Workiva

WK • NYSE

Workiva is a software - application company in the technology sector on NYSE, led by Julie Iskow, with a market cap of $4.9B. As of Q3 2025, 86% of shares are held by 304 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.21%.

Chief Executive OfficerJulie Iskow

Market Cap$4.9B

Software - Application

Technology

Employees2.5K

Websiteworkiva.com

Country

United States of America

Overview

Overview of institutional ownership in WK as of Q3 2025 with a market cap of $4.8B

All Institutions

Institutions: 304
Value Held: $4.2B
Shares Held: 48.5M
Avg Position: $13.7M
Median Position: $865.7K

Hedge Funds

Hedge Funds: 38
Value Held: $660.9M
Shares Held: 7.7M
Avg Position: $17.4M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

72.76%

$3.5B

Hedge Funds

13.71%

$660.9M

Retail & Other

13.54%

$652.6M

Based on market cap of $4.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$540.7M 0.01% of portfolio	11.21% 6.3M shares	Q1 2015 Held for 10y 8m	$6.69T
B BlackRock, Inc. Institution	-	$375.9M 0.01% of portfolio	7.80% 4.4M shares	Q1 2016 Held for 9y 8m	$5.67T
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	Ricky Chad Sandler CEO	$320.5M 4.63% of portfolio	6.65% 3.7M shares	Q1 2025 Held for 8 months	$6.9B
M MACQUARIE GROUP LTD Institution	-	$150.1M 0.18% of portfolio	3.11% 1.7M shares	Q2 2020 Held for 5y 5m	$82.9B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$137.2M 0.08% of portfolio	2.85% 1.6M shares	Q3 2022 Held for 3y 2m	$161.58B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$128.4M 0.01% of portfolio	2.66% 1.5M shares	Q1 2018 Held for 7y 8m	$912.31B
NORDEA INVESTMENT MANAGEMENT AB Institution	Paul Manning CEO	$115.6M 0.10% of portfolio	2.44% 1.4M shares	Q4 2024 Held for 11 months	$114.17B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$112.8M 0.00% of portfolio	2.34% 1.3M shares	Q2 2015 Held for 10y 5m	$2.88T
RIVERBRIDGE PARTNERS LLC Long Only Manager	Mark Albright Thompson Chairman	$111.1M 1.89% of portfolio	2.30% 1.3M shares	Q1 2018 Held for 7y 8m	$5.9B
E EDMOND DE ROTHSCHILD HOLDING S.A. Institution	-	$108.7M 1.68% of portfolio	2.25% 1.3M shares	Q2 2025 Held for 5 months	$6.5B

Net Capital Flow

Institutional buying and selling activity for WK in Q3 2025

Traded: +$380.6M
Buyers: 159
Sellers: 148
Total Bought: +$892.6M
Total Sold: −$511.9M
Avg Position: $11.8M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$124.1M +1.4M shares	$128.4M 1.5M shares
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	+$92.7M +1.1M shares	$320.5M 3.7M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$88.3M +1.0M shares	$88.3M 1.0M shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	+$69.0M +802.1K shares	$69.0M 802.1K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$68.1M +791.6K shares	$68.1M 791.6K shares
M MACQUARIE GROUP LTD Institution	+$67.3M +781.6K shares	$150.1M 1.7M shares
MORGAN STANLEY RIA/Wealth	+$64.9M +754.1K shares	$90.0M 1.0M shares
Irenic Capital Management LP Hedge Fund•Activist	+$42.8M +497.0K shares	$42.8M 497.0K shares
NORDEA INVESTMENT MANAGEMENT AB Institution	+$38.9M +460.5K shares	$115.6M 1.4M shares
Pembroke Management, LTD Long Only Manager	+$36.2M +420.4K shares	$36.2M 420.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$81.1M −942.2K shares	$137.2M 1.6M shares
B BlackRock, Inc. Institution	−$69.4M −806.1K shares	$375.9M 4.4M shares
FMR LLC Institution	−$40.4M −469.1K shares	$105.4M 1.2M shares
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	−$20.7M −240.6K shares	$39.7M 461.4K shares
Q Qube Research & Technologies Ltd Institution	−$16.6M −193.4K shares	$5.8M 67.5K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$15.7M −229.3K shares	Sold Off 0 shares
Conestoga Capital Advisors, LLC Long Only Manager	−$15.0M −174.1K shares	$85.8M 996.2K shares
LOOMIS SAYLES & CO L P Long Only Manager	−$13.2M −153.7K shares	$42.3M 490.9K shares
FIRST TRUST ADVISORS LP ETF Provider	−$13.0M −151.6K shares	$70.0M 812.8K shares
Tensile Capital Management LLC Hedge Fund•Value	−$13.0M −189.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WK in Q3 2025

New Positions: 22
New Value: $217.9M
Exited Positions: 48
Exited Value: $103.9M

New Positions

Institution	Position Value
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$88.3M 1.0M shares
Irenic Capital Management LP Hedge Fund•Activist	$42.8M 497.0K shares
Pembroke Management, LTD Long Only Manager	$36.2M 420.4K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$32.0M 371.2K shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	$6.9M 80.5K shares
H Herald Investment Management Ltd Institution	$4.3M 50.0K shares
A AGF MANAGEMENT LTD Institution	$3.5M 41.2K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.3M 15.5K shares
Brookstone Capital Management RIA/Wealth	$717.0K 8.3K shares
BANK OF NOVA SCOTIA / Institution	$523.8K 6.1K shares

Exited Positions

Institution	Previous Position
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$15.7M 229.3K shares
Tensile Capital Management LLC Hedge Fund•Value	$13.0M 189.7K shares
A AXA Institution	$10.9M 159.0K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$9.3M 136.0K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$8.6M 125.1K shares
M Man Group plc Institution	$6.4M 93.0K shares
J JANE STREET GROUP, LLC Institution	$5.4M 79.1K shares
J Jump Financial, LLC Institution	$4.1M 60.3K shares
Y Y-Intercept Ltd Institution	$2.8M 40.9K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.7M 39.4K shares

Options Activity

Institutions with the largest Call and Put options positions in WK as of Q3 2025

Call Positions: 7
Call Value: $9.2M
Put Positions: 4
Put Value: $4.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.0M 352.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.8M 322.0 contracts
Aequim Alternative Investments LP Hedge Fund•Multi-Strategy	$1.9M 222.0 contracts
J JANE STREET GROUP, LLC Institution	$490.7K 57.0 contracts
P PEAK6 LLC Institution	$490.7K 57.0 contracts
W WOLVERINE TRADING, LLC Institution	$383.4K 45.0 contracts
Walleye Trading LLC RIA/Wealth	$129.1K 15.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.7M 434.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$361.5K 42.0 contracts
Walleye Trading LLC RIA/Wealth	$17.2K 2.0 contracts
B BNP PARIBAS ARBITRAGE, SA Institution	- - contracts

Most Committed Institutions

Institutions with WK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Irenic Capital Management LP Hedge Fund•Activist	Adam Jason Katz CIO	9.12% $42.8M	0.89% 497.0K shares	Q3 2025 Held for 2 months	$469.3M
E EMINENCE CAPITAL LLC Hedge Fund•Long/Short	Ricky Chad Sandler CEO	4.63% $320.5M	6.65% 3.7M shares	Q1 2025 Held for 8 months	$6.9B
Pembroke Management, LTD Long Only Manager	Nicolas Gilles Chevalier CEO	3.59% $36.2M	0.75% 420.4K shares	Q3 2025 Held for 2 months	$1.0B
Polygon Management Ltd. Hedge Fund•Multi-Strategy	Stephen Lionel Prince CEO	3.26% $12.9M	0.27% 150.0K shares	Q2 2025 Held for 5 months	$396.0M
K Kopp Family Office, LLC Institution	-	3.23% $5.0M	0.10% 57.6K shares	Q4 2022 Held for 2y 11m	$153.6M
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	David Barnett Grossman Managing Partner	3.19% $32.0M	0.66% 371.2K shares	Q3 2025 Held for 2 months	$1.0B
A Alamar Capital Management, LLC RIA/Wealth	Leo John Murphy CEO	2.47% $4.7M	0.10% 54.2K shares	Q2 2024 Held for 1y 5m	$189.2M
B BRIDGER CAPITAL MANAGEMENT, LLC RIA/Wealth	James Bryce Orser Managing Partner	2.19% $4.1M	0.09% 48.1K shares	Q4 2017 Held for 7y 11m	$189.1M
RIVERBRIDGE PARTNERS LLC Long Only Manager	Mark Albright Thompson Chairman	1.89% $111.1M	2.30% 1.3M shares	Q1 2018 Held for 7y 8m	$5.9B
Ranger Investment Management, L.P. Long Only Manager	Andrew Ferguson Hill President	1.87% $26.9M	0.56% 312.0K shares	Q4 2018 Held for 6y 11m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in WK

Point72 Asset Management, L.P.

Hedge Fund • Multi-Strategy

Portfolio ManagerSteven Alan Cohen

Portfolio Value: $43.2B
Positions: 1,279
Last Reported: Q3 2025

Sector Allocation

Position in Workiva

Market Value: $68.1M
Shares Held: 791.6K
Portfolio Weight: 0.16%
Owned Since: 2025-Q3

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