Chuck Royce's WK Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 140,000 shares of Workiva Inc. (WK) worth $6.79 M, representing 0.05% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in WK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 140,000 shares. Largest reduction occurred in Q3 2019, reducing 128,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Workiva (WK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workiva (WK) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +140,000 | New Buy | 140,000 | $48.51 |
| Q1 2024 | -37,597 | Sold Out | 0 | $0.00 |
| Q4 2023 | -1,190 | Reduce 3.07% | 37,597 | $101.53 |
| Q3 2023 | -49,518 | Reduce 56.08% | 38,787 | $101.34 |
| Q2 2023 | +45,535 | Add 106.46% | 88,305 | $101.66 |
| Q1 2023 | +42,770 | New Buy | 42,770 | $102.41 |
| Q3 2022 | -13,000 | Sold Out | 0 | $0.00 |
| Q2 2022 | -6,000 | Reduce 31.58% | 13,000 | $66.00 |
| Q1 2022 | +19,000 | New Buy | 19,000 | $118.00 |
| Q3 2019 | -128,000 | Sold Out | 0 | $0.00 |
| Q2 2019 | +13,000 | Add 11.30% | 128,000 | $58.09 |
| Q1 2019 | +15,000 | Add 15.00% | 115,000 | $50.70 |
| Q1 2018 | +100,000 | New Buy | 100,000 | $23.70 |
Chuck Royce's Workiva Investment FAQs
Chuck Royce first purchased Workiva Inc. (WK) in Q1 2018, acquiring 100,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Workiva Inc. (WK) for 16 quarters since Q1 2018.
Chuck Royce's largest addition to Workiva Inc. (WK) was in Q2 2026, adding 140,000 shares worth $6.79 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 140,000 shares of Workiva Inc. (WK), valued at approximately $6.79 M.
As of the Q2 2026 filing, Workiva Inc. (WK) represents approximately 0.05% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Workiva Inc. (WK) was 140,000 shares, as reported at the end of Q2 2026.