WK Institutional Ownership
Workiva Inc.
1W: +6.5%
1M: +23.8%
3M: +37.4%
YTD: +1.7%
1Y: -5.4%
3Y: -14.0%
5Y: -42.7%
$84.45
-2.06 (-2.38%)
Pre-Market: $84.28 (-0.17, -0.21%)
Weekly Expected Move ±6.3%
$75
$80
$86
$91
$97
Credit Risk of going bust: lower than 57% of companies Debt: 14.5% of company value Bonds: $104.9M held by 24 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.41 (down 98%), Workiva Inc. would be worth roughly what it owes.
Total debt $782.1M against a stock market value of $4.60B.
Distance to default 5.84 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $419.9M (short-term plus half of long-term), stock volatility 45.3%; Altman Z'' 0.21. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.41 (down 98%), Workiva Inc. would be worth roughly what it owes.
Total debt $782.1M against a stock market value of $4.60B.
Distance to default 5.84 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $419.9M (short-term plus half of long-term), stock volatility 45.3%; Altman Z'' 0.21. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WK
376
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
65
New Positions
120
Increased
157
Reduced
70
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (430 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,507,490 | $465M | +870,420 | +18.8% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,046,352 | $342M | +90,685 | +2.3% | 2Q | SEC ↗ |
| 3 | Jericho Capital Asset Management L.P. | 3,482,515 | $294M | +1,016,770 | +41.2% | 2Q | SEC ↗ |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,578,108 | $218M | +898,320 | +53.5% | 4Q | SEC ↗ |
| 5 | EMINENCE CAPITAL, LP | 2,519,889 | $213M | -1,186,263 | -32.0% | 5Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,287,053 | $193M | +30,150 | +1.3% | 2Q | SEC ↗ |
| 7 | FMR LLC | 1,697,045 | $143M | -88,678 | -5.0% | 30Q | SEC ↗ |
| 8 | STATE STREET CORP | 1,475,546 | $125M | +199,623 | +15.6% | 45Q | SEC ↗ |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,420,426 | $120M | +310,780 | +28.0% | 7Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,294,139 | $109M | +66,830 | +5.4% | 46Q | SEC ↗ |
| 11 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1,268,192 | $107M | +46,631 | +3.8% | 5Q | SEC ↗ |
| 12 | Squarepoint Ops LLC | 1,247,400 | $105M | +655,396 | +110.7% | 6Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 1,126,475 | $95M | +263,539 | +30.5% | 29Q | SEC ↗ |
| 14 | PRICE T ROWE ASSOCIATES INC /MD | 966,637 | $82M | +427,595 | +79.3% | 16Q | SEC ↗ |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 943,485 | $80M | +21,318 | +2.3% | 4Q | SEC ↗ |
| 16 | Topline Capital Management, LLC | 871,101 | $74M | -178,989 | -17.0% | 5Q | SEC ↗ |
| 17 | MAIRS & POWER INC | 829,491 | $70M | +113,851 | +15.9% | 43Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 804,184 | $68M | +409,243 | +103.6% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 787,654 | $67M | -340,334 | -30.2% | 46Q | SEC ↗ |
| 20 | AQR CAPITAL MANAGEMENT LLC | 713,213 | $60M | +376,920 | +112.1% | 12Q | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 699,733 | $59M | +336,400 | +92.6% | 12Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 669,715 | $57M | -141,815 | -17.5% | 15Q | SEC ↗ |
| 23 | Irenic Capital Management LP | 552,010 | $47M | — | +0.0% | 4Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 527,937 | $45M | +45,381 | +9.4% | 46Q | SEC ↗ |
| 25 | MORGAN STANLEY | 526,630 | $44M | +224,355 | +74.2% | 47Q | SEC ↗ |
| 26 | LOOMIS SAYLES & CO L P | 487,357 | $41M | -27,579 | -5.4% | 13Q | SEC ↗ |
| 27 | Conestoga Capital Advisors, LLC | 467,432 | $39M | -287,121 | -38.1% | 22Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 437,170 | $37M | +10,011 | +2.3% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 437,170 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 30 | RIVERBRIDGE PARTNERS LLC | 436,284 | $37M | -214,959 | -33.0% | 34Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 373,816 | $32M | +13,294 | +3.7% | 2Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 349,937 | $30M | -342,318 | -49.4% | 12Q | SEC ↗ |
| 33 | ACADIAN ASSET MANAGEMENT LLC | 340,141 | $29M | +320,754 | +1654.5% | 6Q | SEC ↗ |
| 34 | MARSHALL WACE, LLP | 331,483 | $28M | +324,865 | +4908.8% | 3Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP | 320,421 | $27M | +81,980 | +34.4% | 14Q | SEC ↗ |
| 36 | TimesSquare Capital Management, LLC | 319,434 | $27M | -126,931 | -28.4% | 20Q | SEC ↗ |
| 37 | Nuveen, LLC | 318,573 | $27M | -169,355 | -34.7% | 6Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 284,628 | $24M | +258,429 | +986.4% | 16Q | SEC ↗ |
| 39 | Ranger Investment Management, L.P. | 266,945 | $23M | -75,240 | -22.0% | 31Q | SEC ↗ |
| 40 | Tetragon Partners GP Ltd | 250,000 | $21M | — | +0.0% | 5Q | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 243,581 | $21M | +128,822 | +112.3% | 36Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 211,125 | $18M | -16,301 | -7.2% | 46Q | SEC ↗ |
| 43 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L NEW | 207,280 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Man Group plc | 194,813 | $16M | +104,206 | +115.0% | 2Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 187,975 | $16M | -35,361 | -15.8% | 46Q | SEC ↗ |
| 46 | FEDERATED HERMES, INC. | 176,026 | $15M | +55,815 | +46.4% | 3Q | SEC ↗ |
| 47 | JANUS HENDERSON GROUP PLC | 173,155 | $15M | -52,020 | -23.1% | 19Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 164,697 | $14M | -26,325 | -13.8% | 39Q | SEC ↗ |
| 49 | Impax Asset Management Group plc | 162,086 | $14M | — | +0.0% | 26Q | SEC ↗ |
| 50 | Connor, Clark & Lunn Investment Manage | 160,793 | $14M | +24,950 | +18.4% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 437,170 | $37M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 207,280 | $18M |
| CADIAN CAPITAL MANAGEMENT, LP | 144,200 | $12M |
| ROYCE & ASSOCIATES LP | 140,000 | $12M |
| HRT FINANCIAL LP | 109,498 | $9M |
| Point72 Asset Management, L.P. | 105,127 | $9M |
| Assenagon Asset Management S.A. | 96,074 | $8M |
| LGT Fund Management Co Ltd. | 85,800 | $7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 54,783 | $5M |
| Verition Fund Management LLC | 51,700 | $4M |
| Holocene Advisors, LP | 43,225 | $4M |
| Y-Intercept (Hong Kong) Ltd | 42,199 | $4M |
| WELLINGTON MANAGEMENT GROUP LLP | 37,124 | $3M |
| Entropy Technologies, LP | 34,504 | $3M |
| Anson Funds Management LP | 23,781 | $2M |
| Jupiter Topco LLC | 21,367 | $2M |
| MACKENZIE FINANCIAL CORP | 21,115 | $2M |
| Daiwa Securities Group Inc. | 19,100 | $2M |
| ALLSTATE CORP | 16,760 | $1M |
| Bridgewater Associates, LP | 15,307 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HAWK RIDGE CAPITAL MANAGEMENT LP | 1,091,582 | $92M |
| T. Rowe Price Investment Management | 842,025 | $71M |
| GOLDENTREE ASSET MANAGEMENT LP | 358,248 | $30M |
| JANE STREET GROUP, LLC | 307,289 | $26M |
| Pembroke Management, LTD | 224,900 | $19M |
| Jain Global LLC | 221,786 | $19M |
| Aberdeen Group plc | 218,382 | $18M |
| Trexquant Investment LP | 169,574 | $14M |
| OBERWEIS ASSET MANAGEMENT INC | 127,500 | $11M |
| CYPRESS POINT INVESTMENT MANAGEMENT | 102,698 | $9M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 85,762 | $7M |
| PANAGORA ASSET MANAGEMENT INC | 85,664 | $7M |
| California Public Employees Retirem | 83,805 | $7M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 81,391 | $7M |
| Susquehanna Portfolio Strategies, L | 71,132 | $6M |
| EFG International AG | 62,055 | $5M |
| Madison Avenue Partners, LP | 59,946 | $5M |
| 13D Management LLC | 52,000 | $4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 50,000 | $4M |
| Jump Financial, LLC | 43,375 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Jericho Capital Asset Management L. | +1,016,770 | +41.2% | 3,482,515 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +898,320 | +53.5% | 2,578,108 |
| BlackRock, Inc. | +870,420 | +18.8% | 5,507,490 |
| Squarepoint Ops LLC | +655,396 | +110.7% | 1,247,400 |
| PRICE T ROWE ASSOCIATES INC /MD | +427,595 | +79.3% | 966,637 |
| BANK OF AMERICA CORP /DE | +409,243 | +103.6% | 804,184 |
| AQR CAPITAL MANAGEMENT LLC | +376,920 | +112.1% | 713,213 |
| Qube Research & Technologies Ltd | +336,400 | +92.6% | 699,733 |
| MARSHALL WACE, LLP | +324,865 | +4908.8% | 331,483 |
| ACADIAN ASSET MANAGEMENT LLC | +320,754 | +1654.5% | 340,141 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +310,780 | +28.0% | 1,420,426 |
| FIRST TRUST ADVISORS LP | +263,539 | +30.5% | 1,126,475 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +258,429 | +986.4% | 284,628 |
| MORGAN STANLEY | +224,355 | +74.2% | 526,630 |
| STATE STREET CORP | +199,623 | +15.6% | 1,475,546 |
| XTX Topco Ltd | +144,157 | +912.3% | 159,959 |
| Russell Investments Group, Ltd. | +128,822 | +112.3% | 243,581 |
| MAIRS & POWER INC | +113,851 | +15.9% | 829,491 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +106,834 | +853.1% | 119,357 |
| Man Group plc | +104,206 | +115.0% | 194,813 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EMINENCE CAPITAL, LP | -1,186,263 | -32.0% | 2,519,889 |
| NOMURA ASSET MANAGEMENT INTERNATION | -643,188 | -98.0% | 13,415 |
| CITADEL ADVISORS LLC | -342,318 | -49.4% | 349,937 |
| UBS Group AG | -340,334 | -30.2% | 787,654 |
| Conestoga Capital Advisors, LLC | -287,121 | -38.1% | 467,432 |
| RIVERBRIDGE PARTNERS LLC | -214,959 | -33.0% | 436,284 |
| AMERIPRISE FINANCIAL INC | -211,936 | -77.4% | 61,751 |
| Topline Capital Management, LLC | -178,989 | -17.0% | 871,101 |
| Nuveen, LLC | -169,355 | -34.7% | 318,573 |
| TUDOR INVESTMENT CORP ET AL | -164,873 | -91.8% | 14,708 |
| GOLDMAN SACHS GROUP INC | -141,815 | -17.5% | 669,715 |
| Ensign Peak Advisors, Inc | -130,860 | -96.9% | 4,117 |
| TimesSquare Capital Management, LLC | -126,931 | -28.4% | 319,434 |
| FMR LLC | -88,678 | -5.0% | 1,697,045 |
| MILLENNIUM MANAGEMENT LLC | -86,254 | -67.7% | 41,126 |
| Lakehouse Capital Pty Ltd | -83,082 | -45.1% | 101,026 |
| RENAISSANCE TECHNOLOGIES LLC | -79,600 | -38.1% | 129,540 |
| Ranger Investment Management, L.P. | -75,240 | -22.0% | 266,945 |
| Praesidium Investment Management Co | -55,191 | -36.7% | 95,218 |
| JANUS HENDERSON GROUP PLC | -52,020 | -23.1% | 173,155 |