WK in the 13F filings
Workiva Inc · CUSIP 98139A105
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 9 Aug 2024
- Managers listing it
- 4
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 4 listed it in both
- Shares listed
- 1,369,925
- combined, among listed positions
- Reported value
- $100m
- combined, at the quarter end
Among the 94 comparable managers: 1 buyer (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -468,419.
Managers listing WK in Q2 2024
4 of 4 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Artisan Partners LP | 793,289 | $58m | 0.09% | Trimmed | -372,526 | 12 Aug 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 520,100 | $38m | 0.06% | Trimmed | -90,800 | 9 Aug 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 37,774 | $2.8m | under 0.1% | Trimmed | -19,068 | 14 Aug 2024 (the filing on sec.gov) |
| Woodline Partners LP | 18,762 | $1.4m | under 0.1% | Added | +13,975 | 14 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Woodline Partners LPexisting position · 18,762 shares now+13,975
Reductions
- Artisan Partners LPexisting position · 793,289 shares now-372,526
- Renaissance Technologies LLCexisting position · 520,100 shares now-90,800
- Holocene Advisors LPexisting position · 37,774 shares now-19,068
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2017 | 1 | $911k | n.a. | n.a. |
| Q3 2017 | 1 | $997k | n.a. | n.a. |
| Q4 2017 | 1 | $1.3m | n.a. | n.a. |
| Q1 2018 | 2 | $9.8m | n.a. | n.a. |
| Q2 2018 | 2 | $10.0m | n.a. | n.a. |
| Q3 2018 | 3 | $66m | n.a. | n.a. |
| Q4 2018 | 3 | $56m | n.a. | n.a. |
| Q1 2019 | 7 | $117m | n.a. | n.a. |
| Q2 2019 | 9 | $339m | n.a. | n.a. |
| Q3 2019 | 6 | $126m | n.a. | n.a. |
| Q4 2019 | 5 | $97m | n.a. | n.a. |
| Q1 2020 | 4 | $59m | n.a. | n.a. |
| Q2 2020 | 8 | $178m | n.a. | n.a. |
| Q3 2020 | 6 | $148m | n.a. | n.a. |
| Q4 2020 | 8 | $318m | n.a. | n.a. |
| Q1 2021 | 7 | $272m | n.a. | n.a. |
| Q2 2021 | 7 | $571m | n.a. | n.a. |
| Q3 2021 | 10 | $721m | n.a. | n.a. |
| Q4 2021 | 11 | $636m | n.a. | n.a. |
| Q1 2022 | 5 | $607m | n.a. | n.a. |
| Q2 2022 | 4 | $351m | n.a. | n.a. |
| Q3 2022 | 3 | $172m | n.a. | n.a. |
| Q4 2022 | 3 | $168m | n.a. | n.a. |
| Q1 2023 | 4 | $234m | n.a. | n.a. |
| Q2 2023 | 7 | $248m | n.a. | n.a. |
| Q3 2023 | 9 | $245m | n.a. | n.a. |
| Q4 2023 | 5 | $210m | 3 | 4 |
| Q1 2024 | 4 | $156m | 1 | 3 |
| Q2 2024 | 4 | $100m | 1 | 3 |
| Q3 2024 | 6 | $108m | 3 | 3 |
| Q4 2024 | 5 | $224m | 3 | 3 |
| Q1 2025 | 6 | $191m | 6 | 1 |
| Q2 2025 | 3 | $33m | 3 | 1 |
| Q3 2025 | 3 | $149m | 2 | 1 |
| Q4 2025 | 2 | $64m | 17 | 13 |
| Q1 2026 | 2 | $101m | 18 | 10 |
| Q2 2026 | 3 | $146m | 18 | 13 |
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 →