Which funds own WK
Workiva Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $21m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $21m
- as reported
- Opened
- 2
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 0
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Oaktree Capital Management LP Activist · $7.2bn book | $14m | 0.2% | 14,970,000 | opened14,970,000 | New |
| Oaktree Capital Management LP Activist · $7.2bn book | $7.1m | 0.1% | 7,100,000 | opened7,100,000 | New |
Ownership through time
At least 3 of the 95 managers whose filings are on file listed WK in Q2 2026, against 1 in Q2 2017. 1 manager more than in Q1 2026: 1 listed it again.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2017: 1
- Q3 2017: 1
- Q4 2017: 1
- Q1 2018: 2
- Q2 2018: 2
- Q3 2018: 3
- Q4 2018: 3
- Q1 2019: 7
- Q2 2019: 9
- Q3 2019: 6
- Q4 2019: 5
- Q1 2020: 4
- Q2 2020: 8
- Q3 2020: 6
- Q4 2020: 8
- Q1 2021: 7
- Q2 2021: 7
- Q3 2021: 10
- Q4 2021: 11
- Q1 2022: 5
- Q2 2022: 4
- Q3 2022: 3
- Q4 2022: 3
- Q1 2023: 4
- Q2 2023: 7
- Q3 2023: 9
- Q4 2023: 5
- Q1 2024: 4
- Q2 2024: 4
- Q3 2024: 6
- Q4 2024: 5
- Q1 2025: 6
- Q2 2025: 3
- Q3 2025: 3
- Q4 2025: 2
- Q1 2026: 2
- Q2 2026: 3
- Q2 2017: $911k
- Q3 2017: $997k
- Q4 2017: $1.3m
- Q1 2018: $9.8m
- Q2 2018: $10.0m
- Q3 2018: $66m
- Q4 2018: $56m
- Q1 2019: $117m
- Q2 2019: $339m
- Q3 2019: $126m
- Q4 2019: $97m
- Q1 2020: $59m
- Q2 2020: $178m
- Q3 2020: $148m
- Q4 2020: $318m
- Q1 2021: $272m
- Q2 2021: $571m
- Q3 2021: $721m
- Q4 2021: $636m
- Q1 2022: $607m
- Q2 2022: $351m
- Q3 2022: $172m
- Q4 2022: $168m
- Q1 2023: $234m
- Q2 2023: $248m
- Q3 2023: $245m
- Q4 2023: $210m
- Q1 2024: $156m
- Q2 2024: $100m
- Q3 2024: $108m
- Q4 2024: $224m
- Q1 2025: $191m
- Q2 2025: $33m
- Q3 2025: $149m
- Q4 2025: $64m
- Q1 2026: $101m
- Q2 2026: $146m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Squarepoint Ops LLC592,004 to 1,247,400 shares+$32m
- Arrowstreet Capital LP1,109,646 to 1,420,426 shares+$15m
Largest decreases, by shares
No manager on file sold part of it.
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Arrowstreet Capital LP | Q1 2018 | $73m | $69m | |
| Squarepoint Ops LLC | Q3 2021 | $61m | $61m | |
| Acadian Asset Management LLC | Q1 2019 | $16m | $16m | |
| T. Rowe Price Associates Inc | Q2 2019 | $306m | last listed Q2 2022 | |
| Artisan Partners LP | Q2 2020 | $168m | last listed Q1 2025 | |
| Renaissance Technologies LLC | Q3 2018 | $129m | last listed Q3 2025 | |
| Point72 Asset Management LP | Q4 2024 | $68m | last listed Q3 2025 | |
| D. E. Shaw & Co. | Q2 2020 | $68m | last listed Q3 2021 | |
| Two Sigma Advisers LP | Q2 2019 | $36m | last listed Q1 2025 | |
| Woodline Partners LP | Q4 2021 | $32m | last listed Q2 2025 | |
| Two Sigma Investments LP | Q1 2020 | $31m | last listed Q1 2025 | |
| Maverick Capital Ltd | Q4 2024 | $31m | last listed Q4 2024 | |
| Man Group PLC | Q2 2020 | $15m | last listed Q3 2023 |
What WK is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around WK →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.