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 13F 持有人
Workiva Inc 在 2023/3/31 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
- 311
- 較 2022 年第 4 季 +46 家
- 持有股數
- 4,498 萬
- 較 2022 年第 4 季 +45.8 萬 (+1.0%)
- 總市值
- $46.1 億
- 較 2022 年第 4 季 +$8.70 億 (+23.3%)
- 新進機構
- 62
- 另有 100 家加碼
- 清倉機構
- 16
- 另有 105 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 3,572 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Baron Wealth Management LLC | 3,072 | $31.5 萬 | 0.22% | 00.0% | 不變 |
| Creative Planning | 3,082 | $31.6 萬 | 0.00% | +201+7.0% | 加碼 |
| Hardy Reed LLC | 3,225 | $33.0 萬 | 0.06% | −363−10.1% | 減碼 |
| JustInvest LLC | 3,254 | $33.3 萬 | 0.01% | +269+9.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,372 | $34.5 萬 | 0.04% | +3,372 | 新進 |
| Baird Financial Group, Inc. | 3,415 | $35.0 萬 | 0.00% | −155−4.3% | 減碼 |
| Sonora Investment Management Group, LLC | 3,619 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,679 | $37.7 萬 | 0.07% | −121−3.2% | 減碼 |
| We Are One Seven, LLC | 3,743 | $38.3 萬 | 0.02% | −365−8.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,829 | $39.2 萬 | 0.02% | +91+2.4% | 加碼 |
| Advisors Asset Management, Inc. | 3,949 | $40.4 萬 | 0.01% | −3,634−47.9% | 減碼 |
| Hantz Financial Services, Inc. | 4,076 | $41.7 萬 | 0.01% | −380−8.5% | 減碼 |
| Foster Group, Inc. | 4,229 | $43.3 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 4,336 | $44.4 萬 | 0.00% | +172+4.1% | 加碼 |
| Walleye Capital LLC | 4,370 | $44.8 萬 | 0.01% | +4,370 | 新進 |
| Crossmark Global Holdings, Inc. | 4,437 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,529 | $46.4 萬 | 0.14% | +9+0.2% | 加碼 |
| AtonRa Partners | 4,545 | $46.5 萬 | 0.68% | +4,545 | 新進 |
| DC Investments Management, LLC | 4,559 | $46.7 萬 | 0.56% | 00.0% | 不變 |
| STRS Ohio | 4,600 | $47.1 萬 | 0.00% | +500+12.2% | 加碼 |
| LPL Financial LLC | 4,713 | $48.3 萬 | 0.00% | −86−1.8% | 減碼 |
| Stonnington Group, LLC | 5,000 | $48.5 萬 | 0.13% | −1,000−16.7% | 減碼 |
| New York Life Investment Management LLC | 4,765 | $48.8 萬 | 0.01% | +4,765 | 新進 |
| Tradition Wealth Management, LLC | 4,764 | $48.8 萬 | 0.06% | 00.0% | 不變 |
| First Hawaiian Bank | 4,835 | $49.5 萬 | 0.02% | −20−0.4% | 減碼 |
| Transatlantique Private Wealth LLC | 4,884 | $50.0 萬 | 0.28% | 00.0% | 不變 |
| RIA Advisory Group LLC | 4,889 | $50.1 萬 | 0.23% | −197−3.9% | 減碼 |
| CM Wealth Advisors LLC | 5,356 | $50.3 萬 | 0.10% | +5,356 | 新進 |
| Public Employees Retirement Association of Colorado | 5,003 | $51.2 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 5,142 | $52.7 萬 | 0.00% | +72+1.4% | 加碼 |
| Victory Capital Management Inc | 5,184 | $53.1 萬 | 0.00% | −40−0.8% | 減碼 |
| Principal Financial Group Inc | 5,237 | $53.6 萬 | 0.00% | −489−8.5% | 減碼 |
| Commerce Bank | 5,293 | $54.2 萬 | 0.00% | +218+4.3% | 加碼 |
| Harvest Management LLC | 5,300 | $54.3 萬 | 0.49% | −2,550−32.5% | 減碼 |
| Voya Financial Advisors, Inc. | 5,600 | $56.0 萬 | 0.07% | −865−13.4% | 減碼 |
| Pictet Asset Management SA | 5,478 | $56.1 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 5,841 | $59.8 萬 | 0.00% | −1,861−24.2% | 減碼 |
| Prudential Financial Inc | 7,892 | $61.8 萬 | 0.00% | −323−3.9% | 減碼 |
| Centiva Capital, LP | 6,066 | $62.1 萬 | 0.03% | +3,566+142.6% | 加碼 |
| First Republic Investment Management, Inc. | 6,394 | $65.5 萬 | 0.00% | −27−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,451 | $66.1 萬 | 0.03% | +266+4.3% | 加碼 |
| Bank of Montreal | 6,565 | $68.0 萬 | 0.00% | +6,565 | 新進 |
| Amalgamated Bank | 6,761 | $69.2 萬 | 0.01% | −1,081−13.8% | 減碼 |
| Handelsbanken Fonder AB | 6,900 | $70.7 萬 | 0.00% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 7,000 | $71.7 萬 | 0.03% | +7,000 | 新進 |
| Virtu Financial LLC | 7,032 | $72.0 萬 | 0.08% | +7,032 | 新進 |
| Virginia Retirement Systems Et Al | 7,100 | $72.7 萬 | 0.01% | −600−7.8% | 減碼 |
| Ergoteles LLC | 7,105 | $72.8 萬 | 0.03% | +7,105 | 新進 |
| CWM, LLC | 7,197 | $73.7 萬 | 0.00% | −22−0.3% | 減碼 |
| Inceptionr LLC | 7,540 | $77.2 萬 | 0.25% | +7,540 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,621 | $78.0 萬 | 0.00% | +594+8.5% | 加碼 |
| Vancity Investment Management Ltd | 7,999 | $81.9 萬 | 0.11% | +7,999 | 新進 |
| Icon Wealth Partners, LLC | 8,161 | $83.6 萬 | 0.09% | +8,161 | 新進 |
| Affinity Investment Advisors, LLC | 8,329 | $85.3 萬 | 0.46% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 8,389 | $85.9 萬 | 0.00% | +8,389 | 新進 |
| Diversified Trust Co | 8,420 | $86.2 萬 | 0.03% | −532−5.9% | 減碼 |
| Squarepoint Ops LLC | 8,423 | $86.3 萬 | 0.01% | +8,423 | 新進 |
| Legacy Bridge, LLC | 8,454 | $86.6 萬 | 0.60% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,496 | $87.0 萬 | 0.01% | −1,223−12.6% | 減碼 |
| Empower Advisory Group, LLC | 8,671 | $87.5 萬 | 0.00% | +8,671 | 新進 |
| Glenmede Trust Co NA | 8,755 | $89.7 萬 | 0.01% | −984−10.1% | 減碼 |
| SG Americas Securities, LLC | 9,032 | $92.5 萬 | 0.01% | +1,098+13.8% | 加碼 |
| HSBC Holdings PLC | 9,070 | $93.0 萬 | 0.00% | +6,367+235.6% | 加碼 |
| Talbot Financial, LLC | 10,500 | $107.5 萬 | 0.20% | 00.0% | 不變 |
| Bell Bank | 10,938 | $112.0 萬 | 0.12% | −655−5.6% | 減碼 |
| Alps Advisors Inc | 11,550 | $118.3 萬 | 0.01% | +11,550 | 新進 |
| Commonwealth Equity Services, LLC | 11,613 | $118.9 萬 | 0.00% | +3,856+49.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,045 | $133.6 萬 | 0.16% | +13,045 | 新進 |
| Financial Counselors Inc | 13,064 | $133.8 萬 | 0.03% | 00.0% | 不變 |
| Arizona State Retirement System | 13,393 | $137.2 萬 | 0.01% | +404+3.1% | 加碼 |
| Los Angeles Capital Management LLC | 14,157 | $145.0 萬 | 0.01% | −1,296−8.4% | 減碼 |
| Mackenzie Financial Corp | 14,183 | $145.2 萬 | 0.00% | +10,010+239.9% | 加碼 |
| Advisor Group Holdings, Inc. | 14,208 | $145.5 萬 | 0.00% | −2,337−14.1% | 減碼 |
| Moody National Bank Trust Division | 14,354 | $147.0 萬 | 0.13% | +1,600+12.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 14,373 | $147.2 萬 | 0.01% | +14,373 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 14,677 | $150.3 萬 | 0.04% | −5,000−25.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 15,260 | $156.3 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 15,947 | $163.3 萬 | 0.00% | −481−2.9% | 減碼 |
| Ensign Peak Advisors, Inc | 16,230 | $166.2 萬 | 0.00% | +400+2.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 18,305 | $172.5 萬 | 0.01% | +18,305 | 新進 |
| Jefferies Financial Group Inc. | 16,970 | $173.8 萬 | 0.04% | +16,970 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,088 | $175.0 萬 | 0.01% | −19,337−53.1% | 減碼 |
| ExodusPoint Capital Management, LP | 17,835 | $182.6 萬 | 0.02% | +17,835 | 新進 |
| MYDA Advisors LLC | 18,000 | $184.3 萬 | 0.78% | +18,000 | 新進 |
| Mariner, LLC | 18,008 | $184.4 萬 | 0.01% | −1,548−7.9% | 減碼 |
| Azzad Asset Management Inc | 18,006 | $184.4 萬 | 0.26% | −84−0.5% | 減碼 |
| Captrust Financial Advisors | 18,269 | $187.1 萬 | 0.01% | +2,028+12.5% | 加碼 |
| Cetera Advisor Networks LLC | 18,769 | $192.2 萬 | 0.01% | +111+0.6% | 加碼 |
| Janney Montgomery Scott LLC | 19,263 | $197.3 萬 | 0.01% | +594+3.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 19,452 | $199.2 萬 | 0.00% | +330+1.7% | 加碼 |
| Wells Fargo & Company | 20,349 | $208.4 萬 | 0.00% | +6,493+46.9% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 21,012 | $215.2 萬 | 0.21% | +89+0.4% | 加碼 |
| Calamos Advisors LLC | 21,450 | $219.7 萬 | 0.01% | +17,695+471.2% | 加碼 |
| Citigroup Inc | 22,492 | $230.3 萬 | 0.00% | +3,562+18.8% | 加碼 |
| American International Group, Inc. | 23,013 | $235.7 萬 | 0.02% | +458+2.0% | 加碼 |
| Janus Henderson Group PLC | 23,049 | $236.3 萬 | 0.00% | +13,949+153.3% | 加碼 |
| Advisory Research Inc | 23,731 | $243.0 萬 | 0.40% | +5,065+27.1% | 加碼 |
| MetLife Investment Management | 24,988 | $255.9 萬 | 0.02% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 25,138 | $257.4 萬 | 0.02% | +25,138 | 新進 |