Jefferies Group's WK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 86,500 shares of Workiva Inc. (WK) worth $5.16 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 177,754 shares. Largest reduction occurred in Q1 2026, reducing 214,219 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Workiva (WK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workiva (WK) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -214,219 | Reduce 71.24% | 86,500 | $59.63 |
| Q4 2025 | -46,090 | Reduce 13.29% | 300,719 | $86.25 |
| Q3 2025 | +177,754 | Add 105.15% | 346,809 | $86.08 |
| Q2 2025 | +165,728 | Add 4981.30% | 169,055 | $68.45 |
| Q1 2025 | +3,327 | New Buy | 3,327 | $75.91 |
| Q3 2024 | -3,201 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,201 | New Buy | 3,201 | $72.99 |
| Q4 2023 | -5,671 | Sold Out | 0 | $0.00 |
| Q3 2023 | -2,129 | Reduce 27.29% | 5,671 | $101.34 |
| Q2 2023 | -9,170 | Reduce 54.04% | 7,800 | $101.66 |
| Q1 2023 | +16,970 | New Buy | 16,970 | $102.41 |
Jefferies Group's Workiva Investment FAQs
Jefferies Group first purchased Workiva Inc. (WK) in Q1 2023, acquiring 16,970 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Workiva Inc. (WK) for 11 quarters since Q1 2023.
Jefferies Group's largest addition to Workiva Inc. (WK) was in Q3 2025, adding 346,809 shares worth $29.85 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 86,500 shares of Workiva Inc. (WK), valued at approximately $5.16 M.
As of the Q1 2026 filing, Workiva Inc. (WK) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Workiva Inc. (WK) was 346,809 shares, as reported at the end of Q3 2025.