Rockefeller Capital Management L.P.

Position in WK — Workiva Inc

CIK 1739439 NEW YORK, NY

Position in WK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$384,586

-$66,752 QoQ

Shares Held

7,928

+4.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#176

of 301 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Technology · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,070,904,584 across 116 Software - Application names. WK ranks #49 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	3,702,855	$267,198,013
2	CDNS	Cadence Design Systems Inc	414,546	$155,587,402
3	SNOW	Snowflake Inc.	459,408	$116,919,336
4	NOW	ServiceNow, Inc.	888,877	$88,247,706
5	CRM	Salesforce, Inc.	440,040	$68,936,663
6	SHOP	Shopify Inc.	471,205	$53,802,185
7	ADP	Automatic Data Processing Inc	236,743	$53,018,591
8	ADBE	Adobe Inc.	234,363	$48,049,100

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,586	7,928	+4.7%	Shares	Defined	2026-08-13
2026-03-31	$451,338	7,569	+1401.8%	Shares	Defined	2026-05-14
2025-09-30	$43,384	504	-81.3%	Shares	Defined	2025-11-14
2023-03-31	$275,482	2,690	+4537.9%	Shares	Defined	2023-05-16
2022-12-31	$4	58	-71.8%	Shares	Defined	2023-03-06
2022-09-30	$16,026	206	-31.1%	Shares	Defined	2022-11-02
2022-06-30	$19,731	299	+424.6%	Shares	Defined	2022-08-12
2022-03-31	$6,726	57	-85.5%	Shares	Defined	2022-05-13
2021-12-31	$51,152	392	+2.3%	Shares	Defined	2022-02-14
2021-09-30	$53,987	383	+3381.8%	Shares	Defined	2021-11-12
2021-06-30	$1,224	11	0.0%	Shares	Defined	2021-08-10
2021-03-31	$970	11	—	Shares	Defined	2021-05-11
No filing history on record for this holder in this stock.