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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。

2023 年第 1 季與 2022 年第 4 季比較

持有 Workiva Inc 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

WK 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數2716311+46
股數4,462 萬9.54 萬4,498 萬+45.8 萬 (+1.0%)
市值$37.5 億$831.5 萬$46.1 億+$8.70 億 (+23.3%)

6 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(62 家)

2023 年第 1 季季末持有 Workiva Inc、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 WK 的機構
機構股數市值佔組合 %
Sculptor Capital LP340,300$3,485 萬0.87%
Tensile Capital Management LP115,000$1,178 萬1.60%
Two Sigma Investments, LP77,529$794.0 萬0.02%
Swedbank AB70,000$716.9 萬0.01%
Royce & Associates LP42,770$438.0 萬0.04%
Numerai GP LLC28,447$291.3 萬0.97%
Jacobs Levy Equity Management, Inc25,138$257.4 萬0.02%
MYDA Advisors LLC18,000$184.3 萬0.78%
ExodusPoint Capital Management, LP17,835$182.6 萬0.02%
Jefferies Financial Group Inc.16,970$173.8 萬0.04%
Candriam Luxembourg S.C.A.18,305$172.5 萬0.01%
Schonfeld Strategic Advisors LLC14,373$147.2 萬0.01%
Y-Intercept (Hong Kong) Ltd13,045$133.6 萬0.16%
Alps Advisors Inc11,550$118.3 萬0.01%
Empower Advisory Group, LLC8,671$87.5 萬0.00%
Squarepoint Ops LLC8,423$86.3 萬0.01%
Brookfield Asset Management Inc.8,389$85.9 萬0.00%
Icon Wealth Partners, LLC8,161$83.6 萬0.09%
Vancity Investment Management Ltd7,999$81.9 萬0.11%
Inceptionr LLC7,540$77.2 萬0.25%
Ergoteles LLC7,105$72.8 萬0.03%
Virtu Financial LLC7,032$72.0 萬0.08%
Prime Capital Investment Advisors, LLC7,000$71.7 萬0.03%
Bank of Montreal6,565$68.0 萬0.00%
CM Wealth Advisors LLC5,356$50.3 萬0.10%
New York Life Investment Management LLC4,765$48.8 萬0.01%
AtonRa Partners4,545$46.5 萬0.68%
Walleye Capital LLC4,370$44.8 萬0.01%
Mount Yale Investment Advisors, LLC3,372$34.5 萬0.04%
Aquatic Capital Management LLC2,900$29.7 萬0.02%
Neuberger Berman Group LLC2,890$29.6 萬0.00%
Blair William & Co2,670$27.3 萬0.00%
Petrus Trust Company, LTA2,602$26.6 萬0.03%
Axq Capital, LP2,600$26.6 萬0.11%
Versor Investments LP2,541$26.0 萬0.03%
Gotham Asset Management, LLC2,503$25.6 萬0.01%
Engineers Gate Manager LP2,361$24.2 萬0.01%
Wedbush Securities Inc2,341$24.0 萬0.01%
American Century Companies Inc2,306$23.0 萬0.00%
O'Shaughnessy Asset Management, LLC2,247$23.0 萬0.00%
Verdence Capital Advisors LLC2,182$22.3 萬0.03%
Orion Portfolio Solutions, LLC2,069$21.2 萬0.00%
Mission Wealth Management, LP2,000$20.5 萬0.01%
Beacon Pointe Advisors, LLC2,000$20.5 萬0.00%
Paladin Advisory Group, LLC1,857$19.0 萬0.16%
Hills Bank & Trust Co1,185$12.1 萬0.02%
HighMark Wealth Management LLC1,159$11.9 萬0.09%
GPS Wealth Strategies Group, LLC900$9.22 萬0.02%
Altshuler Shaham Ltd333$3.41 萬0.00%
Quantbot Technologies LP200$2.05 萬0.00%
International Assets Investment Management, LLC146$1.50 萬0.00%
Venturi Wealth Management, LLC143$1.46 萬0.00%
Sunbelt Securities, Inc.90$8,9950.00%
Ameritas Advisory Services, LLC50$4,8520.00%
Fisher Asset Management, LLC25$2,5600.00%
Bogart Wealth, LLC14$1,4340.00%
JFS Wealth Advisors, LLC6$6150.00%
Schubert & Co6$6150.00%
SJS Investment Consulting Inc.3$3080.00%
Disciplined Investments, LLC2$2050.00%
Steward Financial Group LLC7$00.00%
World Equity Group, Inc.9,162––

清倉機構(16 家)

2022 年第 4 季季末持有 Workiva Inc、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 WK 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Contour Asset Management LLC139,532$1,172 萬
Adage Capital Partners GP, L.L.C.35,000$293.9 萬
Liontrust Investment Partners LLP30,000$251.9 萬
Banque Pictet & Cie SA25,000$209.9 萬
Park Avenue Securities LLC8,093$68.0 萬
Wolverine Trading, LLC3,166$26.6 萬
Group One Trading, L.P.2,777$23.3 萬
Vise Technologies, Inc.2,656$22.3 萬
Pathstone Family Office, LLC1,603$21.8 萬
American Trust2,597$21.8 萬
Zions Bancorporation, N.A.147$1.23 萬
Lazard Asset Management LLC100$8,000
Zacks Investment Management10,047$5,003
Farther Finance Advisors, LLC52$4,366
Ronald Blue Trust, Inc.34$3,000
Elequin Capital LP13$1,092

尚未申報 2023 年第 1 季的機構(6 家)

2022 年第 4 季季末持有 Workiva Inc、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 WK、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Comerica Bank77,699$682.4 萬
Alpha Paradigm Partners, LLC6,898$57.9 萬
Icon Wealth Advisors, LLC6,494$54.5 萬
Heritage Wealth Management, LLC3,948$33.2 萬
Cornerstone Planning Group LLC396$3.42 萬
Glass Jacobson Investment Advisors llc14$1,176