JACOBS LEVY EQUITY MANAGEMENT, INC

Position in WK — Workiva Inc

CIK 884414 FLORHAM PARK, NJ

Position in WK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,790,008

+$5,043,262 QoQ

Shares Held

119,357

+853.1% QoQ

Ownership

0.219%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#56

of 301 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Technology · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $920,252,625 across 45 Software - Application names. WK ranks #22 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	683,922	$140,217,688
2	MANH	Manhattan Associates Inc	792,256	$110,321,648
3	DOCU	Docusign, Inc.	2,043,909	$90,790,437
4	TEAM	Atlassian Corp	1,099,747	$85,549,319
5	CVLT	Commvault Systems Inc	581,002	$82,345,413
6	INTU	Intuit Inc.	307,471	$80,249,931
7	YOU	Clear Secure, Inc.	1,038,992	$57,903,024
8	PEGA	Pegasystems Inc	1,117,570	$33,493,572

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,790,008	119,357	+853.1%	Shares	Sole	2026-08-14
2026-03-31	$746,746	12,523	-94.5%	Shares	Sole	2026-05-15
2025-06-30	$15,698,528	229,343	+124.6%	Shares	Sole	2025-08-14
2025-03-31	$7,752,916	102,133	-3.2%	Shares	Sole	2025-05-15
2024-12-31	$11,547,322	105,455	-53.6%	Shares	Sole	2025-02-14
2024-09-30	$17,999,641	227,498	+744.5%	Shares	Sole	2024-11-14
2023-06-30	$2,738,517	26,938	+7.2%	Shares	Sole	2023-08-14
2023-03-31	$2,574,382	25,138	+359.7%	Shares	Sole	2023-05-15
2022-03-31	$645,224	5,468	-93.0%	Shares	Sole	2022-05-16
2021-03-31	$6,889,487	78,059	-74.0%	Shares	Sole	2021-05-17
2020-12-31	$27,554,989	300,753	-8.5%	Shares	Sole	2021-02-16
2020-09-30	$18,321,955	328,586	-16.6%	Shares	Sole	2020-11-16
2020-06-30	$21,086,506	394,214	+0.2%	Shares	Sole	2020-08-17
2020-03-31	$12,716,552	393,336	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.