SEC 13F Intelligence

WORKIVA INC

CUSIP 98139AAB1

Workiva Inc has 11 institutional holders in Filings Flow’s 13F database, together reporting 71.05M shares worth $71M as of Q1 2026. The largest reported holders are Mizuho Securities USA LLC, Tenor Capital Management Co., L.P., and Lmr Partners LLP.

Institutional Holders
11
Q1 2026
Reported Value
$71M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 34Q2 ’21Q4 ’21: 26Q4 ’21Q4 ’22: 31Q4 ’22Q4 ’25: 14Q4 ’25Q1 ’26: 11Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $517MQ2 ’21Q4 ’21: $596MQ4 ’21Q4 ’22: $323MQ4 ’22Q4 ’25: $88MQ4 ’25Q1 ’26: $71MQ1 ’26Q2 ’26: $35,640Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM0.70%$6M6.00MQ1 2026OLDER
Warberg Asset Management LLC$600M AUM0.35%$2M2.12MQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.32%$14M13.93MQ1 2026OLDER
Shaolin Capital Management LLC$2.7B AUM0.23%$5M4.50MQ3 2025OLDER
TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM0.20%$13M13.00MQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.08%$3M3.00MQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.03%$8M8.03MQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.02%$9M8.94MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$579,255500.0KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M7.00MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M1.59MQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$4M3.56MQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M8.12MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$865,926876.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$207,000175.0KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$35,64036.0KQ2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.