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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
121Tracked holders
+1Δ holders
34.05MShares held
$2.94BReported value
+3New positions
−1Exits
Stable Conviction score 53/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.8% · share flow -1.8% · net new positions +1.7%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 6.26M -0.4% $539.84M 0.0% ▼ Trim 3 SEC ↗
2 The Vanguard Group (passive) 6.26M -0.4% $539.84M 0.0% ▼ Trim 3 SEC ↗
3 The Vanguard Group (passive) 6.26M -0.4% $539.84M 0.0% ▼ Trim 3 SEC ↗
4 The Vanguard Group (passive) 6.26M -0.4% $539.84M 0.0% ▼ Trim 3 SEC ↗
5 The Vanguard Group (passive) 6.26M -0.4% $539.84M 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
19 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
20 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
21 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
22 BlackRock (passive) 4.44M +1.8% $383.32M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 2.20M $190.16M 0.0% n/c 1 SEC ↗
24 UBS Group AG 2.20M $190.16M 0.0% n/c 1 SEC ↗
25 UBS Group AG 2.20M $190.16M 0.0% n/c 1 SEC ↗
26 UBS Group AG 2.20M $190.16M 0.0% n/c 1 SEC ↗
27 UBS Group AG 2.20M $190.16M 0.0% n/c 1 SEC ↗
28 Fidelity (FMR) 1.39M +13.5% $119.84M 0.0% ▲ Add 3 SEC ↗
29 Fidelity (FMR) 1.39M +13.5% $119.84M 0.0% ▲ Add 3 SEC ↗
30 Fidelity (FMR) 1.39M +13.5% $119.84M 0.0% ▲ Add 3 SEC ↗
31 Fidelity (FMR) 1.39M +13.5% $119.84M 0.0% ▲ Add 3 SEC ↗
32 Nordea Investment Management Ab 1.29M $110.84M 0.1% n/c 1 SEC ↗
33 Nordea Investment Management Ab 1.29M $110.84M 0.1% n/c 1 SEC ↗
34 Nordea Investment Management Ab 1.29M $110.84M 0.1% n/c 1 SEC ↗
35 Nordea Investment Management Ab 1.29M $110.84M 0.1% n/c 1 SEC ↗
36 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
37 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
38 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
39 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
40 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
41 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
42 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
43 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
44 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
45 Morgan Stanley 1.27M +21.1% $109.17M 0.0% ▲ Add 2 SEC ↗
46 State Street Global Advisors (passive) 1.24M -5.4% $106.91M 0.0% ▼ Trim 5 SEC ↗
47 Geode Capital Management (passive) 1.19M -0.4% $102.84M 0.0% ▼ Trim 7 SEC ↗
48 Geode Capital Management (passive) 1.19M -0.4% $102.84M 0.0% ▼ Trim 7 SEC ↗
49 Hotchkis & Wiley Capital Management… 1.17M $100.93M 0.3% n/c 1 SEC ↗
50 T. Rowe Price 1.05M -29.7% $90.38M 0.0% ▼ Trim 7 SEC ↗
51 T. Rowe Price 1.05M -29.7% $90.38M 0.0% ▼ Trim 7 SEC ↗
52 First Trust Advisors Lp 741.29K $63.94M 0.0% n/c 1 SEC ↗
53 Assenagon Asset Management S.A. 740.10K $63.83M 0.1% n/c 1 SEC ↗
54 Nomura Asset Management… 736.80K $63.55M 0.1% n/c 1 SEC ↗
55 Norges Bank (passive) 618.85K New $53.38M 0.0% New 1 SEC ↗
56 Arrowstreet Capital 588.81K +12.4% $50.78M 0.0% ▲ Add 5 SEC ↗
57 Barclays Plc 582.59K $50.25M 0.0% n/c 1 SEC ↗
58 Barclays Plc 582.59K $50.25M 0.0% n/c 1 SEC ↗
59 Barclays Plc 582.59K $50.25M 0.0% n/c 1 SEC ↗
60 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
61 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
62 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
63 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
64 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
65 AQR Capital Management 522.30K +179.2% $45.05M 0.0% ▲ Add 7 SEC ↗
66 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
67 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
68 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
69 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
70 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
71 Northern Trust Corp 504.01K $43.47M 0.0% n/c 1 SEC ↗
72 Nuveen, LLC 499.99K $43.12M 0.0% n/c 1 SEC ↗
73 Nuveen, LLC 499.99K $43.12M 0.0% n/c 1 SEC ↗
74 Nuveen, LLC 499.99K $43.12M 0.0% n/c 1 SEC ↗
75 Loomis Sayles & Co L P 453.45K $39.11M 0.0% n/c 1 SEC ↗
76 Loomis Sayles & Co L P 453.45K $39.11M 0.0% n/c 1 SEC ↗
77 Charles Schwab Investment… 431.56K $37.22M 0.0% n/c 1 SEC ↗
78 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
79 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
80 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
81 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
82 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
83 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
84 Bank Of America Corp /De/ 401.88K $34.66M 0.0% n/c 1 SEC ↗
85 Citadel Advisors 396.23K +1403.4% $34.17M 0.0% ▲ Add 7 SEC ↗
86 Citadel Advisors 396.23K +1403.4% $34.17M 0.0% ▲ Add 7 SEC ↗
87 Ameriprise Financial Inc 321.77K $27.75M 0.0% n/c 1 SEC ↗
88 Ameriprise Financial Inc 321.77K $27.75M 0.0% n/c 1 SEC ↗
89 Ameriprise Financial Inc 321.77K $27.75M 0.0% n/c 1 SEC ↗
90 Ameriprise Financial Inc 321.77K $27.75M 0.0% n/c 1 SEC ↗
91 Goldman Sachs Group 299.90K -8.1% $25.87M 0.0% ▼ Trim 2 SEC ↗
92 Goldman Sachs Group 299.90K -8.1% $25.87M 0.0% ▼ Trim 2 SEC ↗
93 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
94 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
95 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
96 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
97 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
98 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
99 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗
100 Royal Bank Of Canada 297.31K $25.64M 0.0% n/c 1 SEC ↗

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

New buyers

Norges Bank $53.38M 0.0%

Exited

D. E. Shaw & Co. $3.38M 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: Q4 2025 · Methodology · Get this via the API