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WK in the 13F filings

Workiva Inc · CUSIP 98139A105

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 12 Aug 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
8,621,952
combined, among listed positions
Reported value
$419m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,929,598.

Managers listing WK in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)1,697,045$82munder 0.1%Trimmed-88,67813 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,420,426$69munder 0.1%Added+310,78013 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,247,400$61m0.07%Added+655,39614 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc966,637$47munder 0.1%Added+427,59514 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC713,213$35munder 0.1%Added+376,92014 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC349,937$17munder 0.1%Trimmed-342,3182 Sep 2026 (the filing on sec.gov)
Acadian Asset Management LLC340,141$16munder 0.1%Added+320,75413 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP331,483$16munder 0.1%Added+324,86513 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP320,421$16munder 0.1%Added+81,98014 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP284,628$14munder 0.1%Added+258,42914 Aug 2026 (the filing on sec.gov)
Man Group PLC194,813$9.4munder 0.1%Added+104,20614 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC129,540$6.3munder 0.1%Trimmed-79,60013 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP105,127$5.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP64,556$3.8munder 0.1%Added+5,27714 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC78,981$3.8munder 0.1%Added+58,04214 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC54,783$2.7munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC51,700$2.5munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd50,608$2.5munder 0.1%Added+2,06814 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP43,225$2.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC41,126$2.0munder 0.1%Trimmed-86,25414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP37,124$1.8munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.28,741$1.4munder 0.1%Trimmed-9,72014 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd21,367$1.0munder 0.1%Trimmed-151,78814 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC17,814$864kunder 0.1%Trimmed-19,66414 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP15,307$743kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

051015201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WK by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20171$911kn.a.n.a.
Q3 20171$997kn.a.n.a.
Q4 20171$1.3mn.a.n.a.
Q1 20182$9.8mn.a.n.a.
Q2 20182$10.0mn.a.n.a.
Q3 20183$66mn.a.n.a.
Q4 20183$56mn.a.n.a.
Q1 20197$117mn.a.n.a.
Q2 20199$339mn.a.n.a.
Q3 20196$126mn.a.n.a.
Q4 20195$97mn.a.n.a.
Q1 20204$59mn.a.n.a.
Q2 20208$178mn.a.n.a.
Q3 20206$148mn.a.n.a.
Q4 20208$318mn.a.n.a.
Q1 20217$272mn.a.n.a.
Q2 20217$571mn.a.n.a.
Q3 202110$721mn.a.n.a.
Q4 202111$636mn.a.n.a.
Q1 20225$607mn.a.n.a.
Q2 20224$351mn.a.n.a.
Q3 20223$172mn.a.n.a.
Q4 20223$168mn.a.n.a.
Q1 20234$234mn.a.n.a.
Q2 20237$248mn.a.n.a.
Q3 20239$245mn.a.n.a.
Q4 20235$210m34
Q1 20244$156m13
Q2 20244$100m13
Q3 20246$108m33
Q4 20245$224m33
Q1 20256$191m61
Q2 20253$33m31
Q3 20253$149m21
Q4 20252$64m1713
Q1 20262$101m1810
Q2 20263$146m1813

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WK and GOOGL →WK and AMZN →WK and MSFT →Choose a stock to compare with WK →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WK, latest filings →Back to the 13F Explorer →