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Workiva Inc

CUSIP: 98139AAD7 | TRACE | 96 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA702,000,000
0.0% of portfolio›$95
Wolverine Asset Management LLC98,590,000
0.6% of portfolio›$94.4M
Calamos Advisors LLC21,759,000
0.1% of portfolio›$20.9M
Mackay Shields LLC16,585,000
0.6% of portfolio›$15.9M
Absolute Investment Advisers, LLC7,000,000
0.6% of portfolio›$6.7M
LBP AM SA5,600,000
0.0% of portfolio›$5.4M
Russell Investments Group, Ltd.2,593,000
0.0% of portfolio›$2.5M
Barclays PLC572,000
0.0% of portfolio›$550.5K
Truist Financial Corp409,000
0.0% of portfolio›$389.6K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
702,000,000$950.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Wolverine Asset Management LLC
98,590,000$94.4M0.6%Deep ValueVery HighChicago, IL2026-11-02
Calamos Advisors LLC
21,759,000$20.9M0.1%GrowthMediumNaperville, IL2026-11-02
Mackay Shields LLC
16,585,000$15.9M0.6%Deep ValueLowNew York, NY2026-10-13
Absolute Investment Advisers, LLC
7,000,000$6.7M0.6%YieldHighRosemary Beach, FL2026-10-21
LBP AM SA
5,600,000$5.4M0.0%GrowthMediumParis, India2026-11-06
Russell Investments Group, Ltd.
2,593,000$2.5M0.0%CoreLowSeattle, WA2026-11-06
Barclays PLC
572,000$550.5K0.0%CoreMediumLondon, United Kingdom2026-11-06
Truist Financial Corp
409,000$389.6K0.0%CoreLowCharlotte, NC2026-10-30