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Caption Management, LLC

Position in WK — Workiva Inc

CIK 1706766 OKLAHOMA CITY, OK

Position in WK

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$479,782
New position
Shares Held
8,046
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Derivatives in WK

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$2,665,461
PutShares
44,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Caption Management, LLC holds $51,962,002 across 21 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in WK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,665,461 44,700
2026-03-31 $479,782 8,046