How many institutional investors hold WK?

6 tracked institutional investors disclosed a position in WK (WORKIVA INC) in their most recent 13F filing.

Who is the largest institutional holder of WK?

Steve Cohen, Point72 Asset Management, holds the largest disclosed position in WK, valued at $68M.

Where does this WK ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

WK — WORKIVA INC

Name: WORKIVA INC (WK) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying WK?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 2 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their WK position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 57/100 in a Contraction regime).

Supporting evidence

+2 tracked investors added or increased positions last quarter (Howard Marks, Ray Dalio)
+6 tracked investors reported holding WK at their latest filing
+Macro Health is 57/100 in a Contraction regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About WORKIVA INC (WK)

WORKIVA INC (WK) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $68M. Across recent filings, tracked investors recorded 4 new positions, 2 increased, 1 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WK

/100

Institutional Accumulation

Added / Increased6

Reduced1

Exited2

BearishBullish

Crowded Trade Score™

How many top investors track WK

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

WK Ownership Composition

How WORKIVA INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

81% of tracked value

Institutions

tracked investors

Total Reported

$81.1M

combined 13F value

Multi-Strategy / Quant80.9%
Value & Distressed17.3%
Macro1.8%

Multi-Strategy / Quant(3)

80.9%

Value & Distressed(1)

17.3%

Macro(2)

1.8%

Tracked investors currently reporting WK

Investor	Firm	Shares	Market value	% of portfolio	As of
Steve Cohen	Point72 Asset Management	46.2M	$43.4M	0.05%	Jun 30, 2026
Ken Griffin	Citadel Advisors	380.3K	$18.5M	0.00%	Jun 30, 2026
Izzy Englander	Millennium Management	4M	$3.8M	0.00%	Jun 30, 2026
Howard Marks	Oaktree Capital Management	15M	$14M	0.19%	Jun 30, 2026
Paul Tudor Jones	Tudor Investment Corp	14.7K	$713.5K	0.00%	Jun 30, 2026
Ray Dalio	Bridgewater Associates	15.3K	$742.5K	0.00%	Jun 30, 2026

Steve CohenJun 30, 2026
Point72 Asset Management
Shares
46.2M
Value
$43.4M
% Portfolio
0.05%
Ken GriffinJun 30, 2026
Citadel Advisors
Shares
380.3K
Value
$18.5M
% Portfolio
0.00%
Izzy EnglanderJun 30, 2026
Millennium Management
Shares
4M
Value
$3.8M
% Portfolio
0.00%
Howard MarksJun 30, 2026
Oaktree Capital Management
Shares
15M
Value
$14M
% Portfolio
0.19%
Paul Tudor JonesJun 30, 2026
Tudor Investment Corp
Shares
14.7K
Value
$713.5K
% Portfolio
0.00%
Ray DalioJun 30, 2026
Bridgewater Associates
Shares
15.3K
Value
$742.5K
% Portfolio
0.00%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Howard Marks	New	—	$8.5M	Feb 12, 2025
Howard Marks	Reduced	-25.94%	$5.5M	May 15, 2025
Howard Marks	Increased	5.95%	$5.8M	Aug 13, 2025
Howard Marks	Sold	-100.00%	$0	Nov 13, 2025
Howard Marks	New	—	$14M	Aug 14, 2026
Ray Dalio	New	—	$209.5K	Nov 13, 2025
Ray Dalio	Increased	1964.67%	$4.3M	Feb 13, 2026
Ray Dalio	Sold	-100.00%	$0	May 15, 2026
Ray Dalio	New	—	$742.5K	Aug 14, 2026

Howard Marks
New
$8.5MFeb 12, 2025
Howard Marks
Reduced
$5.5M(-25.94%)May 15, 2025
Howard Marks
Increased
$5.8M(5.95%)Aug 13, 2025
Howard Marks
Sold
$0(-100.00%)Nov 13, 2025
Howard Marks
New
$14MAug 14, 2026
Ray Dalio
New
$209.5KNov 13, 2025
Ray Dalio
Increased
$4.3M(1964.67%)Feb 13, 2026
Ray Dalio
Sold
$0(-100.00%)May 15, 2026
Ray Dalio
New
$742.5KAug 14, 2026

Frequently asked questions

How many institutional investors hold WK?: 6 tracked institutional investors disclosed a position in WK (WORKIVA INC) in their most recent 13F filing.
Who is the largest institutional holder of WK?: Steve Cohen, Point72 Asset Management, holds the largest disclosed position in WK, valued at $68M.
Did institutional ownership of WK increase or decrease?: Across recent 13F filings, tracked investors recorded 4 new positions, 2 increased, 1 reduced, and 2 fully exited WK.
Where does this WK ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.