The cluster is small in absolute dollar terms and dominated by asset managers rather than activist or event-driven funds. Monitor next 13F filing for any continuation of accumulation or reversal. The 45-day lag means current positioning may differ.
Executive Summary
Three institutional asset managers added to their Workiva positions in Q3 2026, with Assenagon Asset Management more than doubling its stake. The aggregate net buying of $12.6M is a modest but directionally consistent signal, though the 45-day reporting lag means these positions may have already been adjusted.
Key Financial Metrics
Institutional Positions
Net institutional flow: $12.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +154% | $16.2M | $11.6M |
| Wealth Enhancement Advisory Services | ADD | +63.3% | $1.8M | $1.0M |
| Farther Finance Advisors | ADD | +43.8% | $49.0K | $24.0K |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Total institutional buying value: $18.1M (net change +$12.6M)
- Assenagon Asset Management doubled its position (+154%, adding $11.6M)
- Wealth Enhancement Advisory Services added 63.3% (+$1.0M)
- Farther Finance Advisors added 43.8% (+$24K, very small position)
Financial Impact
Three institutions accumulated $12.6M in net new Workiva positions during Q3 2026, with total holdings reaching $18.1M. No institutional selling was reported in this cluster.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All buyers are traditional asset managers, not activist or event-driven funds — signal is moderate conviction
- Total buying value ($18.1M) is small relative to Workiva's likely market cap
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WK-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Institutional Cluster | $77.21 | awaiting T+20 | — | — |
Aug 5, 2026 11w ago | 144 | $62.05 $78.59 | ▲ +26.66% | ▲ +26.06% | — |
Jul 16, 2026 14w ago | 144 | $57.18 $70.51 | ▲ +23.31% | ▲ +18.87% | — |
Jun 17, 2026 18w ago | 144 | $47.37 $56.97 | ▲ +20.27% | ▲ +19.73% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $49.13 $52.33 | ▲ +6.51% | ▲ +4.62% | — |
Jun 3, 2026 20w ago | 3 | $49.05 $51.93 | ▲ +5.87% | ▲ +7.24% | — |
Jun 2, 2026 20w ago | 8-K | $49.84 $51.93 | ▲ +4.19% | ▲ +5.19% | — |
May 5, 2026 24w ago | 8-K | $51.53 $49.84 | ▼ −3.28% | ▼ −6.06% | — |
Apr 17, 2026 27w ago | DEFA14A | $57.34 $45.39 | ▼ −20.84% | ▼ −26.21% | — |
US Market Status
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