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 3 季 13F 持有人
Workiva Inc 在 2023/9/30 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
- 333
- 較 2023 年第 2 季 +29 家
- 持有股數
- 4,609 萬
- 較 2023 年第 2 季 +95.6 萬 (+2.1%)
- 總市值
- $46.9 億
- 較 2023 年第 2 季 +$9,790 萬 (+2.1%)
- 新進機構
- 53
- 另有 109 家加碼
- 清倉機構
- 24
- 另有 114 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 3,010 | $30.5 萬 | 0.00% | −74−2.4% | 減碼 |
| AtonRa Partners | 3,019 | $30.6 萬 | 0.64% | −771−20.3% | 減碼 |
| Verition Fund Management LLC | 3,020 | $30.6 萬 | 0.00% | +355+13.3% | 加碼 |
| Baron Wealth Management LLC | 3,146 | $31.9 萬 | 0.20% | +49+1.6% | 加碼 |
| Corton Capital Inc. | 3,178 | $32.2 萬 | 0.16% | −273−7.9% | 減碼 |
| Hardy Reed LLC | 3,225 | $32.7 萬 | 0.06% | 00.0% | 不變 |
| Truist Financial Corp | 3,292 | $33.4 萬 | 0.00% | −145−4.2% | 減碼 |
| Aquatic Capital Management LLC | 3,400 | $34.5 萬 | 0.01% | −3,700−52.1% | 減碼 |
| Advisor Partners II, LLC | 3,447 | $34.9 萬 | 0.01% | +3,447 | 新進 |
| New York Life Investment Management LLC | 3,471 | $35.2 萬 | 0.00% | −546−13.6% | 減碼 |
| We Are One Seven, LLC | 3,476 | $35.2 萬 | 0.03% | −137−3.8% | 減碼 |
| Harvest Management LLC | 3,500 | $35.5 萬 | 0.20% | +500+16.7% | 加碼 |
| CenterBook Partners LP | 3,524 | $35.7 萬 | 0.04% | +3,524 | 新進 |
| Capstone Investment Advisors, LLC | 3,600 | $36.5 萬 | 0.01% | +3,600 | 新進 |
| Sonora Investment Management Group, LLC | 3,619 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,679 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| JustInvest LLC | 3,813 | $38.6 萬 | 0.01% | +296+8.4% | 加碼 |
| Hantz Financial Services, Inc. | 3,828 | $38.8 萬 | 0.01% | −201−5.0% | 減碼 |
| Xponance, Inc. | 3,839 | $38.9 萬 | 0.01% | −129−3.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,028 | $40.8 萬 | 0.01% | −413−9.3% | 減碼 |
| MQS Management LLC | 4,154 | $42.1 萬 | 0.26% | +1,143+38.0% | 加碼 |
| Foster Group, Inc. | 4,368 | $44.3 萬 | 0.03% | +139+3.3% | 加碼 |
| Legato Capital Management LLC | 4,415 | $44.7 萬 | 0.06% | +4,415 | 新進 |
| State of Wyoming | 4,527 | $45.9 萬 | 0.10% | +4,155+1,116.9% | 加碼 |
| Sage Rhino Capital LLC | 4,534 | $45.9 萬 | 0.13% | +5+0.1% | 加碼 |
| DC Investments Management, LLC | 4,559 | $46.2 萬 | 0.58% | 00.0% | 不變 |
| Creative Planning | 4,629 | $46.9 萬 | 0.00% | +1,374+42.2% | 加碼 |
| Schroder Investment Management Group | 4,727 | $47.6 萬 | 0.00% | −274−5.5% | 減碼 |
| Henshaw Capital LLC | 4,756 | $48.2 萬 | 0.03% | +4,756 | 新進 |
| Tradition Wealth Management, LLC | 4,764 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| First Hawaiian Bank | 4,795 | $48.6 萬 | 0.02% | −40−0.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,862 | $49.3 萬 | 0.02% | +821+20.3% | 加碼 |
| Transatlantique Private Wealth LLC | 4,884 | $49.5 萬 | 0.26% | 00.0% | 不變 |
| RIA Advisory Group LLC | 4,969 | $50.4 萬 | 0.23% | +682+15.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $50.7 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 5,087 | $51.6 萬 | 0.00% | +1,367+36.7% | 加碼 |
| Principal Financial Group Inc | 5,111 | $51.8 萬 | 0.00% | −666−11.5% | 減碼 |
| Victory Capital Management Inc | 5,201 | $52.7 萬 | 0.00% | +136+2.7% | 加碼 |
| Voya Financial Advisors, Inc. | 5,463 | $55.0 萬 | 0.07% | −87−1.6% | 減碼 |
| Diversified Trust Co | 5,518 | $55.9 萬 | 0.02% | −1,577−22.2% | 減碼 |
| Jefferies Financial Group Inc. | 5,671 | $57.5 萬 | 0.01% | −2,129−27.3% | 減碼 |
| Pictet Asset Management Holding SA | 5,712 | $57.9 萬 | 0.00% | +5,712 | 新進 |
| STRS Ohio | 5,800 | $58.7 萬 | 0.00% | +500+9.4% | 加碼 |
| Inceptionr LLC | 5,893 | $59.7 萬 | 0.34% | +5,893 | 新進 |
| Gotham Asset Management, LLC | 6,002 | $60.8 萬 | 0.01% | +6,002 | 新進 |
| First Republic Investment Management, Inc. | 6,527 | $66.1 萬 | 0.00% | +147+2.3% | 加碼 |
| XTX Topco Ltd | 6,601 | $66.9 萬 | 0.11% | +6,601 | 新進 |
| ProShare Advisors LLC | 6,680 | $67.7 萬 | 0.00% | +25+0.4% | 加碼 |
| Virginia Retirement Systems Et Al | 6,800 | $68.9 萬 | 0.01% | −200−2.9% | 減碼 |
| Jump Financial, LLC | 6,812 | $69.0 萬 | 0.03% | −3,887−36.3% | 減碼 |
| Handelsbanken Fonder AB | 6,900 | $69.9 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 6,925 | $70.2 萬 | 0.08% | −180−2.5% | 減碼 |
| Affinity Investment Advisors, LLC | 6,936 | $70.3 萬 | 0.45% | −40−0.6% | 減碼 |
| CWM, LLC | 7,186 | $72.8 萬 | 0.00% | −11−0.2% | 減碼 |
| Prudential Financial Inc | 7,259 | $73.4 萬 | 0.00% | +563+8.4% | 加碼 |
| Quantbot Technologies LP | 7,297 | $73.9 萬 | 0.05% | −7,963−52.2% | 減碼 |
| FDx Advisors, Inc. | 7,442 | $75.4 萬 | 0.06% | −345−4.4% | 減碼 |
| Amalgamated Bank | 7,457 | $75.6 萬 | 0.01% | +62+0.8% | 加碼 |
| Petrus Trust Company, LTA | 7,591 | $76.9 萬 | 0.08% | +3,573+88.9% | 加碼 |
| MML Investors Services, LLC | 7,828 | $79.3 萬 | 0.00% | −161−2.0% | 減碼 |
| Park Avenue Securities LLC | 7,839 | $79.4 萬 | 0.01% | +7,839 | 新進 |
| Eisler Capital (US) LLC | 7,930 | $80.4 萬 | 0.30% | +7,930 | 新進 |
| Boothbay Fund Management, LLC | 7,942 | $80.5 萬 | 0.03% | +7,942 | 新進 |
| Vancity Investment Management Ltd | 7,999 | $81.1 萬 | 0.11% | 00.0% | 不變 |
| Bank of Montreal | 7,317 | $82.3 萬 | 0.00% | +195+2.7% | 加碼 |
| Empower Advisory Group, LLC | 8,661 | $87.8 萬 | 0.00% | −22−0.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,673 | $87.9 萬 | 0.19% | −172−1.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,532 | $96.6 萬 | 0.00% | +9,532 | 新進 |
| HBK Investments L P | 9,879 | $100.1 萬 | 0.02% | +9,879 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,934 | $100.7 萬 | 0.00% | +1,389+16.3% | 加碼 |
| Bell Bank | 9,974 | $101.1 萬 | 0.11% | −427−4.1% | 減碼 |
| Acadian Asset Management LLC | 10,070 | $101.8 萬 | 0.00% | +10,070 | 新進 |
| Talbot Financial, LLC | 10,500 | $106.4 萬 | 0.19% | 00.0% | 不變 |
| HRT Financial LP | 10,814 | $109.5 萬 | 0.01% | +10,814 | 新進 |
| Calamos Advisors LLC | 10,837 | $109.8 萬 | 0.01% | −5,100−32.0% | 減碼 |
| Glenmede Trust Co NA | 10,880 | $110.3 萬 | 0.01% | +2,125+24.3% | 加碼 |
| Commonwealth Equity Services, LLC | 11,041 | $111.9 萬 | 0.00% | −558−4.8% | 減碼 |
| Engineers Gate Manager LP | 11,084 | $112.3 萬 | 0.04% | +4,309+63.6% | 加碼 |
| Natixis | 12,026 | $121.9 萬 | 0.01% | −2,300−16.1% | 減碼 |
| HSBC Holdings PLC | 12,233 | $124.6 萬 | 0.00% | +6,585+116.6% | 加碼 |
| Financial Counselors Inc | 13,064 | $132.4 萬 | 0.03% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 13,970 | $141.6 萬 | 0.00% | +80+0.6% | 加碼 |
| Jane Street Group, LLC | 14,043 | $142.3 萬 | 0.00% | −62,760−81.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 14,070 | $142.6 萬 | 0.00% | −1,038−6.9% | 減碼 |
| Arizona State Retirement System | 14,106 | $143.0 萬 | 0.01% | +285+2.1% | 加碼 |
| BlueCrest Capital Management Ltd | 14,818 | $150.2 萬 | 0.23% | +14,818 | 新進 |
| AQR Capital Management LLC | 14,876 | $150.8 萬 | 0.00% | +14,876 | 新進 |
| Vontobel Holding Ltd. | 15,390 | $156.0 萬 | 0.01% | +2,518+19.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,390 | $156.0 萬 | 0.16% | +13,379+665.3% | 加碼 |
| Los Angeles Capital Management LLC | 16,064 | $162.8 萬 | 0.01% | −921−5.4% | 減碼 |
| Balyasny Asset Management LLC | 16,086 | $163.0 萬 | 0.00% | −19,644−55.0% | 減碼 |
| Ensign Peak Advisors, Inc | 16,230 | $164.5 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 16,286 | $165.0 萬 | 0.00% | +16,286 | 新進 |
| DekaBank Deutsche Girozentrale | 16,469 | $165.6 萬 | 0.00% | +16,469 | 新進 |
| Advisor Group Holdings, Inc. | 16,694 | $169.2 萬 | 0.00% | +4,851+41.0% | 加碼 |
| Cetera Advisor Networks LLC | 17,033 | $172.6 萬 | 0.01% | −695−3.9% | 減碼 |
| Moody National Bank Trust Division | 17,404 | $176.4 萬 | 0.11% | +3,750+27.5% | 加碼 |
| Avantax Planning Partners, Inc. | 17,746 | $179.8 萬 | 0.08% | +17,746 | 新進 |
| Mariner, LLC | 17,768 | $180.1 萬 | 0.00% | +67+0.4% | 加碼 |
| Azzad Asset Management Inc | 17,971 | $182.1 萬 | 0.26% | −26−0.1% | 減碼 |