Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Workiva Inc (WK)

303 + 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
↓ -6
Streak
2Q ▼
Buyers last Q
54%

Smart Money Signals — WK

Based on 308 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
308 funds currently hold this stock — 91% of the 3.0-year high of 339 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WK is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

189 buying159 selling
Last quarter: 189 funds bought or added vs 159 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new WK position: 56 → 70 → 54 → 66. 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
187 out of 308 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 +12%, value -12%

Value
-12%
Shares
+11%
Last quarter: funds added +12% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~66 new funds/quarter

37 → 56 → 70 → 54 → 66 new funds/Q
New funds entering each quarter: 56 → 70 → 54 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 316 holders: 216 (68%) are 2+ year veterans, 32 entered 1–2 years ago, and 68 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
51 of 307 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — WK

In 2026 Q2, 189 hedge funds were net buyers of WK (66 opened a new position, 123 added to an existing one), while 159 reduced or exited (87 trimmed, 72 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 38% of total institutional value in WK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 308.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Workiva Inc (WK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WK has moved relative to its sector benchmark (XLK) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 39d ago
WK
+9.3%
XLK
-15.8%

WK outperformed XLK by +25.1% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -6d ago
WK
+0.0%
XLK
+0.0%

Since the filing became public, WK outperformed XLK by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: WK
2026 Q3 Stats Unlock in 11 days 303 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 303 314 -3.5%
13F Shares 52M 49M 5.61%
Total Value $2.47B $2.87B -14.08%
New Positions 65 54 +11
Increased Positions 118 108 +10
Closed Positions 75 78 -3
Reduced Positions 85 114 -29
Total Calls 5 4 25.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.8 0.5 Neutral

Statistics: WK

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

303 + investors

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

QUARTER:
Top 25 WK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Topline Capital Management, LLC 10.96% 871,101 $42.3M
2 Eminence Capital, LP 3.45% 2,519,889 $150.3M
3 Praesidium Investment Management Company, LLC 2.15% 95,218 $4.6M
4 Tetragon Partners GP Ltd 1.91% 250,000 $12.1M
5 Kopp Family Office, LLC 1.66% 55,807 $2.7M
6 Jericho Capital Asset Management L.P. 1.40% 3,482,515 $168.9M
7 Summit Creek Advisors LLC 1.33% 80,717 $3.9M
8 Irenic Capital Management LP 1.29% 552,010 $26.8M
9 Brown Capital Management LLC 1.25% 128,497 $6.2M
10 Tejara Capital Ltd 0.83% 41,650 $2.0M
11 Ranger Investment Management, L.P. 0.82% 266,945 $12.9M
12 Edmond de Rothschild Holding S.A. 0.81% 1,268,192 $61.5M
13 Alamar Capital Management, LLC 0.78% 31,785 $1.5M
14 Private Wealth Asset Management, LLC 0.74% 158,000 $7.7M
15 Riverbridge Partners LLC 0.59% 436,284 $21.2M
16 Ares Systematic Credit Ltd 0.56% 19,062 $925K
17 Cadian Capital Management, LP 0.53% 144,200 $7.0M
18 Conestoga Capital Advisors, LLC 0.49% 467,432 $22.7M
19 Mairs & Power Inc 0.37% 829,491 $40.2M
20 Hotchkis & Wiley Capital Management LLC 0.36% 2,578,108 $125.1M
21 Abacus Planning Group, Inc. 0.32% 52,954 $2.6M
22 Lavelle Capital LP 0.31% 14,805 $718K
23 Dark Forest Capital Management LP 0.22% 70,441 $3.4M
24 Dynamic Technology Lab Private Ltd 0.20% 18,913 $917K
25 Susquehanna Fundamental Investments, LLC 0.19% 207,280 $10.1M
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

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Frequently Asked Questions — Workiva Inc (WK)

What does the Smart Money Trend signal show for WK?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WK?

Slight buying edge — 54% buying: Last quarter: 189 funds bought or added vs 159 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?

Strong quality — 38% AUM from major funds: 51 of 307 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WK?

61% of holders stayed for 2+ years: 187 out of 308 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.

Is it too late to buy Workiva Inc (WK) following the 2026 Q3 hedge fund 13F filings?

As of today, WK has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), WK has gained +9.3% vs -15.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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