Advent Capital Management »

Workiva shares owned by Advent Capital Management

Quarter-by-quarter ownership of Workiva shares owned by Advent Capital Management from 13F filings

Historical chart of Advent Capital Management investment in Workiva

Tip: Access up to 7 years of quarterly data

All positions including Workiva held by Advent Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva by Advent Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 11M 1.19
2025-06-30 $12M 11M 1.08
2020-09-30 $24M 24M 1.00

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Spdr S&p 500 Etf Put Option (SPY)
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Ppl Capital Funding Conv (Principal)
Cms Energy Corp Conv (Principal)
Nextera Energy Capital Conv (Principal)
Expedia Group Conv (Principal)

View all positions for Advent Capital Management

Top funds holding Workiva

Advent Capital Management
LMR Partners
Warberg Asset Management
Calamos Advisors
Franklin Resources
Absolute Investment Advisers
Tenor Capital Management
Jpmorgan Chase & Co
Shaolin Capital Management
Mizuho Securities Usa
UBS Group
Bnp Paribas Arbitrage, Snc
Leucadia National Corporation

View all funds holding Workiva