DOSSIER · 13F Holders · Q2 2026
WK 1.125 08/15/26

WORKIVA INC

13 institutions still hold WORKIVA INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98139AAB1·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$89M
visible holders
Holders
13
filers reporting
Concentration
15.42%
MIZUHO SECURITIES USA LLC #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported WK 1.125 08/15/26 in Q2 2026. MIZUHO SECURITIES USA LLC leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MIZUHO SECURITIES USA LLC
CIK 0000812291
$14M13.9M0.13%Q2 2026
02
OSTERWEIS CAPITAL MANAGEMENT INC
CIK 0001007524
$13M13.4M0.63%Q2 2026
03
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$11M11.0M0.16%Q2 2026
04
LMR Partners LLP
CIK 0001578621
$9M8.9M0.03%Q2 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$8M8.1M0.00%Q2 2026
06
Calamos Advisors LLC
CIK 0001316507
$8M8.0M0.03%Q2 2026
07
OAKTREE CAPITAL MANAGEMENT LP
CIK 0000949509
$7M7.1M0.10%Q2 2026
08
FRANKLIN RESOURCES INC
CIK 0000038777
$7M7.0M0.00%Q2 2026
09
MIZUHO SECURITIES USA LLC
CIK 0001513006
$6M5.3M0.12%Q1 2025
10
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$5M5.2M0.01%Q2 2026
11
CITIGROUP INC
CIK 0000831001
$982K991K0.00%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36K36K0.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025