Workiva Inc
WK- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001445305
近 90 天，Workiva Inc 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 306 家機構在 13F 申報持有，市值合計 $24.1 億；沒有大師持有。
2022 年第 4 季 13F 持有人
Workiva Inc 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 271
- 較 2022 年第 3 季 +11 家
- 持有股數
- 4,462 萬
- 較 2022 年第 3 季 +88.0 萬 (+2.0%)
- 總市值
- $37.5 億
- 較 2022 年第 3 季 +$3.43 億 (+10.1%)
- 新進機構
- 49
- 另有 93 家加碼
- 清倉機構
- 38
- 另有 101 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WK 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 306 | $24.1 億 |
| 2026 年第 1 季 | 315 | $29.2 億 |
| 2025 年第 4 季 | 348 | $43.2 億 |
| 2025 年第 3 季 | 314 | $41.6 億 |
| 2025 年第 2 季 | 313 | $31.7 億 |
| 2025 年第 1 季 | 330 | $35.9 億 |
| 2024 年第 4 季 | 316 | $51.7 億 |
| 2024 年第 3 季 | 295 | $36.4 億 |
| 2024 年第 2 季 | 300 | $34.2 億 |
| 2024 年第 1 季 | 302 | $40.3 億 |
| 2023 年第 4 季 | 325 | $48.1 億 |
| 2023 年第 3 季 | 333 | $46.9 億 |
| 2023 年第 2 季 | 306 | $46.2 億 |
| 2023 年第 1 季 | 311 | $46.1 億 |
| 2022 年第 4 季 | 271 | $37.5 億 |
| 2022 年第 3 季 | 262 | $34.1 億 |
| 2022 年第 2 季 | 252 | $29.2 億 |
| 2022 年第 1 季 | 287 | $52.3 億 |
| 2021 年第 4 季 | 319 | $55.2 億 |
| 2021 年第 3 季 | 283 | $58.6 億 |
| 2021 年第 2 季 | 250 | $43.3 億 |
| 2021 年第 1 季 | 238 | $32.7 億 |
2022 年第 4 季持有機構
每家機構持有 Workiva Inc 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| US Bancorp | 28,332 | $237.9 萬 | 0.00% | −5,481−16.2% | 減碼 |
| Barclays PLC | 27,677 | $232.4 萬 | 0.00% | +4,227+18.0% | 加碼 |
| Next Century Growth Investors LLC | 25,803 | $216.7 萬 | 0.26% | +25,803 | 新進 |
| Dorsey & Whitney Trust CO LLC | 25,252 | $212.0 萬 | 0.21% | +215+0.9% | 加碼 |
| Banque Pictet & Cie SA | 25,000 | $209.9 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 24,988 | $209.8 萬 | 0.02% | −779−3.0% | 減碼 |
| Vontobel Holding Ltd. | 23,515 | $197.5 萬 | 0.02% | +12,696+117.3% | 加碼 |
| American International Group, Inc. | 22,555 | $189.4 萬 | 0.01% | −82−0.4% | 減碼 |
| Kopp Family Office, LLC | 21,689 | $182.1 萬 | 1.10% | +21,689 | 新進 |
| Knights of Columbus Asset Advisors LLC | 20,923 | $175.7 萬 | 0.18% | −242−1.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 19,677 | $165.2 萬 | 0.00% | −10,006−33.7% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 19,677 | $165.2 萬 | 0.05% | −323−1.6% | 減碼 |
| Mariner, LLC | 19,556 | $164.2 萬 | 0.01% | +2,117+12.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 19,122 | $160.6 萬 | 0.00% | +146+0.8% | 加碼 |
| Citigroup Inc | 18,930 | $159.0 萬 | 0.00% | −9,428−33.2% | 減碼 |
| Janney Montgomery Scott LLC | 18,669 | $156.8 萬 | 0.01% | −1,246−6.3% | 減碼 |
| Advisory Research Inc | 18,666 | $156.7 萬 | 0.15% | +16,092+625.2% | 加碼 |
| Cetera Advisor Networks LLC | 18,658 | $156.7 萬 | 0.01% | +18,658 | 新進 |
| Azzad Asset Management Inc | 18,090 | $151.9 萬 | 0.24% | +3,815+26.7% | 加碼 |
| Advisor Group Holdings, Inc. | 16,545 | $139.0 萬 | 0.00% | −838−4.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 16,428 | $137.9 萬 | 0.00% | −596−3.5% | 減碼 |
| Captrust Financial Advisors | 16,241 | $136.4 萬 | 0.01% | +4,037+33.1% | 加碼 |
| Ensign Peak Advisors, Inc | 15,830 | $132.9 萬 | 0.00% | +3,450+27.9% | 加碼 |
| Los Angeles Capital Management LLC | 15,453 | $129.8 萬 | 0.01% | −1,538−9.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 15,260 | $128.1 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 13,856 | $116.3 萬 | 0.00% | −2,900−17.3% | 減碼 |
| Susquehanna International Group, LLP | 13,350 | $112.1 萬 | 0.00% | −2,511−15.8% | 減碼 |
| Financial Counselors Inc | 13,064 | $109.7 萬 | 0.02% | +64+0.5% | 加碼 |
| Arizona State Retirement System | 12,989 | $109.1 萬 | 0.01% | +549+4.4% | 加碼 |
| Moody National Bank Trust Division | 12,754 | $107.1 萬 | 0.09% | 00.0% | 不變 |
| Bell Bank | 11,593 | $97.3 萬 | 0.11% | −149−1.3% | 減碼 |
| Talbot Financial, LLC | 10,500 | $88.2 萬 | 0.18% | +10,500 | 新進 |
| Glenmede Trust Co NA | 9,739 | $81.8 萬 | 0.00% | −2,119−17.9% | 減碼 |
| MML Investors Services, LLC | 9,719 | $81.6 萬 | 0.01% | −608−5.9% | 減碼 |
| Janus Henderson Group PLC | 9,100 | $76.5 萬 | 0.00% | +9,100 | 新進 |
| Diversified Trust Co | 8,952 | $75.2 萬 | 0.03% | −5,004−35.9% | 減碼 |
| Legacy Bridge, LLC | 8,454 | $71.0 萬 | 0.50% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 8,329 | $69.9 萬 | 0.32% | +67+0.8% | 加碼 |
| Prudential Financial Inc | 8,215 | $69.0 萬 | 0.00% | −2,004−19.6% | 減碼 |
| Park Avenue Securities LLC | 8,093 | $68.0 萬 | 0.01% | −205−2.5% | 減碼 |
| SG Americas Securities, LLC | 7,934 | $66.6 萬 | 0.01% | +3,155+66.0% | 加碼 |
| Harvest Management LLC | 7,850 | $65.9 萬 | 0.76% | −150−1.9% | 減碼 |
| Amalgamated Bank | 7,842 | $65.8 萬 | 0.01% | +127+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 7,757 | $65.1 萬 | 0.00% | −803−9.4% | 減碼 |
| ProShare Advisors LLC | 7,702 | $64.7 萬 | 0.00% | +639+9.0% | 加碼 |
| Virginia Retirement Systems Et Al | 7,700 | $64.7 萬 | 0.01% | +1,400+22.2% | 加碼 |
| Advisors Asset Management, Inc. | 7,583 | $63.7 萬 | 0.01% | −4,231−35.8% | 減碼 |
| CWM, LLC | 7,219 | $60.6 萬 | 0.00% | +125+1.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,027 | $59.0 萬 | 0.00% | +996+16.5% | 加碼 |
| Handelsbanken Fonder AB | 6,900 | $57.9 萬 | 0.00% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 6,898 | $57.9 萬 | 0.24% | +6,898 | 新進 |
| Icon Wealth Advisors, LLC | 6,494 | $54.5 萬 | 0.06% | −506−7.2% | 減碼 |
| Voya Financial Advisors, Inc. | 6,465 | $54.1 萬 | 0.07% | −2,103−24.5% | 減碼 |
| First Republic Investment Management, Inc. | 6,421 | $53.9 萬 | 0.00% | −33−0.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,185 | $51.9 萬 | 0.03% | −451−6.8% | 減碼 |
| Stonnington Group, LLC | 6,000 | $51.7 萬 | 0.14% | +6,000 | 新進 |
| Woodline Partners LP | 5,922 | $49.7 萬 | 0.01% | −3,104−34.4% | 減碼 |
| Principal Financial Group Inc | 5,726 | $48.1 萬 | 0.00% | −1,194−17.3% | 減碼 |
| Pictet Asset Management SA | 5,478 | $46.0 萬 | 0.00% | +2,623+91.9% | 加碼 |
| Victory Capital Management Inc | 5,224 | $43.9 萬 | 0.00% | −3−0.1% | 減碼 |
| RIA Advisory Group LLC | 5,086 | $42.7 萬 | 0.25% | +5,086 | 新進 |
| Commerce Bank | 5,075 | $42.6 萬 | 0.00% | +5,075 | 新進 |
| Teacher Retirement System of Texas | 5,070 | $42.6 萬 | 0.00% | −1,479−22.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 4,884 | $40.9 萬 | 0.24% | +900+22.6% | 加碼 |
| First Hawaiian Bank | 4,855 | $40.8 萬 | 0.01% | −6−0.1% | 減碼 |
| LPL Financial LLC | 4,799 | $40.3 萬 | 0.00% | +183+4.0% | 加碼 |
| Tradition Wealth Management, LLC | 4,764 | $40.0 萬 | 0.06% | 00.0% | 不變 |
| DC Investments Management, LLC | 4,559 | $38.3 萬 | 0.48% | +4,559 | 新進 |
| Sage Rhino Capital LLC | 4,520 | $38.0 萬 | 0.12% | +16+0.4% | 加碼 |
| Hantz Financial Services, Inc. | 4,456 | $37.4 萬 | 0.01% | +365+8.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,437 | $37.3 萬 | 0.01% | +442+11.1% | 加碼 |
| Foster Group, Inc. | 4,229 | $35.5 萬 | 0.03% | +41+1.0% | 加碼 |
| Mackenzie Financial Corp | 4,173 | $35.0 萬 | 0.00% | −157−3.6% | 減碼 |
| Truist Financial Corp | 4,164 | $35.0 萬 | 0.00% | −316−7.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,738 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 4,108 | $34.5 萬 | 0.03% | −202−4.7% | 減碼 |
| STRS Ohio | 4,100 | $34.4 萬 | 0.00% | +1,300+46.4% | 加碼 |
| Heritage Wealth Management, LLC | 3,948 | $33.2 萬 | 0.05% | +2,021+104.9% | 加碼 |
| Gilbert & Cook, Inc. | 3,800 | $31.9 萬 | 0.06% | 00.0% | 不變 |
| Calamos Advisors LLC | 3,755 | $31.5 萬 | 0.00% | +3,755 | 新進 |
| Sonora Investment Management Group, LLC | 3,619 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Hardy Reed LLC | 3,588 | $30.1 萬 | 0.06% | 00.0% | 不變 |
| FDx Advisors, Inc. | 3,572 | $30.0 萬 | 0.01% | −520−12.7% | 減碼 |
| Baird Financial Group, Inc. | 3,570 | $29.9 萬 | 0.00% | +675+23.3% | 加碼 |
| Stephenson National Bank & Trust | 3,386 | $28.4 萬 | 0.18% | −9−0.3% | 減碼 |
| Wolverine Trading, LLC | 3,166 | $26.6 萬 | 0.00% | +3,166 | 新進 |
| Baron Wealth Management LLC | 3,072 | $25.8 萬 | 0.20% | +3,072 | 新進 |
| Metropolitan Life Insurance Co | 3,019 | $25.4 萬 | 0.01% | +144+5.0% | 加碼 |
| JustInvest LLC | 2,985 | $25.1 萬 | 0.01% | +2,985 | 新進 |
| Mercer Global Advisors Inc | 2,969 | $24.9 萬 | 0.00% | +28+1.0% | 加碼 |
| Creative Planning | 2,881 | $24.2 萬 | 0.00% | +2,881 | 新進 |
| Group One Trading, L.P. | 2,777 | $23.3 萬 | 0.01% | +2,777 | 新進 |
| Xponance, Inc. | 2,724 | $22.9 萬 | 0.00% | +50+1.9% | 加碼 |
| HSBC Holdings PLC | 2,703 | $22.7 萬 | 0.00% | −7,197−72.7% | 減碼 |
| Wealth Alliance | 2,671 | $22.4 萬 | 0.04% | +2,671 | 新進 |
| Vise Technologies, Inc. | 2,656 | $22.3 萬 | 0.07% | +2,656 | 新進 |
| Atria Wealth Solutions, Inc. | 2,652 | $22.3 萬 | 0.00% | −442−14.3% | 減碼 |
| Pathstone Family Office, LLC | 1,603 | $21.8 萬 | 0.00% | +1,603 | 新進 |
| American Trust | 2,597 | $21.8 萬 | 0.02% | −77−2.9% | 減碼 |