WORKIVA INC CLASS CLASS A

$WK
← All companies Sign in to track
Smart money positioned

7 of the Top-200 alpha managers hold $WK as of the latest 13F snapshot.

13F holders
303
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$WK is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.81%, with an average of 0.13% of portfolio. Largest holder: Summit Creek Advisors LLC at 0.81%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Summit Creek Advisors LLC
0.81% NEW
α +11.6pts
02
Aequim Alternative Investments LP
0.05% held
α +19.5pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
04
Caption Management, LLC
0.02% held
α +15.5pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 303 · Source: 13F-HR
01
Msd Capital L P
3.45% of portfolio
2,519,889 sh
02
Jericho Capital Asset Management L.P.
2.17% of portfolio
2,465,745 sh
03
Greenwood Capital Associates LLC
0.31% of portfolio
1,679,788 sh
04
Axa S.a.
—
1,275,923 sh
05
State Street
—
1,239,519 sh
06
SkyBridge Capital II, LLC
1.05% of portfolio
1,221,561 sh
07
Caz Investments LP
0.04% of portfolio
1,109,646 sh
08
Wealthstar Advisors, LLC
2.37% of portfolio
1,091,582 sh
09
California State Teachers Retirement System
0.19% of portfolio
922,167 sh
10
Independent Investors Inc.
0.04% of portfolio
862,936 sh
See all 303 13F holders · Pro →

Insider activity · last 90 days

10 transactions · 5 filers
10 Dec 2025
Herz Robert H —
▼ SOLD
1,500
$91.44
S
10 Dec 2025
Mulcahy David S. —
▼ SOLD
1,162
$91.50
S
26 Nov 2025
Mulcahy David S. —
▼ SOLD
808
$92.01
S
23 May 2025
Klindt Jill —
▼ SOLD
7,773
$67.10
S
14 Mar 2025
Herz Robert H —
▼ SOLD
1,500
$88.66
S
14 Mar 2025
Herz Robert H —
▼ SOLD
1,000
$88.70
S
13 Mar 2025
Hawkins Michael D. —
▼ SOLD
8,992
$85.91
S
07 Mar 2025
Hawkins Michael D. —
▼ SOLD
10,421
$85.43
S
07 Mar 2025
Ziegler Brandon —
▼ SOLD
4,115
$85.72
S
07 Mar 2025
Klindt Jill —
▼ SOLD
5,593
$85.04
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $WK in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:37 UTC.