Workiva Inc. (WK) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-46.38 pp), representing a broadly distributed shareholder base.
Institutional Ownership102.8%$2.8B total value · ▼ 46.38 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score27 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow305 holders-32 net flow (+52 / -84)
AI Insights & Key Takeaways
- Negative Institutional Flow (-32)
- Citadel Advisors Llc maintains a significant position
- Top 10 holders control 48.6% of institutional value
- No Insider Signal
Top Institutional Holders of WK
Ranked by reported Q1 2026 13F market value
Top 10 Holders
48.6%
Top 25 Holders
74.2%
Share of total reported institutional value in WK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.6M | $276.5M | +4.3% | 8.263% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $235.9M | — | 7.049% | 0.01% |
| 3 | EMINENCE CAPITAL, LP | 2.5M | $150.3M | -32.0% | 4.490% | 3.45% |
| 4 | Jericho Capital Asset Management L.P. | 2.5M | $147.0M | — | 4.394% | 2.17% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $134.6M | — | 4.022% | 0.00% |
| 6 | FMR LLC | 1.8M | $106.5M | +28.5% | 3.182% | 0.01% |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.7M | $100.2M | +43.5% | 2.993% | 0.31% |
| 8 | STATE STREET CORP | 1.3M | $76.1M | +2.9% | 2.274% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $73.2M | +2.9% | 2.187% | 0.00% |
| 10 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1.2M | $72.8M | +29.8% | 2.177% | 1.06% |
| 11 | UBS Group AG | 1.1M | $67.3M | -48.8% | 2.010% | 0.01% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $66.2M | +88.5% | 1.977% | 0.04% |
| 13 | HAWK RIDGE CAPITAL MANAGEMENT LP | 1.1M | $65.1M | — | 1.945% | 2.37% |
| 14 | Topline Capital Management, LLC | 1.1M | $62.6M | +264.3% | 1.871% | 10.35% |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 922K | $55.0M | +3.2% | 1.643% | 0.19% |
| 16 | FIRST TRUST ADVISORS LP | 863K | $51.5M | +16.4% | 1.538% | 0.04% |
| 17 | GOLDMAN SACHS GROUP INC | 812K | $48.4M | +170.6% | 1.446% | 0.01% |
| 18 | Conestoga Capital Advisors, LLC | 755K | $45.0M | -30.3% | 1.345% | 0.90% |
| 19 | MAIRS & POWER INC | 716K | $42.7M | -1.7% | 1.275% | 0.44% |
| 20 | CITADEL ADVISORS LLC | 702K | $41.9M | +72.0% | 1.251% | 0.02% |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 657K | $39.2M | -10.9% | 1.170% | 0.07% |
| 22 | RIVERBRIDGE PARTNERS LLC | 651K | $38.8M | -43.5% | 1.161% | 0.95% |
| 23 | Squarepoint Ops LLC | 592K | $35.3M | +1038.6% | 1.055% | 0.05% |
| 24 | Irenic Capital Management LP | 552K | $32.9M | 0.0% | 0.984% | 3.27% |
| 25 | LOOMIS SAYLES & CO L P | 515K | $30.7M | +13.6% | 0.918% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WK — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in WK during Q1 2026, grouped by how each filer changed its position.
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66.2M
- Topline Capital Management, LLC$62.6M
- GOLDMAN SACHS GROUP INC$48.4M
- CITADEL ADVISORS LLC$41.9M
- Squarepoint Ops LLC$35.3M
- Qube Research & Technologies Ltd$21.7M
- Polygon Management Ltd.$14.9M
- TWO SIGMA INVESTMENTS, LP$14.2M
- TUDOR INVESTMENT CORP ET AL$10.7M
- Trexquant Investment LP$10.1M
- Ensign Peak Advisors, Inc$8.0M
- MILLENNIUM MANAGEMENT LLC$7.6M
WK Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 305 | 9.5% | 102.80% | 46.38 pp | $2.82B | 31% |
| Q4 2025 | 337 | +11% | 149.18% | +8.46 pp | $4.10B | +6.0% |
| Q3 2025 | 303 | 1.9% | 140.72% | +34.49 pp | $3.86B | +32% |
| Q2 2025 | 309 | 4.9% | 106.23% | 9.26 pp | $2.92B | 8.0% |
| Q1 2025 | 325 | +4.8% | 115.49% | 54.77 pp | $3.17B | 32% |
| Q4 2024 | 310 | +8.0% | 170.26% | +50.62 pp | $4.68B | +42% |
| Q3 2024 | 287 | 3.7% | 119.64% | +8.70 pp | $3.29B | +7.8% |
| Q2 2024 | 298 | — | 110.94% | — | $3.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
WK — Frequently Asked Questions
Quick answers to the most common questions about buying WK stock.
What percentage of WK is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Workiva Inc. stands at 102.8%, held across 305 reporting institutions.
Who is the largest institutional holder of WK?
BlackRock, Inc. is the largest reported institutional holder of WK, with approximately 4,637,070 shares worth $0.28B as of Q1 2026.
Is WK a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WK, including CITADEL ADVISORS LLC.
What is WK's Smart Money Score?
Our composite Smart Money Score for WK is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought WK this quarter?
52 institutions opened new positions in WK during Q1 2026, while 84 fully exited. 53 added to existing positions and 199 trimmed.
How is institutional ownership of WK changing?
WK institutional ownership fell by 46.38 percentage points quarter-over-quarter, with a net change of -32 holders.
How concentrated is WK ownership among the top holders?
The top 10 institutions account for 48.6% of all reported 13F value in WK, and the top 25 account for 74.2%.
Where does this WK institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.