WORKIVA INC
CUSIP 98139AAD7
Workiva Inc has 43 institutional holders in Filings Flow’s 13F database, together reporting 700.56M shares worth $621M as of Q1 2026. The largest reported holders are Amundi, Linden Advisors LP, and Deepcurrents Investment Group LLC.
Institutional Holders
43
Q1 2026
Reported Value
$621M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| STEELHEAD PARTNERS LLC$1.4B AUM | 3.88% | $54M | 57.50M | Q1 2026 |
| Ares Systematic Credit Ltd$123M AUM | 3.39% | $4M | 4.20M | Q1 2026 |
| Opti Capital Management, LP$1.4B AUM | 2.58% | $36M | 37.95M | Q1 2026 |
| DeepCurrents Investment Group LLC$3.1B AUM | 2.12% | $66M | 70.70M | Q1 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC$831M AUM | 0.79% | $7M | 7.36M | Q4 2025OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.77% | $7M | 7.00M | Q1 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.71% | $35M | 35.40M | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.63% | $65M | 69.68M | Q1 2026 |
| MACKAY SHIELDS LLC$2.7B AUM | 0.58% | $16M | 16.85M | Q1 2026 |
| CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM | 0.53% | $21M | 21.43M | Q4 2025OLDER |
| LINDEN ADVISORS LP$17.9B AUM | 0.48% | $87M | 92.32M | Q1 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.46% | $14M | 15.23M | Q1 2026 |
| AQR Arbitrage LLC$6.1B AUM | 0.41% | $19M | 19.58M | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.28% | $1.0B | 10.30M | Q4 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.22% | $4M | 4.79M | Q1 2026 |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.13% | $4M | 4.21M | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.11% | $32M | 33.63M | Q1 2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.11% | $7M | 7.63M | Q1 2026 |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.10% | $6M | 6.25M | Q2 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.09% | $22M | 23.42M | Q1 2026 |
| RWC Asset Management LLP$2.4B AUM | 0.07% | $1M | 1.40M | Q3 2025OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.03% | $489,005 | 523.0K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.03% | $8M | 8.46M | Q1 2026 |
| Context Capital Management, LLC$4.3B AUM | 0.03% | $928,750 | 1.0K | Q2 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $8M | 9.00M | Q3 2025OLDER |
| DNCA FINANCE$1.7B AUM | 0.02% | $350,313 | 350.0K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $13M | 13.68M | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.02% | $62M | 65.95M | Q1 2026 |
| AXA S.A.$256M AUM | 0.01% | $5M | 5.20M | Q2 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $2M | 1.50M | Q2 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $7M | 7.40M | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 3.00M | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $7M | 6.70M | Q4 2025OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.01% | $347,033 | 350.0K | Q4 2025OLDER |
| Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM | 0.00% | $245,014 | 261.0K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.00% | $125,636 | 134.0K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $2M | 2.48M | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 8.96M | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $3M | 3.00M | Q4 2025OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.00% | $186,861 | 200.0K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 3.00M | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $1M | 17.1K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 1.87M | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 2.00M | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 8.50M | Q2 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1M | 1.27M | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $21,681 | 22.0K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $220,936 | 236.0K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 3.65M | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 3.26M | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $54M | 57.93M | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $469,589 | 500.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 11.44M | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 3.37M | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 3.90M | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $362,846 | 38.65M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $14M | 14.62M | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 4.30M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4M | 4.21M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $347,353 | 374.0K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $125,708 | 126.0K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $563,635 | 602.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 1.11M | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $126,225 | 135.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $305,505 | 310.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 1.19M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $457,064 | 465.0K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $298,050 | 300.0K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $15,808 | 16.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11,220 | 12.0K | Q1 2026 |
| Erste Asset Management GmbH$10.8B AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.