Workiva Inc

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Mizuho Securities USA LLC

UNCHANGED

Shares13,931,000 from 13,931,000

Change0 (0%)

Value$13.7M ($0)

Filed 2026-07-28

Osterweis Capital Management Inc

NEW

Shares13,436,000

Change+13,436,000

Value$13.4M

Filed 2026-08-14

Tenor Capital Management Co., L.P.

DECREASED

Shares11,000,000 from 13,000,000

Change-2,000,000 (-15%)

Value$11.0M (-$2.0M)

Filed 2026-08-14

LMR Partners LLP

UNCHANGED

Shares8,940,000 from 8,940,000

Change0 (0%)

Value$8.9M (-$2.1K)

Filed 2026-08-14

JPMorgan Chase & Co

INCREASED

Shares8,130,000 from 8,120,000

Change+10,000 (+0%)

Value$8.1M (+$7.5K)

Filed 2026-08-12

Calamos Advisors LLC

UNCHANGED

Shares8,032,000 from 8,032,000

Change0 (0%)

Value$8.0M (-$1.8K)

Filed 2026-07-31

Oaktree Capital Management LP

NEW

Shares7,100,000

Change+7,100,000

Value$7.1M

Filed 2026-08-14

Franklin Resources Inc

UNCHANGED

Shares7,000,000 from 7,000,000

Change0 (0%)

Value$7.0M (+$10.9K)

Filed 2026-08-13

BNP Paribas Asset Management Holding S.A.

NEW

Shares5,200,000

Change+5,200,000

Value$5.2M

Filed 2026-08-13

INCREASED

Shares991,000 from 876,000

Change+115,000 (+13%)

Value$982.4K (+$116.5K)

Filed 2026-08-03

Wells Fargo & Company

UNCHANGED

Shares36,000 from 36,000

Change0 (0%)

Value$35.8K (+$205)

Filed 2026-08-14

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 6,000,000

Change-6,000,000 (-100%)

Value$0 (-$6.0M)

Filed 2026-07-21

Advent Capital Management

CLOSED

Shares0 from 2,996,000

Change-2,996,000 (-100%)

Value$0 (-$3.0M)

Filed 2026-08-11

Warberg Asset Management LLC

CLOSED

Shares0 from 2,121,000

Change-2,121,000 (-100%)

Value$0 (-$2.1M)

Filed 2026-08-11

	Status
Mizuho Securities USA LLC	UNCHANGED	13,931,000	13,931,000	0	0%	$13.7M	$13.7M	$0	2026-07-28
Osterweis Capital Management Inc	NEW	13,436,000	—	+13,436,000	—	—	$13.4M	—	2026-08-14
Tenor Capital Management Co., L.P.	DECREASED	11,000,000	13,000,000	-2,000,000	-15%	$13.0M	$11.0M	-$2.0M	2026-08-14
LMR Partners LLP	UNCHANGED	8,940,000	8,940,000	0	0%	$8.9M	$8.9M	-$2.1K	2026-08-14
JPMorgan Chase & Co	INCREASED	8,130,000	8,120,000	+10,000	+0%	$8.1M	$8.1M	+$7.5K	2026-08-12
Calamos Advisors LLC	UNCHANGED	8,032,000	8,032,000	0	0%	$8.0M	$8.0M	-$1.8K	2026-07-31
Oaktree Capital Management LP	NEW	7,100,000	—	+7,100,000	—	—	$7.1M	—	2026-08-14
Franklin Resources Inc	UNCHANGED	7,000,000	7,000,000	0	0%	$7.0M	$7.0M	+$10.9K	2026-08-13
BNP Paribas Asset Management Holding S.A.	NEW	5,200,000	—	+5,200,000	—	—	$5.2M	—	2026-08-13
Citigroup Inc	INCREASED	991,000	876,000	+115,000	+13%	$865.9K	$982.4K	+$116.5K	2026-08-03
Wells Fargo & Company	UNCHANGED	36,000	36,000	0	0%	$35.6K	$35.8K	+$205	2026-08-14
Absolute Investment Advisers, LLC	CLOSED	0	6,000,000	-6,000,000	-100%	$6.0M	$0	-$6.0M	2026-07-21
Advent Capital Management	CLOSED	0	2,996,000	-2,996,000	-100%	$3.0M	$0	-$3.0M	2026-08-11
Warberg Asset Management LLC	CLOSED	0	2,121,000	-2,121,000	-100%	$2.1M	$0	-$2.1M	2026-08-11

Showing 14 of 14 institutions