13FBOX
WORKIVA INC · 13F Institutional Holdings
Options Calculator Rankings
W

WORKIVA INC

WK
Institutions
309
Combined AUM (Q2 2026)
$2.56B
Combined Shares (Q2 2026)
52.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9.9M
183 · 65 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-8.0M
160 · 70 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.56B
Institutions
309
New Buys
65
Adds
118
Reduces
90
Exits
70
Unchanged
36
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#123$267.2M5.5M$276.5M4.6M+870,420+18.77%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#91$196.3M4.0M$235.9M4.0M+90,685+2.29%Add
Jericho Capital Asset Management L.P.
1.4%2.17%#7$168.9M3.5M$147.0M2.5M+1.0M+41.24%Add
EMINENCE CAPITAL, LP
3.13%3.45%#3$150.3M2.5M$150.3M2.5M00.00%Unchanged
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.36%0.31%#22$125.1M2.6M$100.2M1.7M+898,320+53.48%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#156$110.9M2.3M$134.6M2.3M+30,150+1.34%Add
FMR LLC
<0.01%0.01%#128$82.3M1.7M$106.5M1.8M-88,678-4.97%Reduce
STATE STREET CORP
<0.01%<0.01%#161$71.6M1.5M$76.1M1.3M+199,623+15.65%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.03%0.04%#65$68.9M1.4M$66.2M1.1M+310,780+28.01%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#136$62.8M1.3M$73.2M1.2M+66,830+5.45%Add
EDMOND DE ROTHSCHILD HOLDING S.A.
0.81%1.05%#13$61.5M1.3M$72.8M1.2M+46,631+3.82%Add
Squarepoint Ops LLC
0.07%0.04%#41$60.5M1.2M$35.3M592,004+655,396+110.71%Add
FIRST TRUST ADVISORS LP
0.03%0.04%#63$54.6M1.1M$51.5M862,936+263,539+30.54%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#118$46.9M966,637$32.1M539,042+427,595+79.32%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.12%0.19%#34$45.8M943,485$55.0M922,167+21,318+2.31%Add
Topline Capital Management, LLC
10.96%10.35%#1$42.3M871,101$62.6M1.1M-178,989-17.05%Reduce
MAIRS & POWER INC
0.37%0.44%#20$40.2M829,491$42.7M715,640+113,851+15.91%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#153$39.0M804,184$23.6M394,941+409,243+103.62%Add
UBS Group AG
<0.01%0.01%#113$38.2M787,654$67.3M1.1M-340,334-30.17%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#83$34.6M713,213$20.1M336,293+376,920+112.08%Add
Qube Research & Technologies Ltd
0.03%0.02%#64$33.9M699,733$21.7M363,333+336,400+92.59%Add
GOLDMAN SACHS GROUP INC
<0.01%0.01%#146$32.5M669,715$48.4M811,530-141,815-17.48%Reduce
Irenic Capital Management LP
1.29%2.14%#9$26.8M552,010$32.9M552,01000.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#144$25.6M527,937$28.8M482,556+45,381+9.40%Add
MORGAN STANLEY
<0.01%0.01%#183$25.5M526,630$90.0M1.0M-518,904-49.63%Reduce
LOOMIS SAYLES & CO L P
0.03%0.04%#66$23.6M487,357$30.7M514,936-27,579-5.36%Reduce
Conestoga Capital Advisors, LLC
0.49%0.9%#19$22.7M467,432$45.0M754,553-287,121-38.05%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#145$21.2M437,170$25.5M427,159+10,011+2.34%Add
RIVERBRIDGE PARTNERS LLC
0.59%0.97%#16$21.2M436,284$38.8M651,243-214,959-33.01%Reduce
CITADEL ADVISORS LLC
<0.01%0.01%#162$18.5M380,337$41.9M702,255-321,918-45.84%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%0.01%#122$18.1M373,816$21.5M360,522+13,294+3.69%Add
ACADIAN ASSET MANAGEMENT LLC
0.02%<0.01%#73$16.5M340,141$1.2M19,387+320,754+1,654.48%Add
MARSHALL WACE, LLP
0.01%<0.01%#80$16.1M331,483$394,6316,618+324,865+4,908.81%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#85$15.5M320,421$14.2M238,441+81,980+34.38%Add
TimesSquare Capital Management, LLC
0.23%0.45%#25$15.5M319,434$26.6M446,365-126,931-28.44%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#186$15.5M319,428$5.6M93,499+225,929+241.64%Add
Nuveen, LLC
<0.01%0.01%#127$15.5M318,573$29.1M487,928-169,355-34.71%Reduce
Ranger Investment Management, L.P.
0.82%1.48%#12$12.9M266,945$20.4M342,185-75,240-21.99%Reduce
Tetragon Partners GP Ltd
1.91%2.89%#5$12.1M250,000$14.9M250,00000.00%Unchanged
Russell Investments Group, Ltd.
0.01%0.01%#90$11.8M243,581$6.8M114,759+128,822+112.25%Add
Bank of New York Mellon Corp
<0.01%<0.01%#169$10.2M211,125$13.6M227,426-16,301-7.17%Reduce
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
0.19%#28$10.1M207,280$00+207,280New Buy
Man Group plc
0.02%0.01%#76$9.5M194,813$5.4M90,607+104,206+115.01%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#182$9.1M187,975$13.3M223,336-35,361-15.83%Reduce
FEDERATED HERMES, INC.
0.01%0.01%#81$8.5M176,026$7.2M120,211+55,815+46.43%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#226$8.2M164,697$11.2M191,022-26,325-13.78%Reduce
Impax Asset Management Group plc
0.05%0.07%#51$7.9M162,086$9.7M162,08600.00%Unchanged
Connor, Clark & Lunn Investment Management Ltd.
0.01%0.02%#77$7.8M160,793$8.1M135,843+24,950+18.37%Add
XTX Topco Ltd
0.1%0.02%#36$7.8M159,959$942,27315,802+144,157+912.27%Add
Private Wealth Asset Management, LLC
0.74%1.01%#15$7.7M158,000$9.4M158,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow