Workiva Inc: which funds bought and sold
Institutions that bought and sold Workiva shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 178 institutions that filed 13F reports for both quarters added to or opened positions in Workiva, and 154 cut or closed them. Together they added a net 938K shares, +1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+6.0%); index fund managers were net buyers of 1.3M shares (+9.0%). 59 opened a new position and 68 sold out entirely.
Bought, Q2 2026 178 institutions, 59 of them new holders Sold, Q2 2026 154 institutions, 68 of them sold out
Net change, all compared +938K shares (+1.9%)
Net change, active managers +1.1M shares (+6.0%), 38 bought, 20 sold
Buyers versus sellers
178 bought 35 154 sold
Active managers and hedge funds 38 bought · 20 sold · +1.1M
Index fund managers 10 bought · 1 sold · +1.3M
Other institutions 130 bought · 133 sold · −1.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jericho Capital Asset Management L.P. Hedge fund | +1.0M +41.2% | 3.5M | $169M |
| Hotchkis & Wiley Capital Management LLC Active manager | +898K +53.5% | 2.6M | $125M |
| Blackrock, Inc. Index funds | +870K +18.8% | 5.5M | $267M |
| Squarepoint Ops LLC Hedge fund | +655K +110.7% | 1.2M | $60.5M |
| Price T Rowe Associates Inc Active manager | +428K +79.3% | 967K | $46.9M |
| Bank Of America Corp | +409K +103.6% | 804K | $39M |
| AQR Capital Management LLC Hedge fund | +377K +112.1% | 713K | $34.6M |
| Qube Research & Technologies Ltd Hedge fund | +336K +92.6% | 700K | $33.9M |
| Marshall Wace, LLP Hedge fund | +325K +4908.8% | 331K | $16.1M |
| Acadian Asset Management LLC Active manager | +321K +1654.5% | 340K | $16.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +311K +28.0% | 1.4M | $68.9M |
| First Trust Advisors LP | +264K +30.5% | 1.1M | $54.6M |
| Susquehanna International Group, LLP | +258K +986.4% | 285K | $13.8M |
| Morgan Stanley | +224K +74.2% | 527K | $25.5M |
| Susquehanna Fundamental Investments, LLC | +207K New position | 207K | $10.1M |
| State Street Corp Index funds | +200K +15.6% | 1.5M | $71.6M |
| Assenagon Asset Management S.A. | +192K New position | 192K | $9.3M |
| Cadian Capital Management, LP Hedge fund | +144K New position | 144K | $7M |
| Xtx Topco Ltd | +144K +912.3% | 160K | $7.8M |
| Royce & Associates LP Active manager | +140K New position | 140K | $6.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jericho Capital Asset Management L.P. Hedge fund | +1.0M +41.2% | 3.5M | $169M |
| Hotchkis & Wiley Capital Management LLC Active manager | +898K +53.5% | 2.6M | $125M |
| Squarepoint Ops LLC Hedge fund | +655K +110.7% | 1.2M | $60.5M |
| Price T Rowe Associates Inc Active manager | +428K +79.3% | 967K | $46.9M |
| AQR Capital Management LLC Hedge fund | +377K +112.1% | 713K | $34.6M |
| Qube Research & Technologies Ltd Hedge fund | +336K +92.6% | 700K | $33.9M |
| Marshall Wace, LLP Hedge fund | +325K +4908.8% | 331K | $16.1M |
| Acadian Asset Management LLC Active manager | +321K +1654.5% | 340K | $16.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +311K +28.0% | 1.4M | $68.9M |
| Cadian Capital Management, LP Hedge fund | +144K New position | 144K | $7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Eminence Capital, LP Hedge fund | −2.5M Sold out | 0 | — |
| Hawk Ridge Capital Management LP Hedge fund | −1.1M Sold out | 0 | — |
| Nomura Asset Management International Inc. | −643K −98.0% | 13K | $651,000 |
| Goldentree Asset Management LP | −358K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −342K −49.4% | 350K | $17M |
| UBS Group AG | −340K −30.2% | 788K | $38.2M |
| Jane Street Group, LLC | −307K Sold out | 0 | — |
| Conestoga Capital Advisors, LLC | −287K −38.1% | 467K | $22.7M |
| Pembroke Management, Ltd | −225K Sold out | 0 | — |
| Riverbridge Partners LLC Active manager | −215K −33.0% | 436K | $21.2M |
| Ameriprise Financial Inc | −212K −77.4% | 62K | $3M |
| Topline Capital Management, LLC | −179K −17.0% | 871K | $42.3M |
| Trexquant Investment LP Hedge fund | −170K Sold out | 0 | — |
| Nuveen, LLC | −169K −34.7% | 319K | $15.5M |
| Tudor Investment Corp Et Al Hedge fund | −165K −91.8% | 15K | $713,485 |
| Goldman Sachs Group Inc | −142K −17.5% | 670K | $32.5M |
| Ensign Peak Advisors, Inc | −131K −96.9% | 4,117 | $199,716 |
| Timessquare Capital Management, LLC | −127K −28.4% | 319K | $15.5M |
| Cypress Point Investment Management LP | −103K Sold out | 0 | — |
| FMR LLC Active manager | −89K −5.0% | 1.7M | $82.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Eminence Capital, LP Hedge fund | −2.5M Sold out | 0 | — |
| Hawk Ridge Capital Management LP Hedge fund | −1.1M Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −342K −49.4% | 350K | $17M |
| Riverbridge Partners LLC Active manager | −215K −33.0% | 436K | $21.2M |
| Trexquant Investment LP Hedge fund | −170K Sold out | 0 | — |
| Tudor Investment Corp Et Al Hedge fund | −165K −91.8% | 15K | $713,485 |
| FMR LLC Active manager | −89K −5.0% | 1.7M | $82.3M |
| Millennium Management LLC Hedge fund | −86K −67.7% | 41K | $2M |
| Renaissance Technologies LLC Hedge fund | −80K −38.1% | 130K | $6.3M |
| Ranger Investment Management, L.P. Active manager | −75K −22.0% | 267K | $12.9M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Susquehanna Fundamental Investments, LLC | 207K | $10.1M |
| Assenagon Asset Management S.A. | 192K | $9.3M |
| Cadian Capital Management, LPHedge fund | 144K | $7M |
| Royce & Associates LPActive manager | 140K | $6.8M |
| HRT Financial LP | 109K | $5.3M |
| Point72 Asset Management, L.P.Hedge fund | 105K | $5.1M |
| LGT Fund Management Co Ltd. | 86K | $4.2M |
| Voloridge Investment Management, LLCHedge fund | 55K | $2.7M |
| Verition Fund Management LLCHedge fund | 52K | $2.5M |
| Holocene Advisors, LPHedge fund | 43K | $2.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Eminence Capital, LPHedge fund | 2.5M | $150M |
| Hawk Ridge Capital Management LPHedge fund | 1.1M | $65.1M |
| Goldentree Asset Management LP | 358K | $21.3M |
| Jane Street Group, LLC | 307K | $18.3M |
| Pembroke Management, Ltd | 225K | $13.4M |
| Trexquant Investment LPHedge fund | 170K | $10.1M |
| Cypress Point Investment Management LP | 103K | $6.1M |
| Healthcare Of Ontario Pension Plan Trust Fund | 86K | $5.1M |
| Efg International AG | 62K | $3.7M |
| 13D Management LLC | 52K | $3.1M |
Who holds the shares
- Institutions reporting
- 303
- Ten largest holders
- 50.5% of 13F-reported shares
- Index fund managers
- 32.3% of 13F-reported shares
- Active managers and hedge funds
- 37.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 38 | 20 | 13 | 8 | +1.1M | +6.0% |
| Index fund managers | 10 | 1 | 0 | 0 | +1.3M | +9.0% |
| Other institutions | 130 | 133 | 46 | 60 | −1.4M | −8.9% |