WORKIVA INC hedge fund holdings
WKNYSE$70.16-1.72 (-2.39% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WK · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-21.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 106 | 134 | $443M | $460M | 291 | Aug 14, 2025 |
| Q3 2025 | 114 | 111 | $829M | $634M | 294 | Nov 14, 2025 |
| Q4 2025 | 125 | 98 | $679M | $437M | 326 | Feb 14, 2026 |
| Q1 2026 | 115 | 147 | $633M | $756M | 297 | May 15, 2026 |
| Q2 2026 | 144 | 123 | $453M | $440M | 285 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
285 filersNew position
50$55.8M+1.15M sh
Increased
94$397M+8.19M sh
Reduced
66-$185M-3.82M sh
Out / sold
57-$254M-5.24M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Eminence Capital, LP | Sell 100% | -$150M | $0 | Not reported | Jul 6, 2026 |
| Hawk Ridge Capital Management LP | Sell 100% | -$65.1M | $0 | 0.00% | Aug 14, 2026 |
| Jericho Capital Asset Management L.P. | Added 41.24% | +$49.3M | $169M | 1.40% | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management LLC | Added 53.48% | +$43.6M | $125M | 0.36% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Reduce 97.96% | -$31.2M | $651K | 0.00% | Aug 14, 2026 |
| Goldentree Asset Management LP | Sell 100% | -$21.3M | $0 | 0.00% | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | Reduce 38.05% | -$13.9M | $22.7M | 0.49% | Jul 24, 2026 |
| Pembroke Management, LTD | Sell 100% | -$13.4M | $0 | 0.00% | Aug 13, 2026 |
| First Trust Advisors LP | Added 30.54% | +$12.8M | $54.6M | 0.03% | Aug 11, 2026 |
| Riverbridge Partners LLC | Reduce 33.01% | -$10.4M | $21.2M | 0.59% | Jul 13, 2026 |
| Susquehanna Fundamental Investments, LLC | New Buy | +$10.1M | $10.1M | 0.19% | Aug 14, 2026 |
| Topline Capital Management, LLC | Reduce 17.05% | -$8.68M | $42.3M | 10.96% | Aug 14, 2026 |
| Cadian Capital Management, LP | New Buy | +$7M | $7M | 0.53% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 96.95% | -$6.35M | $200K | 0.00% | Aug 14, 2026 |
| Cypress Point Investment Management LP | Sell 100% | -$6.12M | $0 | 0.00% | Aug 13, 2026 |
| Mairs & Power Inc | Added 15.91% | +$5.52M | $40.2M | 0.37% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$5.11M | $0 | 0.00% | Aug 13, 2026 |
| LGT Fund Management Co Ltd. | New Buy | +$4.16M | $4.16M | 0.17% | Aug 10, 2026 |
| Lakehouse Capital Pty Ltd | Reduce 45.13% | -$4.03M | $4.9M | 5.42% | Jul 22, 2026 |
| EFG International AG | Sell 100% | -$3.7M | $0 | 0.00% | Aug 14, 2026 |
| Ranger Investment Management, L.P. | Reduce 21.99% | -$3.65M | $12.9M | 0.82% | Aug 13, 2026 |
| 13D Management LLC | Sell 100% | -$3.1M | $0 | 0.00% | Aug 14, 2026 |
| Praesidium Investment Management Company, LLC | Reduce 36.69% | -$2.68M | $4.62M | 2.15% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | New Buy | +$2.66M | $2.66M | 0.01% | Aug 14, 2026 |
| OP Asset Management Ltd | Added 86.10% | +$2.51M | $5.43M | 0.06% | Jul 28, 2026 |
| Siren, L.L.C. | Reduce 51.35% | -$2.3M | $2.18M | 0.04% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$2.28M | $0 | 0.00% | Aug 3, 2026 |
| Edmond de Rothschild Holding S.A. | Added 3.82% | +$2.26M | $61.5M | 0.81% | Aug 10, 2026 |
| Holocene Advisors, LP | New Buy | +$2.1M | $2.1M | 0.00% | Aug 14, 2026 |
| Harbor Capital Advisors, Inc. | Added 55.77% | +$1.94M | $5.41M | 0.37% | Aug 7, 2026 |
| Wellington Management Group LLP | New Buy | +$1.8M | $1.8M | 0.00% | Aug 14, 2026 |
| Essex Investment Management Co LLC | Reduce 98.00% | -$1.73M | $35.3K | 0.00% | Aug 6, 2026 |
| Madison Asset Management, LLC | Added 45.71% | +$1.37M | $4.36M | 0.05% | Aug 10, 2026 |
| Loomis Sayles & Co L P | Reduce 5.36% | -$1.34M | $23.6M | 0.03% | Aug 14, 2026 |
| Rosenblum Silverman Sutton S F Inc | Reduce 83.45% | -$1.1M | $219K | 0.05% | Aug 13, 2026 |
| Graham Capital Management, L.P. | Added 123.70% | +$1.01M | $1.83M | 0.03% | Aug 14, 2026 |
| Brown Capital Management LLC | Reduce 13.76% | -$994K | $6.23M | 1.25% | Jul 27, 2026 |
| Daiwa Securities Group Inc. | New Buy | +$927K | $927K | 0.00% | Jul 31, 2026 |
| Nexpoint Asset Management, L.P. | Sell 100% | -$914K | $0 | 0.00% | Aug 14, 2026 |
| Bridgefront Capital, LLC | Reduce 60.86% | -$822K | $529K | 0.14% | Aug 14, 2026 |
| Allstate Corp | New Buy | +$813K | $813K | 0.01% | Aug 13, 2026 |
| Quantinno Capital Management LP | Added 41.67% | +$746K | $2.54M | 0.00% | Aug 13, 2026 |
| Bridgewater Associates, LP | New Buy | +$743K | $743K | 0.00% | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 38.52% | -$709K | $1.13M | 0.00% | Aug 4, 2026 |
| Fox Run Management, L.L.C. | Reduce 64.01% | -$657K | $369K | 0.06% | Aug 4, 2026 |
| Inceptionr LLC | New Buy | +$579K | $579K | 0.14% | Aug 11, 2026 |
| Nordea Investment Management AB | New Buy | +$556K | $556K | 0.00% | Aug 5, 2026 |
| Summit Creek Advisors LLC | Reduce 11.46% | -$507K | $3.92M | 1.33% | Aug 7, 2026 |
| George Kaiser Family Foundation | Sell 100% | -$474K | $0 | 0.00% | Aug 12, 2026 |
| Divisadero Street Capital Management, LP | New Buy | +$464K | $464K | 0.01% | Aug 14, 2026 |
| Trust Point Inc. | Sell 100% | -$442K | $0 | 0.00% | Jul 8, 2026 |
| King Luther Capital Management Corp | Added 9.74% | +$395K | $4.45M | 0.02% | Aug 10, 2026 |
| Ares Systematic Credit Ltd | Added 64.58% | +$363K | $925K | 0.56% | Aug 14, 2026 |
| Summit Trail Advisors, LLC | New Buy | +$329K | $329K | 0.00% | Aug 11, 2026 |
| Empowered Funds, LLC | Added 66.66% | +$294K | $736K | 0.00% | Aug 17, 2026 |
| CANADA LIFE ASSURANCE Co | Added 9.14% | +$274K | $3.28M | 0.01% | Aug 13, 2026 |
| Everest Financial Group LLC | Sell 100% | -$249K | $0 | 0.00% | Aug 10, 2026 |
| Atria Investments, Inc | Sell 100% | -$244K | $0 | 0.00% | Jul 28, 2026 |
| Vancity Investment Management Ltd | Added 32.32% | +$239K | $977K | 0.15% | Aug 24, 2026 |
| Orser Capital Management, LLC | Sell 100% | -$237K | $0 | 0.00% | Jul 7, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 16.15% | -$227K | $1.18M | 0.00% | Aug 13, 2026 |
| Tejara Capital Ltd | Added 11.66% | +$211K | $2.02M | 0.83% | Aug 11, 2026 |
| Wealth Alliance, LLC | Sell 100% | -$211K | $0 | 0.00% | Aug 11, 2026 |
| RIA Advisory Group LLC | Sell 100% | -$205K | $0 | 0.00% | Jul 23, 2026 |
| Dorsey & Whitney Trust CO LLC | Reduce 15.38% | -$205K | $1.13M | 0.06% | Aug 14, 2026 |
| Elevation Point Wealth Partners, LLC | Sell 100% | -$205K | $0 | 0.00% | Aug 12, 2026 |
| EntryPoint Capital, LLC | Sell 100% | -$201K | $0 | 0.00% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 8.27% | +$186K | $2.44M | 0.00% | Aug 13, 2026 |
| Alamar Capital Management, LLC | Reduce 10.39% | -$179K | $1.54M | 0.78% | Aug 7, 2026 |
| Nicholas Company, Inc. | Added 4.07% | +$159K | $4.07M | 0.07% | Aug 5, 2026 |
| Banque Transatlantique SA | Sell 100% | -$98.9K | $0 | 0.00% | Jul 30, 2026 |
| Oppenheimer Asset Management Inc. | Reduce 7.58% | -$95.7K | $1.17M | 0.01% | Aug 3, 2026 |
| Canada Pension Plan Investment Board | Reduce 1.12% | -$72.8K | $6.41M | 0.00% | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 53.14% | +$55.4K | $160K | 0.00% | Aug 7, 2026 |
| Jefferies Financial Group Inc. | Added 1.19% | +$50.1K | $4.25M | 0.03% | Aug 17, 2026 |
| Leonteq Securities AG | Added 109.41% | +$47.9K | $91.7K | 0.00% | Jul 27, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$41.9K | $0 | 0.00% | Jul 1, 2026 |
| Harbor Investment Advisory, LLC | New Buy | +$40.1K | $40.1K | 0.00% | Jul 7, 2026 |
| Vident Advisory, LLC | Added 14.90% | +$39.2K | $302K | 0.00% | Aug 12, 2026 |
| Qsemble Capital Management, LP | Reduce 16.05% | -$38.2K | $200K | 0.03% | Aug 3, 2026 |
| Bayforest Capital Ltd | Added 33.30% | +$37.2K | $149K | 0.14% | Aug 5, 2026 |
| Summit Securities Group LLC | New Buy | +$35.7K | $35.7K | 0.00% | Aug 3, 2026 |
| Kemnay Advisory Services Inc. | Reduce 79.78% | -$24.9K | $6.31K | 0.00% | Aug 14, 2026 |
| Xponance LLC | Added 8.84% | +$20.5K | $252K | 0.00% | Aug 10, 2026 |
| Bessemer Group Inc | Sell 100% | -$18K | $0 | 0.00% | Aug 12, 2026 |
| Versant Capital Management, Inc | Added 202.27% | +$17.3K | $25.8K | 0.00% | Jul 2, 2026 |
| Quarry LP | New Buy | +$13.3K | $13.3K | 0.00% | Aug 14, 2026 |
| Huntington National Bank | Added 892.59% | +$11.7K | $13K | 0.00% | Aug 13, 2026 |
| Persistent Asset Partners Ltd | New Buy | +$11.1K | $11.1K | 0.00% | Aug 7, 2026 |
| Knights of Columbus Asset Advisors LLC | Added 0.57% | +$9.85K | $1.73M | 0.09% | Jul 31, 2026 |
| Handelsbanken Fonder AB | Added 1.26% | +$9.71K | $781K | 0.00% | Jul 10, 2026 |
| Hilltop National Bank | Reduce 15.06% | -$6.89K | $38.9K | 0.01% | Jul 2, 2026 |
| Westside Investment Management, Inc. | Sell 100% | -$5.76K | $0 | 0.00% | Jul 27, 2026 |
| Whittier Trust Co | Sell 100% | -$5.38K | $0 | 0.00% | Jul 28, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | New Buy | +$3.54K | $3.54K | 0.00% | Aug 13, 2026 |
| Kopp Family Office, LLC | Reduce 0.11% | -$2.86K | $2.71M | 1.66% | Jul 9, 2026 |
| Assetmark, Inc | Sell 100% | -$2.86K | $0 | 0.00% | Jul 30, 2026 |
| Bayban | Sell 100% | -$2.62K | $0 | 0.00% | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 44.66% | +$2.23K | $7.23K | 0.00% | Aug 7, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$2.05K | $2.05K | 0.00% | Aug 18, 2026 |