WK
WORKIVA INCMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $75 | $50 | -33% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $78 | $50 | -36% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $78 | $50 | -36% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $78 | $50 | -36% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $78 | $50 | -36% |
| Point72 Asset Management re-entered | Q1 2025(8Q snapshot) | 5Q | $89 | $50 | -44% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | Q2 2026 | → $47 | -48% |
| Citadel Advisors 2× in & out | Q1 2025 | Q3 2025 | — | +0% |
| Maverick Capital | Q1 2025 | Q2 2025 | → $72 | -19% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WORKIVA INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001523753-26-000006Jun 8, 2026
- Form 40001184754-26-000004Jun 3, 2026
- Form 40001014008-26-000004Jun 3, 2026
- Form 40001196027-26-000004Jun 3, 2026
- Form 40002060697-26-000008Jun 3, 2026
- Form 40001340472-26-000009Jun 3, 2026
- Form 40001523753-26-000004Jun 3, 2026
- Form 40001244046-26-000004Jun 3, 2026
- Form 40001523753-26-000002Jun 2, 2026
- Form 40001776078-26-000010Apr 6, 2026
- Form 40001340472-26-000007Mar 3, 2026
- Form 40001776078-26-000008Mar 3, 2026
- Form 40001990482-26-000008Feb 13, 2026
- Form 40001809344-26-000006Feb 13, 2026
- Form 40001776078-26-000006Feb 13, 2026
Fundamentals
XBRL · WORKIVA INCAnnual figures sourced directly from WORKIVA INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WORKIVA INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- DEF 14AProxy statementApr 17, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 19, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventDec 10, 2025
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KMaterial eventJun 2, 2025
- 10-QQuarterly reportMay 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $47 | $50 | +5% |
| Point72 Asset Management | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q4 2025 | Q2 2026 | $91 | $47 | -48% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $91 | $47 | -48% |
| D.E. Shaw | Q3 2025 | Q1 2026 | $73 | $58 | -20% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $0.00 | — | +0% |
| Maverick Capital | Q1 2025 | Q2 2025 | $89 | $72 | -19% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $89 | $72 | -19% |
| Citadel Advisors | Q3 2024 | open | $78 | $50 | -36% |
| Two Sigma Investments | Q3 2024 | open | $78 | $50 | -36% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $78 | $72 | -7% |
| AQR Capital Management | Q3 2024 | open | $78 | $50 | -36% |
| Millennium Management | Q3 2024 | open | $78 | $50 | -36% |
| Renaissance Technologies | Q3 2024 | open | $75 | $50 | -33% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.