Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WORKIVA INC (WK)

331 + Investors. Track Smart Money conviction in WK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — WK

Based on 325 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
325 hedge funds hold WK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

176 buying149 selling
Last quarter: 176 funds bought or added vs 149 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new WK position: 67 → 34 → 53 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
197 out of 325 hedge funds have held WK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -30%

Value
-29%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

57 → 67 → 34 → 53 → 68 new funds/Q
New funds entering each quarter: 67 → 34 → 53 → 68. A growing number of institutions are discovering WK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Of 331 current holders: 225 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
41 of 325 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in WK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WK

How many hedge funds hold WK — quarterly history vs. share price
Quarterly hedge fund ownership of WK vs. share price

Market Analysis: WK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WK

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 3 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: WK
2026 Q1 Stats Unlock in 22 days 331 + Investors

Track Smart Money conviction in WK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 331 304 8.88%
13F Shares 49M 49M 0.96%
Total Value $4.17B $5.93B -29.68%
New Positions 68 55 +13
Increased Positions 113 101 +12
Closed Positions 43 53 -10
Reduced Positions 118 116 +2
Total Calls 3 7 -57.14%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.43 Neutral

Statistics: WK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

331 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WK. Verified SEC 13F-HR filings.

Top 25 institutional holders of WK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lakehouse Capital Pty Ltd 10.81% 184,108 $16K
2 Kopp Family Office, LLC 2.29% 55,866 $3.3M
3 RIVERBRIDGE PARTNERS LLC 0.95% 651,243 $38.8M
4 Conestoga Capital Advisors, LLC 0.90% 754,553 $45.0M
5 Abacus Planning Group, Inc. 0.43% 52,954 $3.2M
6 ORSER CAPITAL MANAGEMENT, LLC 0.15% 3,972 $237K
7 Bayforest Capital Ltd 0.15% 2,303 $137K
8 Talbot Financial, LLC 0.05% 10,500 $626K
9 RIA Advisory Group LLC 0.05% 3,440 $205K
10 OP Asset Management Ltd 0.04% 60,177 $4.1M
11 Trust Point Inc. 0.04% 7,409 $442K
12 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 26,016 $1.6M
13 Hilltop National Bank 0.01% 943 $56K
14 Brookstone Capital Management 0.01% 15,329 $914K
15 Global Wealth Strategies & Associates 0.01% 703 $42K
16 Park Place Capital Corp 0.01% 617 $37K
17 Abound Wealth Management 0.01% 500 $30K
18 World Investment Advisors 0.00% 5,016 $299K
19 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% 3,434 $205K
20 GAMMA Investing LLC 0.00% 1,427 $85K
21 True Wealth Design, LLC 0.00% 193 $12K
22 Meramec Financial Planners, LLC 0.00% 107 $6K
23 BAYBAN 0.00% 44 $3K
24 Leonteq Securities AG 0.00% 903 $54K
25 State of Alaska, Department of Revenue 0.00% 2,259 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WORKIVA INC (WK)

What does the Smart Money Trend signal show for WK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WK?

Slight buying edge — 54% buying: Last quarter: 176 funds bought or added vs 149 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WK holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 325 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in WK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WK?

61% of holders stayed for 2+ years: 197 out of 325 hedge funds have held WK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.