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Security record · archived quarter

WK

Workiva Inc. · Technology · Software - Application

74.50 +0.3% mkt cap $4.05B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
18Tracked holders
+1Δ holders
20.04MShares held
$1.72BReported value
+2New positions
−2Exits
Rising Conviction score 54/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +3.4% · net new positions 0.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 114 +7 31.23M $1.52B +16 −9
Q1 2026 110 -11 27.49M $1.64B +7 −19
Q4 2025 121 +1 34.05M $2.94B +3 −1
Q3 2025 18 +1 20.04M $1.72B +2 −2
Q2 2025 15 +1 17.82M $1.22B +1
Q1 2025 11 -1 5.06M $384.30M +1 −2
Q4 2024 12 +1 4.69M $513.68M +2 −1
Q3 2024 10 0 2.86M $226.61M
Q2 2024 10 3.08M $225.15M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 6.28M +0.7% $540.70M 0.0% ▲ Add 2 SEC ↗
2 The Vanguard Group (passive) 6.28M +0.7% $540.70M 0.0% ▲ Add 2 SEC ↗
3 The Vanguard Group (passive) 6.28M +0.7% $540.70M 0.0% ▲ Add 2 SEC ↗
4 The Vanguard Group (passive) 6.28M +0.7% $540.70M 0.0% ▲ Add 2 SEC ↗
5 The Vanguard Group (passive) 6.28M +0.7% $540.70M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
13 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
14 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
15 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
16 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
18 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
19 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
20 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
21 BlackRock (passive) 4.37M -15.6% $375.92M 0.0% ▼ Trim 2 SEC ↗
22 T. Rowe Price 1.49M +2925.6% $128.38M 0.0% ▲ Add 6 SEC ↗
23 T. Rowe Price 1.49M +2925.6% $128.38M 0.0% ▲ Add 6 SEC ↗
24 State Street Global Advisors (passive) 1.31M -0.8% $112.84M 0.0% ▼ Trim 4 SEC ↗
25 Fidelity (FMR) 1.22M -27.7% $105.40M 0.0% ▼ Trim 2 SEC ↗
26 Fidelity (FMR) 1.22M -27.7% $105.40M 0.0% ▼ Trim 2 SEC ↗
27 Fidelity (FMR) 1.22M -27.7% $105.40M 0.0% ▼ Trim 2 SEC ↗
28 Fidelity (FMR) 1.22M -27.7% $105.40M 0.0% ▼ Trim 2 SEC ↗
29 Geode Capital Management (passive) 1.20M -0.8% $103.07M 0.0% ▼ Trim 6 SEC ↗
30 Geode Capital Management (passive) 1.20M -0.8% $103.07M 0.0% ▼ Trim 6 SEC ↗
31 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
32 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
33 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
34 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
35 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
36 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
37 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
38 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
40 Morgan Stanley 1.05M $90.00M 0.0% n/c 1 SEC ↗
41 Point72 Asset Management 791.65K New $68.14M 0.2% New 1 SEC ↗
42 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
43 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
45 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
46 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
47 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
48 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
49 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
52 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
53 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
55 JPMorgan Chase 775.23K $66.73M 0.0% n/c 1 SEC ↗
56 Arrowstreet Capital 523.81K +6.2% $45.09M 0.0% ▲ Add 4 SEC ↗
57 Renaissance Technologies 410.51K -3.4% $35.34M 0.0% ▼ Trim 6 SEC ↗
58 Goldman Sachs Group 326.18K $28.08M 0.0% n/c 1 SEC ↗
59 Goldman Sachs Group 326.18K $28.08M 0.0% n/c 1 SEC ↗
60 Goldman Sachs Group 326.18K $28.08M 0.0% n/c 1 SEC ↗
61 AQR Capital Management 187.08K +85.8% $16.10M 0.0% ▲ Add 6 SEC ↗
62 AQR Capital Management 187.08K +85.8% $16.10M 0.0% ▲ Add 6 SEC ↗
63 AQR Capital Management 187.08K +85.8% $16.10M 0.0% ▲ Add 6 SEC ↗
64 AQR Capital Management 187.08K +85.8% $16.10M 0.0% ▲ Add 6 SEC ↗
65 AQR Capital Management 187.08K +85.8% $16.10M 0.0% ▲ Add 6 SEC ↗
66 D. E. Shaw & Co. 39.23K +6.1% $3.38M 0.0% ▲ Add 2 SEC ↗
67 Citadel Advisors 26.36K -45.3% $2.27M 0.0% ▼ Trim 6 SEC ↗
68 Millennium Management 24.36K -91.5% $2.10M 0.0% ▼ Trim 6 SEC ↗
69 Two Sigma Investments 12.69K -91.9% $1.09M 0.0% ▼ Trim 6 SEC ↗
70 Bridgewater Associates 2.43K New $209,519 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $68.14M 0.2%
Bridgewater Associates $209,519 0.0%

Exited

Norges Bank $40.23M was 0.0%
Marshall Wace $237,589 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 19.93M shares, $19.71M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G — Jericho Capital Asset Management L.P.

View original SEC filing ↗

Jul 31 SC 13G — VANGUARD CAPITAL MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API