BlackRock, Inc. and Absolute Investment Advisers, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of WK is owned by institutions?
311 funds reported holding 73.1M WK shares at Jun 30, 2026.
Are hedge funds buying WK?
In Q2 2026, 179 funds bought WK (60 of them new positions) and 162 sold (75 sold out completely). Among well known investors, 2 added and 3 cut. Our fund sentiment for WK is bearish.
What is WK's institutional put/call ratio?
Funds reported $277K of WK puts against $568K of calls, a put/call ratio of 0.49 (3.91 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WK ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.