§ TECHNOLOGY
USD · TechnologyWK
WORKIVA INC
USDSector · TechnologyBeta · 0.66
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
186 increased/new, 96 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 735.40 | EPS (TTM) | -0.47 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.6M | 0.0% | +4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | n/a | n/a |
| EMINENCE CAPITAL, LP | 2.5M | 3.4% | −32% |
| Jericho Capital Asset Management L.P. | 2.5M | 2.2% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | n/a | n/a |
| Fidelity Management | 1.8M | 0.0% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for WK as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER9.2% · 0 holders
OTHER52.6% · 230 holders
PASSIVE / INDEX13.1% · 10 holders
DEALER / BANK9.7% · 27 holders
QUALITY / COMPOUNDER7.1% · 19 holders
SYSTEMATIC / QUANT3.6% · 10 holders
TACTICAL / MACRO1.8% · 4 holders
DEEP VALUE1.6% · 1 holder
INCOME / DEFENSIVE1.1% · 16 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WK in the last 180 days.