Security record · archived quarter
WK
Workiva Inc. · Technology · Software - Application
110Tracked holders
-11Δ holders
27.49MShares held
$1.64BReported value
+7New positions
−19Exits
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -6.8% ·
net new positions -10.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 4.64M | +4.3% | $276.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 2.26M | — | $134.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.79M | +28.5% | $106.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.79M | +28.5% | $106.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.79M | +28.5% | $106.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.79M | +28.5% | $106.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Hotchkis & Wiley Capital Management… | 1.68M | +43.5% | $100.17M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 1.28M | +2.9% | $76.08M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passive) | 1.23M | +3.0% | $73.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passive) | 1.23M | +3.0% | $73.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | UBS Group AG | 1.13M | -48.8% | $67.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 1.13M | -48.8% | $67.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 1.13M | -48.8% | $67.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 1.13M | -48.8% | $67.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Arrowstreet Capital ✦ | 1.11M | +88.5% | $66.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | First Trust Advisors Lp | 862.94K | +16.4% | $51.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 811.53K | +170.6% | $48.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 811.53K | +170.6% | $48.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 692.25K | +74.7% | $41.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 692.25K | +74.7% | $41.28M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Nomura Asset Management… | 656.60K | -10.9% | $39.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 592.00K | +1038.6% | $35.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 539.04K | -48.6% | $32.14M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 539.04K | -48.6% | $32.14M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 41 | Loomis Sayles & Co L P | 514.94K | +13.6% | $30.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Loomis Sayles & Co L P | 514.94K | +13.6% | $30.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Nuveen, LLC | 487.93K | -2.4% | $29.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Nuveen, LLC | 487.93K | -2.4% | $29.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Nuveen, LLC | 487.93K | -2.4% | $29.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 482.56K | -4.3% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Charles Schwab Investment… | 427.16K | -1.0% | $25.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank Of America Corp /De/ | 394.94K | -1.7% | $23.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 394.94K | -1.7% | $23.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 394.94K | -1.7% | $23.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 394.94K | -1.7% | $23.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 394.94K | -1.7% | $23.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 363.33K | +314.1% | $21.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 336.29K | -35.6% | $20.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 65 | Jane Street Group, Llc | 307.29K | +58.0% | $18.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Jane Street Group, Llc | 307.29K | +58.0% | $18.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 302.27K | -76.1% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Ameriprise Financial Inc | 273.69K | -14.9% | $16.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Ameriprise Financial Inc | 273.69K | -14.9% | $16.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Ameriprise Financial Inc | 273.69K | -14.9% | $16.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Two Sigma Investments ✦ | 238.44K | +927.7% | $14.22M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 227.43K | -2.3% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Royal Bank Of Canada | 223.34K | -24.9% | $13.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Royal Bank Of Canada | 223.34K | -24.9% | $13.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Royal Bank Of Canada | 223.34K | -24.9% | $13.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Royal Bank Of Canada | 223.34K | -24.9% | $13.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 223.34K | -24.9% | $13.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Renaissance Technologies ✦ | 209.14K | -25.1% | $12.47M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 191.02K | +69.2% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Tudor Investment Corp Et Al | 179.58K | +1345.2% | $10.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Nordea Investment Management… | $110.84M | was 0.1% |
| Assenagon Asset Management… | $63.83M | was 0.1% |
| Norges Bank | $53.38M | was 0.0% |
| Aberdeen Group plc | $18.84M | was 0.0% |
| Point72 Asset Management | $18.66M | was 0.0% |
| California Public Employees… | $7.23M | was 0.0% |
| Bridgewater Associates | $4.33M | was 0.0% |
| DZ BANK AG Deutsche Zentral… | $2.78M | was 0.0% |
| Cetera Investment Advisers | $1.62M | was 0.0% |
| Hrt Financial Lp | $1.17M | was 0.0% |
| Td Asset Management Inc | $930,120 | was 0.0% |
| Mml Investors Services, Llc | $335,426 | 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.
Aug 14
SC 13G — Jericho Capital Asset Management L.P.
Jul 31
SC 13G — VANGUARD CAPITAL MANAGEMENT LLC
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: Q1 2026 ·
Methodology ·
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