Workiva Inc (WK): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Workiva Inc (WK) following the 2026 Q1 hedge fund 13F filings?

As of today, WK has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.5% for the XLK sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), WK gained -16.7% vs +44.0% 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.

Workiva Inc (WK)

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

Smart Money Signals — WK

Based on 311 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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 — 92% of 3.0Y peak

92% of all-time peak

311 funds currently hold this stock — 92% of the 3.0-year high of 337 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

16 fewer hedge funds hold WK compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 45% buying

160 buying195 selling

Last quarter: 195 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 36 → 55 → 70 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new

184 out of 311 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 -32%

Value

-32%

-1%

Last quarter: funds added -1% more shares while total portfolio value only changed -32%. 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

69 → 36 → 55 → 70 → 53 new funds/Q

New funds entering each quarter: 36 → 55 → 70 → 53. A growing number of institutions are discovering WK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 24% new

Entry-cohort mix of 317 holders: 208 (66%) are 2+ year veterans, 34 entered 1–2 years ago, and 75 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

50 of 311 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	308	337	-8.61%
13F Shares	49M	49M	-1.39%
Total Value	$2.83B	$4.18B	-32.31%
New Positions	51	70	-19
Increased Positions	107	111	-4
Closed Positions	80	42	+38
Reduced Positions	112	111	+1
Total Calls	4	3	33.33%
Total Puts	2	3	-33.33%
PUT/CALL Ratio	0.5	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

308

337

-8.61%

13F Shares

49M

-1.39%

Total Value

$2.83B

$4.18B

-32.31%

New Positions

-19

Increased Positions

107

111

-4

Closed Positions

+38

Reduced Positions

112

111

Total Calls

33.33%

Total Puts

-33.33%

PUT/CALL Ratio

0.5

1.0

Bullish

Institutional Holders (2026 Q1)

308 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Topline Capital Management, LLC	10.35%	1,050,090	$62.6M
2	13D Management LLC	4.81%	52,000	$3.1M
3	Eminence Capital, LP	3.45%	2,519,889	$150.3M
4	Tetragon Partners GP Ltd	2.89%	250,000	$14.9M
5	Hawk Ridge Capital Management LP	2.37%	1,091,582	$65.1M
6	Kopp Family Office, LLC	2.29%	55,866	$3.3M
7	Jericho Capital Asset Management L.P.	2.17%	2,465,745	$147.0M
8	Irenic Capital Management LP	2.14%	552,010	$32.9M
9	Praesidium Investment Management Company, LLC	2.14%	150,409	$9.0M
10	Pembroke Management, LTD	1.94%	224,900	$13.4M
11	Ranger Investment Management, L.P.	1.48%	342,185	$20.4M
12	Cypress Point Investment Management LP	1.44%	102,698	$6.1M
13	Alamar Capital Management, LLC	1.29%	35,470	$2.1M
14	Goldentree Asset Management LP	1.26%	358,248	$21.3M
15	Brown Capital Management LLC	1.26%	148,997	$8.9M
16	Summit Creek Advisors LLC	1.12%	91,169	$5.4M
17	Edmond de Rothschild Holding S.A.	1.05%	1,221,561	$72.8M
18	Private Wealth Asset Management, LLC	1.01%	158,000	$9.4M
19	Riverbridge Partners LLC	0.95%	651,243	$38.8M
20	Conestoga Capital Advisors, LLC	0.90%	754,553	$45.0M
21	Tejara Capital Ltd	0.73%	37,300	$2.2M
22	Lavelle Capital LP	0.55%	14,805	$883K
23	Ares Systematic Credit Ltd	0.54%	11,582	$680K
24	Mairs & Power Inc	0.44%	715,640	$42.7M
25	Rosenblum Silverman Sutton S F Inc /Ca	0.43%	27,266	$1.6M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 45% buying: Last quarter: 195 funds reduced or exited vs 160 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WK holders?

Strong quality — 28% AUM from major funds: 50 of 311 holders rank in the top 100 by AUM, accounting for 28% 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?

59% of holders stayed for 2+ years: 184 out of 311 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 Q1 hedge fund 13F filings?

As of today, WK has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.5% for the XLK sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), WK has gained -16.7% vs +44.0% 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.

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Workiva Inc (WK)

Smart Money Signals — WK

Selling streak — 1 quarter in a row

High ownership — 92% of 3.0Y peak

Outflows — 5% fewer funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-17 vs last Q)

59% of holders stayed for 2+ years

Buying through price weakness — shares -1%, value -32%

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 24% newcomers

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — WK

Hedge Fund Ownership: WK

Market Analysis: WK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WK

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

Hedge Fund Positioning: WK

Statistics: WK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Workiva Inc (WK)

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