IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Workiva Inc

CUSIP: 98139AAB1 | TRACE | 94 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2026

Mizuho Securities USA LLC13,931,000
0.2% of portfolio›$13.7M
Osterweis Capital Management Inc13,436,000
0.6% of portfolio›$13.4M
Tenor Capital Management Co., L.P.11,000,000
0.2% of portfolio›$11.0M
LMR Partners LLP8,940,000
0.0% of portfolio›$8.9M
JPMorgan Chase & Co8,130,000
0.0% of portfolio›$8.1M
Calamos Advisors LLC8,032,000
0.0% of portfolio›$8.0M
Oaktree Capital Management LP7,100,000
0.1% of portfolio›$7.1M
Franklin Resources Inc7,000,000
0.0% of portfolio›$7.0M
BNP Paribas Asset Management Holding S.A.5,200,000
0.0% of portfolio›$5.2M
Citigroup Inc991,000
0.0% of portfolio›$982.4K
Wells Fargo & Company36,000
0.0% of portfolio›$35.8K
StyleTurnoverLocationFiled
Mizuho Securities USA LLC
13,931,000$13.7M0.2%GrowthMediumNew York, NY2026-07-28
Osterweis Capital Management Inc
13,436,000$13.4M0.6%CoreMediumSan Francisco, CA2026-08-14
Tenor Capital Management Co., L.P.
11,000,000$11.0M0.2%GARPHighNew York, NY2026-08-14
LMR Partners LLP
8,940,000$8.9M0.0%GARPVery HighLondon, United Kingdom2026-08-14
JPMorgan Chase & Co
8,130,000$8.1M0.0%GrowthMediumNew York, NY2026-08-12
Calamos Advisors LLC
8,032,000$8.0M0.0%GrowthMediumNaperville, IL2026-07-31
Oaktree Capital Management LP
7,100,000$7.1M0.1%YieldMediumLos Angeles, CA2026-08-14
Franklin Resources Inc
7,000,000$7.0M0.0%CoreMediumSan Mateo, CA2026-08-13
BNP Paribas Asset Management Holding S.A.
5,200,000$5.2M0.0%GrowthMediumParis, India2026-08-13
Citigroup Inc
991,000$982.4K0.0%CoreMediumNew York, NY2026-08-03
Wells Fargo & Company
36,000$35.8K0.0%CoreLowSan Francisco, CA2026-08-14