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 2 季 13F 持有人
Workiva Inc 在 2023/6/30 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
- 306
- 較 2023 年第 1 季 −4 家
- 持有股數
- 4,548 萬
- 較 2023 年第 1 季 +50.9 萬 (+1.1%)
- 總市值
- $46.2 億
- 較 2023 年第 1 季 +$1,648 萬 (+0.4%)
- 新進機構
- 32
- 另有 107 家加碼
- 清倉機構
- 36
- 另有 111 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 3,451 | $35.1 萬 | 0.16% | +3,451 | 新進 |
| JustInvest LLC | 3,517 | $35.8 萬 | 0.01% | +263+8.1% | 加碼 |
| We Are One Seven, LLC | 3,613 | $36.7 萬 | 0.03% | −130−3.5% | 減碼 |
| Sonora Investment Management Group, LLC | 3,619 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,679 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 3,720 | $37.8 萬 | 0.00% | −1,422−27.7% | 減碼 |
| AtonRa Partners | 3,790 | $38.5 萬 | 0.60% | −755−16.6% | 減碼 |
| Inspire Advisors, LLC | 3,873 | $39.4 萬 | 0.08% | +3,873 | 新進 |
| Xponance, Inc. | 3,968 | $40.3 萬 | 0.01% | +1,203+43.5% | 加碼 |
| New York Life Investment Management LLC | 4,017 | $40.8 萬 | 0.00% | −748−15.7% | 減碼 |
| Petrus Trust Company, LTA | 4,018 | $40.8 萬 | 0.05% | +1,416+54.4% | 加碼 |
| Hantz Financial Services, Inc. | 4,029 | $41.0 萬 | 0.01% | −47−1.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,041 | $41.1 萬 | 0.02% | +212+5.5% | 加碼 |
| Foster Group, Inc. | 4,229 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| RIA Advisory Group LLC | 4,287 | $43.6 萬 | 0.19% | −602−12.3% | 減碼 |
| Sage Rhino Capital LLC | 4,529 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| DC Investments Management, LLC | 4,559 | $46.3 萬 | 0.53% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,441 | $46.6 萬 | 0.01% | +4+0.1% | 加碼 |
| LPL Financial LLC | 4,634 | $47.1 萬 | 0.00% | −79−1.7% | 減碼 |
| Tradition Wealth Management, LLC | 4,764 | $48.4 萬 | 0.06% | 00.0% | 不變 |
| First Hawaiian Bank | 4,835 | $49.2 萬 | 0.02% | 00.0% | 不變 |
| Schroder Investment Management Group | 5,001 | $49.6 萬 | 0.00% | +5,001 | 新進 |
| Transatlantique Private Wealth LLC | 4,884 | $49.7 萬 | 0.26% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,003 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 5,065 | $51.5 萬 | 0.00% | −119−2.3% | 減碼 |
| Commerce Bank | 5,075 | $51.6 萬 | 0.00% | −218−4.1% | 減碼 |
| STRS Ohio | 5,300 | $53.8 萬 | 0.00% | +700+15.2% | 加碼 |
| Voloridge Investment Management, LLC | 5,467 | $55.6 萬 | 0.00% | +5,467 | 新進 |
| Voya Financial Advisors, Inc. | 5,550 | $56.2 萬 | 0.07% | −50−0.9% | 減碼 |
| HSBC Holdings PLC | 5,648 | $57.5 萬 | 0.00% | −3,422−37.7% | 減碼 |
| Pictet Asset Management SA | 5,712 | $58.1 萬 | 0.00% | +234+4.3% | 加碼 |
| Principal Financial Group Inc | 5,777 | $58.7 萬 | 0.00% | +540+10.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,113 | $62.1 萬 | 0.02% | −338−5.2% | 減碼 |
| First Republic Investment Management, Inc. | 6,380 | $64.9 萬 | 0.00% | −14−0.2% | 減碼 |
| ProShare Advisors LLC | 6,655 | $67.7 萬 | 0.00% | +814+13.9% | 加碼 |
| Prudential Financial Inc | 6,696 | $68.1 萬 | 0.00% | −1,196−15.2% | 減碼 |
| Engineers Gate Manager LP | 6,775 | $68.9 萬 | 0.03% | +4,414+187.0% | 加碼 |
| Handelsbanken Fonder AB | 6,900 | $70.1 萬 | 0.00% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 6,976 | $70.9 萬 | 0.41% | −1,353−16.2% | 減碼 |
| Virginia Retirement Systems Et Al | 7,000 | $71.2 萬 | 0.01% | −100−1.4% | 減碼 |
| Diversified Trust Co | 7,095 | $72.1 萬 | 0.03% | −1,325−15.7% | 減碼 |
| Aquatic Capital Management LLC | 7,100 | $72.2 萬 | 0.04% | +4,200+144.8% | 加碼 |
| Icon Wealth Partners, LLC | 7,105 | $72.2 萬 | 0.08% | −1,056−12.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 7,200 | $73.2 萬 | 0.01% | +200+2.9% | 加碼 |
| CWM, LLC | 7,197 | $73.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 7,122 | $73.3 萬 | 0.00% | +557+8.5% | 加碼 |
| Amalgamated Bank | 7,395 | $75.2 萬 | 0.01% | +634+9.4% | 加碼 |
| FDx Advisors, Inc. | 7,787 | $79.2 萬 | 0.04% | +4,215+118.0% | 加碼 |
| Jefferies Financial Group Inc. | 7,800 | $79.3 萬 | 0.02% | −9,170−54.0% | 減碼 |
| MML Investors Services, LLC | 7,989 | $81.2 萬 | 0.00% | −507−6.0% | 減碼 |
| Vancity Investment Management Ltd | 7,999 | $81.3 萬 | 0.10% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,545 | $86.9 萬 | 0.00% | +924+12.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 8,600 | $87.4 萬 | 0.01% | −5,773−40.2% | 減碼 |
| Empower Advisory Group, LLC | 8,683 | $88.3 萬 | 0.00% | +12+0.1% | 加碼 |
| Glenmede Trust Co NA | 8,755 | $89.7 萬 | 0.01% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 8,845 | $89.9 萬 | 0.18% | +8,845 | 新進 |
| Centiva Capital, LP | 9,452 | $96.1 萬 | 0.05% | +3,386+55.8% | 加碼 |
| Dark Forest Capital Management LP | 9,793 | $99.6 萬 | 0.10% | +9,793 | 新進 |
| Bell Bank | 10,401 | $105.7 萬 | 0.11% | −537−4.9% | 減碼 |
| Talbot Financial, LLC | 10,500 | $106.7 萬 | 0.18% | 00.0% | 不變 |
| Jump Financial, LLC | 10,699 | $108.8 萬 | 0.04% | +10,699 | 新進 |
| Alps Advisors Inc | 11,242 | $114.3 萬 | 0.01% | −308−2.7% | 減碼 |
| Commonwealth Equity Services, LLC | 11,599 | $117.9 萬 | 0.00% | −14−0.1% | 減碼 |
| Advisor Group Holdings, Inc. | 11,843 | $120.4 萬 | 0.00% | −2,365−16.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 12,550 | $127.6 萬 | 0.01% | −183,454−93.6% | 減碼 |
| Quadrature Capital Ltd | 12,628 | $128.4 萬 | 0.03% | +12,628 | 新進 |
| Vontobel Holding Ltd. | 12,872 | $130.9 萬 | 0.01% | −13,061−50.4% | 減碼 |
| Financial Counselors Inc | 13,064 | $132.8 萬 | 0.03% | 00.0% | 不變 |
| Moody National Bank Trust Division | 13,654 | $138.8 萬 | 0.10% | −700−4.9% | 減碼 |
| Arizona State Retirement System | 13,821 | $140.5 萬 | 0.01% | +428+3.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,890 | $141.2 萬 | 0.00% | −1,370−9.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 14,190 | $144.3 萬 | 0.03% | −487−3.3% | 減碼 |
| Natixis | 14,326 | $145.6 萬 | 0.01% | +14,326 | 新進 |
| Susquehanna International Group, LLP | 14,460 | $147.0 萬 | 0.00% | −44,734−75.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,108 | $153.6 萬 | 0.00% | −839−5.3% | 減碼 |
| Quantbot Technologies LP | 15,260 | $155.1 萬 | 0.10% | +15,060+7,530.0% | 加碼 |
| Calamos Advisors LLC | 15,937 | $162.0 萬 | 0.01% | −5,513−25.7% | 減碼 |
| Ensign Peak Advisors, Inc | 16,230 | $165.0 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 16,985 | $172.7 萬 | 0.01% | +2,828+20.0% | 加碼 |
| Mariner, LLC | 17,701 | $179.9 萬 | 0.00% | −307−1.7% | 減碼 |
| Cetera Advisor Networks LLC | 17,728 | $180.2 萬 | 0.01% | −1,041−5.5% | 減碼 |
| Azzad Asset Management Inc | 17,997 | $183.0 萬 | 0.25% | −90.0% | 減碼 |
| Assenagon Asset Management S.A. | 18,453 | $187.6 萬 | 0.01% | +18,453 | 新進 |
| Captrust Financial Advisors | 18,742 | $190.5 萬 | 0.01% | +473+2.6% | 加碼 |
| Barclays PLC | 18,972 | $192.9 萬 | 0.00% | −19,020−50.1% | 減碼 |
| Simplex Trading, LLC | 18,988 | $193.0 萬 | 0.08% | +18,988 | 新進 |
| Janney Montgomery Scott LLC | 19,016 | $193.3 萬 | 0.01% | −247−1.3% | 減碼 |
| Voya Investment Management LLC | 19,246 | $195.7 萬 | 0.00% | −96,560−83.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 19,880 | $202.1 萬 | 0.00% | +428+2.2% | 加碼 |
| Legacy Bridge, LLC | 20,334 | $206.7 萬 | 1.38% | +11,880+140.5% | 加碼 |
| George Kaiser Family Foundation | 21,574 | $219.3 萬 | 0.38% | −12,890−37.4% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 22,658 | $230.3 萬 | 0.21% | +1,646+7.8% | 加碼 |
| Janus Henderson Group PLC | 23,028 | $233.9 萬 | 0.00% | −21−0.1% | 減碼 |
| American International Group, Inc. | 23,555 | $239.5 萬 | 0.01% | +542+2.4% | 加碼 |
| Advisory Research Inc | 24,494 | $249.0 萬 | 0.32% | +763+3.2% | 加碼 |
| MetLife Investment Management | 25,785 | $262.1 萬 | 0.02% | +797+3.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 25,789 | $262.2 萬 | 0.22% | +637+2.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 26,751 | $272.0 萬 | 0.01% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 26,938 | $273.9 萬 | 0.02% | +1,800+7.2% | 加碼 |
| Mutual of America Capital Management LLC | 27,800 | $282.6 萬 | 0.03% | +27,800 | 新進 |