Workiva Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Union Bancaire Privee, UBP SA

NEW

Shares702,000,000

Change+702,000,000

Value$95

Filed 2026-11-04

Wolverine Asset Management LLC

INCREASED

Shares98,590,000 from 68,182,000

Change+30,408,000 (+45%)

Value$94.4M (+$30.6M)

Filed 2026-11-02

Calamos Advisors LLC

DECREASED

Shares21,759,000 from 22,234,000

Change-475,000 (-2%)

Value$20.9M (-$15.4K)

Filed 2026-11-02

Mackay Shields LLC

UNCHANGED

Shares16,585,000 from 16,585,000

Change0 (0%)

Value$15.9M (+$315.1K)

Filed 2026-10-13

Absolute Investment Advisers, LLC

INCREASED

Shares7,000,000 from 5,000,000

Change+2,000,000 (+40%)

Value$6.7M (+$2.0M)

Filed 2026-10-21

LBP AM SA

UNCHANGED

Shares5,600,000 from 5,600,000

Change0 (0%)

Value$5.4M (+$103.4K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares2,593,000 from 2,252,000

Change+341,000 (+15%)

Value$2.5M (+$365.1K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares572,000 from 772,000

Change-200,000 (-26%)

Value$550.5K (-$169.4K)

Filed 2026-11-06

Truist Financial Corp

UNCHANGED

Shares409,000 from 409,000

Change0 (0%)

Value$389.6K (+$7.8K)

Filed 2026-10-30

Calamos Wealth Management LLC

CLOSED

Shares0 from 137,000

Change-137,000 (-100%)

Value$0 (-$128.7K)

Filed 2026-11-02

Linden Advisors LP

N/A

Shares— from 87,320,000

Change-87,320,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 79,780,000

Change-79,780,000 (-100%)

Value—

DeepCurrents Investment Group LLC

N/A

Shares— from 70,700,000

Change-70,700,000 (-100%)

Value—

Steelhead Partners LLC

N/A

Shares— from 61,000,000

Change-61,000,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 60,000,000

Change-60,000,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 46,175,000

Change-46,175,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 41,945,000

Change-41,945,000 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 27,421,000

Change-27,421,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 18,115,000

Change-18,115,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 15,575,000

Change-15,575,000 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 14,970,000

Change-14,970,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 9,626,000

Change-9,626,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 6,405,000

Change-6,405,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,513,000

Change-4,513,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,190,000

Change-4,190,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,900,000

Change-2,900,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,111,000

Change-1,111,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 705,000

Change-705,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 426,000

Change-426,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 284,000

Change-284,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 261,000

Change-261,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 135,000

Change-135,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Union Bancaire Privee, UBP SA	NEW	702,000,000	—	+702,000,000	—	—	$95	—	2026-11-04
Wolverine Asset Management LLC	INCREASED	98,590,000	68,182,000	+30,408,000	+45%	$63.9M	$94.4M	+$30.6M	2026-11-02
Calamos Advisors LLC	DECREASED	21,759,000	22,234,000	-475,000	-2%	$20.9M	$20.9M	-$15.4K	2026-11-02
Mackay Shields LLC	UNCHANGED	16,585,000	16,585,000	0	0%	$15.5M	$15.9M	+$315.1K	2026-10-13
Absolute Investment Advisers, LLC	INCREASED	7,000,000	5,000,000	+2,000,000	+40%	$4.7M	$6.7M	+$2.0M	2026-10-21
LBP AM SA	UNCHANGED	5,600,000	5,600,000	0	0%	$5.3M	$5.4M	+$103.4K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	2,593,000	2,252,000	+341,000	+15%	$2.1M	$2.5M	+$365.1K	2026-11-06
Barclays PLC	DECREASED	572,000	772,000	-200,000	-26%	$719.9K	$550.5K	-$169.4K	2026-11-06
Truist Financial Corp	UNCHANGED	409,000	409,000	0	0%	$381.8K	$389.6K	+$7.8K	2026-10-30
Calamos Wealth Management LLC	CLOSED	0	137,000	-137,000	-100%	$128.7K	$0	-$128.7K	2026-11-02
Linden Advisors LP	N/A	—	87,320,000	-87,320,000	-100%	$81.9M	—	—	—
BlackRock, Inc.	N/A	—	79,780,000	-79,780,000	-100%	$74.5M	—	—	—
DeepCurrents Investment Group LLC	N/A	—	70,700,000	-70,700,000	-100%	$66.3M	—	—	—
Steelhead Partners LLC	N/A	—	61,000,000	-61,000,000	-100%	$57.3M	—	—	—
Franklin Resources Inc	N/A	—	60,000,000	-60,000,000	-100%	$56.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	46,175,000	-46,175,000	-100%	$43.4M	—	—	—
Opti Capital Management, LP	N/A	—	41,945,000	-41,945,000	-100%	$39.6M	—	—	—
Jain Global LLC	N/A	—	27,421,000	-27,421,000	-100%	$25.8M	—	—	—
State Street Corp	N/A	—	18,115,000	-18,115,000	-100%	$17.1M	—	—	—
Lazard Asset Management LLC	N/A	—	15,575,000	-15,575,000	-100%	$146.0K	—	—	—
Oaktree Capital Management LP	N/A	—	14,970,000	-14,970,000	-100%	$14.0M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	10,000,000	-10,000,000	-100%	$9.4M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	9,626,000	-9,626,000	-100%	$9.1M	—	—	—
Palisade Capital Management, LP	N/A	—	6,405,000	-6,405,000	-100%	$6.0M	—	—	—
Morgan Stanley	N/A	—	4,513,000	-4,513,000	-100%	$4.2M	—	—	—
FMR LLC	N/A	—	4,190,000	-4,190,000	-100%	$3.9M	—	—	—
Millennium Management LLC	N/A	—	4,000,000	-4,000,000	-100%	$3.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.7M	—	—	—
Walleye Capital LLC	N/A	—	4,000,000	-4,000,000	-100%	$3.7M	—	—	—
JPMorgan Chase & Co	N/A	—	2,900,000	-2,900,000	-100%	$2.7M	—	—	—
Toronto Dominion Bank	N/A	—	2,500,000	-2,500,000	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,111,000	-1,111,000	-100%	$1.0M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	1,000,000	-1,000,000	-100%	$944.1K	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,000,000	-1,000,000	-100%	$938.3K	—	—	—
Ingalls & Snyder LLC	N/A	—	705,000	-705,000	-100%	$661	—	—	—
Bank of America Corp	N/A	—	426,000	-426,000	-100%	$397.7K	—	—	—
Ares Systematic Credit Ltd	N/A	—	300,000	-300,000	-100%	$281.2K	—	—	—
SSI Investment Management LLC	N/A	—	284,000	-284,000	-100%	$265.1K	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	261,000	-261,000	-100%	$244.6K	—	—	—
SEI Investments Co	N/A	—	135,000	-135,000	-100%	$126.0K	—	—	—
Raymond James Financial Inc	N/A	—	10,000	-10,000	-100%	$9.3K	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 42 of 42 institutions