Workhorse Group
WKHS on Nasdaq. Market value $32m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 63 funds in all.
Largest holders overall
- Vanguard Capital Management$924,785Added
- BlackRock$146,187Added
- Geode Capital Management$141,846Cut
- J. Safra Sarasin Holding AG$96,537New
- Vanguard Fiduciary Trust$87,010Added
- Northern Trust$36,103New
- HRT Financial LP$32,000New
- UBS Group AG$4,516Added
- Tower Research Capital LLC (TRC)$1,096New
- Group One Trading$433
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Motive GM Holdings II LLCInsider or founderat least 65.4%+2.6 pts(filed with 2 related holders)Since 25 August 2026
What they said
Item 4 of the Original Schedule 13D is hereby amended to add the following after the last paragraph: On August 25, 2026, pursuant to Section 2.2 of each of Omnibus Amendment No.2 and the Cash Flow Amendment (each as defined below), the Issuer issued to MGMH II the Warrants,…
Read the filing - Gary Magnessat least 62.8%(filed with 1 related holder)Since 15 December 2025
What they said
The information set forth in Items 3 and 6 hereof is hereby incorporated by reference into this Item 4. On December 15, 2025, pursuant to that Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Omaha Intermediate 2, Inc., a Delaware corporation and…
Read the filing - ATW Partners Opportunities Management, LLCPassive investorat least 5.0%(filed with 4 related holders)Since 31 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Motive GM Holdings II LLC Insider or founder | at least 65.4%+2.6 pts (filed with 2 related holders) | 25 August 2026 | What they saidItem 4 of the Original Schedule 13D is hereby amended to add the following after the last paragraph: On August 25, 2026, pursuant to Section 2.2 of each of Omnibus Amendment No.2 and the Cash Flow Amendment (each as defined below), the Issuer issued to MGMH II the Warrants,… Read the filing |
Gary Magness | at least 62.8% (filed with 1 related holder) | 15 December 2025 | What they saidThe information set forth in Items 3 and 6 hereof is hereby incorporated by reference into this Item 4. On December 15, 2025, pursuant to that Agreement and Plan of Merger (the "Merger Agreement") by and among the Issuer, Omaha Intermediate 2, Inc., a Delaware corporation and… Read the filing |
ATW Partners Opportunities Management, LLC Passive investor | at least 5.0% (filed with 4 related holders) | 31 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 12 sold $284,526.
- QUIGLEY WILLIAM G IIIDirectorSold
- Date
- 15 December 2025
- Shares
- 5,051
- Price
- $6.51
- Value
- $32,882
- Botti JeanDirectorSold
- Date
- 15 December 2025
- Shares
- 5,051
- Price
- $6.51
- Value
- $32,882
- Miller Austin ScottDirectorSold
- Date
- 15 December 2025
- Shares
- 5,051
- Price
- $6.51
- Value
- $32,882
- March Stanley RaymondVP, Corporate DevelopmentSold
- Date
- 15 December 2025
- Shares
- 284
- Price
- $6.51
- Value
- $1,849
- Anderson Joshua JosephChief Technology OfficerSold
- Date
- 15 December 2025
- Shares
- 296
- Price
- $6.51
- Value
- $1,927
- Mader Pamela S.DirectorSold
- Date
- 15 December 2025
- Shares
- 5,051
- Price
- $6.51
- Value
- $32,882
- Henricks Alan S.DirectorSold
- Date
- 15 December 2025
- Shares
- 1,894
- Price
- $6.51
- Value
- $12,330
- Chess Raymond JosephDirectorSold
- Date
- 15 December 2025
- Shares
- 6,314
- Price
- $6.51
- Value
- $41,104
- Harrington James D.General CounselSold
- Date
- 15 December 2025
- Shares
- 532
- Price
- $6.51
- Value
- $3,463
- DEDO JACQUELINE ADirectorSold
- Date
- 15 December 2025
- Shares
- 5,051
- Price
- $6.51
- Value
- $32,882
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 15 December 2025 | QUIGLEY WILLIAM G III Director | Sold | 5,051 | $6.51 | $32,882 |
| 15 December 2025 | Botti Jean Director | Sold | 5,051 | $6.51 | $32,882 |
| 15 December 2025 | Miller Austin Scott Director | Sold | 5,051 | $6.51 | $32,882 |
| 15 December 2025 | March Stanley Raymond VP, Corporate Development | Sold | 284 | $6.51 | $1,849 |
| 15 December 2025 | Anderson Joshua Joseph Chief Technology Officer | Sold | 296 | $6.51 | $1,927 |
| 15 December 2025 | Mader Pamela S. Director | Sold | 5,051 | $6.51 | $32,882 |
| 15 December 2025 | Henricks Alan S. Director | Sold | 1,894 | $6.51 | $12,330 |
| 15 December 2025 | Chess Raymond Joseph Director | Sold | 6,314 | $6.51 | $41,104 |
| 15 December 2025 | Harrington James D. General Counsel | Sold | 532 | $6.51 | $3,463 |
| 15 December 2025 | DEDO JACQUELINE A Director | Sold | 5,051 | $6.51 | $32,882 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Not checked yet. We haven’t read Workhorse Group’s annual report.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.