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Workiva shares owned by Westwood Holdings

Quarter-by-quarter ownership of Workiva shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in Workiva

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All positions including Workiva held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $142M 1.5M 94.39

More positions owned by Westwood Holdings

Akamai Technologies Note 0.125% 5/0 (Principal)
Integer Hldgs Corp Note 2.125% 2/1 (Principal)
Northern Oil & Gas Note 3.625% 4/1 (Principal)
Live Nation Entertainment In Note 3.125% 1/1 (Principal)
Centerpoint Energy Note 4.250% 8/1 (Principal)
Exact Sciences Corp Note 0.375% 3/1 (Principal)
Lantheus Hldgs Note 2.625%12/1 (Principal)
Royal Caribbean Group Note 6.000% 8/1 (Principal)
Halozyme Therapeutics Note 1.000% 8/1 (Principal)
Mongodb Note 0.250% 1/1 (Principal)
On Semiconductor Corp Note 0.500% 3/0 (Principal)
Pennymac Corp Note 5.500%11/0 (Principal)
Progress Software Corp Note 1.000% 4/1 (Principal)
Tyler Tex Indpt Sch Dist Note 0.250% 3/1 (Principal)
Post Hldgs Note 2.500% 8/1 (Principal)

View all positions for Westwood Holdings

Top funds holding Workiva

Lazard Asset Management
Wolverine Asset Management
Franklin Resources
Readystate Asset Management
Ing Investment Management
Steelhead Partners
Calamos Advisors
MacKay Shields
Advent Capital Management
Shenkman Capital Management
Wells Fargo & Company
Amundi
BlackRock
Absolute Investment Advisers
SSI Investment Management

View all funds holding Workiva