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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 4,884 | $49.5 萬 | 0.26% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,862 | $49.3 萬 | 0.02% | +821+20.3% | 加碼 |
| First Hawaiian Bank | 4,795 | $48.6 萬 | 0.02% | −40−0.8% | 減碼 |
| Tradition Wealth Management, LLC | 4,764 | $48.3 萬 | 0.06% | 00.0% | 不變 |
| Henshaw Capital LLC | 4,756 | $48.2 萬 | 0.03% | +4,756 | 新進 |
| Schroder Investment Management Group | 4,727 | $47.6 萬 | 0.00% | −274−5.5% | 減碼 |
| Creative Planning | 4,629 | $46.9 萬 | 0.00% | +1,374+42.2% | 加碼 |
| DC Investments Management, LLC | 4,559 | $46.2 萬 | 0.58% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,534 | $45.9 萬 | 0.13% | +5+0.1% | 加碼 |
| State of Wyoming | 4,527 | $45.9 萬 | 0.10% | +4,155+1,116.9% | 加碼 |
| Legato Capital Management LLC | 4,415 | $44.7 萬 | 0.06% | +4,415 | 新進 |
| Foster Group, Inc. | 4,368 | $44.3 萬 | 0.03% | +139+3.3% | 加碼 |
| MQS Management LLC | 4,154 | $42.1 萬 | 0.26% | +1,143+38.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,028 | $40.8 萬 | 0.01% | −413−9.3% | 減碼 |
| Xponance, Inc. | 3,839 | $38.9 萬 | 0.01% | −129−3.3% | 減碼 |
| Hantz Financial Services, Inc. | 3,828 | $38.8 萬 | 0.01% | −201−5.0% | 減碼 |
| JustInvest LLC | 3,813 | $38.6 萬 | 0.01% | +296+8.4% | 加碼 |
| Gilbert & Cook, Inc. | 3,679 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 3,619 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 3,600 | $36.5 萬 | 0.01% | +3,600 | 新進 |
| CenterBook Partners LP | 3,524 | $35.7 萬 | 0.04% | +3,524 | 新進 |
| Harvest Management LLC | 3,500 | $35.5 萬 | 0.20% | +500+16.7% | 加碼 |
| We Are One Seven, LLC | 3,476 | $35.2 萬 | 0.03% | −137−3.8% | 減碼 |
| New York Life Investment Management LLC | 3,471 | $35.2 萬 | 0.00% | −546−13.6% | 減碼 |
| Advisor Partners II, LLC | 3,447 | $34.9 萬 | 0.01% | +3,447 | 新進 |
| Aquatic Capital Management LLC | 3,400 | $34.5 萬 | 0.01% | −3,700−52.1% | 減碼 |
| Truist Financial Corp | 3,292 | $33.4 萬 | 0.00% | −145−4.2% | 減碼 |
| Hardy Reed LLC | 3,225 | $32.7 萬 | 0.06% | 00.0% | 不變 |
| Corton Capital Inc. | 3,178 | $32.2 萬 | 0.16% | −273−7.9% | 減碼 |
| Baron Wealth Management LLC | 3,146 | $31.9 萬 | 0.20% | +49+1.6% | 加碼 |
| Verition Fund Management LLC | 3,020 | $30.6 萬 | 0.00% | +355+13.3% | 加碼 |
| AtonRa Partners | 3,019 | $30.6 萬 | 0.64% | −771−20.3% | 減碼 |
| Baird Financial Group, Inc. | 3,010 | $30.5 萬 | 0.00% | −74−2.4% | 減碼 |
| Brinker Capital Investments, LLC | 2,975 | $30.1 萬 | 0.00% | −186−5.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 2,975 | $30.1 萬 | 0.00% | −186−5.9% | 減碼 |
| Blair William & Co | 2,967 | $30.1 萬 | 0.00% | +312+11.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,828 | $28.7 萬 | 0.00% | +600+26.9% | 加碼 |
| Metropolitan Life Insurance Co | 2,815 | $28.5 萬 | 0.01% | +143+5.4% | 加碼 |
| Vident Advisory, LLC | 2,809 | $28.5 萬 | 0.01% | +2,809 | 新進 |
| Qsemble Capital Management, LP | 2,775 | $28.1 萬 | 0.05% | +2,775 | 新進 |
| Mackenzie Financial Corp | 2,862 | $27.9 萬 | 0.00% | +2,862 | 新進 |
| Shell Asset Management Co | 2,702 | $27.4 萬 | 0.01% | −43−1.6% | 減碼 |
| GWM Advisors LLC | 2,567 | $26.0 萬 | 0.00% | +14+0.5% | 加碼 |
| Wealth Alliance | 2,499 | $25.3 萬 | 0.04% | −18−0.7% | 減碼 |
| Vinva Investment Management Ltd | 1,594 | $25.0 萬 | 0.02% | +1,594 | 新進 |
| Quantinno Capital Management LP | 2,468 | $25.0 萬 | 0.01% | +9+0.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 2,462 | $24.9 萬 | 0.00% | −50−2.0% | 減碼 |
| Summit Global Investments | 2,400 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 2,328 | $23.6 萬 | 0.00% | −43−1.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,312 | $23.4 萬 | 0.03% | −430−15.7% | 減碼 |
| American Century Companies Inc | 2,280 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 2,276 | $23.1 萬 | 0.07% | +30+1.3% | 加碼 |
| Parkside Financial Bank & Trust | 2,270 | $23.0 萬 | 0.05% | +201+9.7% | 加碼 |
| Stephenson National Bank & Trust | 2,213 | $22.4 萬 | 0.13% | −174−7.3% | 減碼 |
| Mercer Global Advisors Inc | 2,125 | $21.5 萬 | 0.00% | −94−4.2% | 減碼 |
| SRS Capital Advisors, Inc. | 2,117 | $21.5 萬 | 0.03% | +1,531+261.3% | 加碼 |
| Wedbush Securities Inc | 2,020 | $20.5 萬 | 0.01% | −10−0.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,015 | $20.4 萬 | 0.00% | +15+0.8% | 加碼 |
| Mission Wealth Management, LP | 2,000 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,938 | $19.6 萬 | 0.00% | −439−18.5% | 減碼 |
| Paladin Advisory Group, LLC | 1,857 | $18.8 萬 | 0.16% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,758 | $17.8 萬 | 0.01% | +853+94.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,668 | $16.9 萬 | 0.00% | −57−3.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,596 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,552 | $15.7 萬 | 0.00% | −20−1.3% | 減碼 |
| Franklin Resources Inc | 1,548 | $15.7 萬 | 0.00% | +323+26.4% | 加碼 |
| Nisa Investment Advisors, LLC | 1,450 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 1,300 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 1,275 | $12.9 萬 | 0.07% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,185 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 1,075 | $10.9 萬 | 0.02% | +175+19.4% | 加碼 |
| KBC Group NV | 1,038 | $10.5 萬 | 0.00% | +1,038 | 新進 |
| Benjamin Edwards Inc | 994 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 959 | $9.72 萬 | 0.00% | −4−0.4% | 減碼 |
| Walleye Trading LLC | 867 | $8.79 萬 | 0.00% | +867 | 新進 |
| Park Place Capital Corp | 857 | $8.68 萬 | 0.03% | 00.0% | 不變 |
| West Tower Group, LLC | 753 | $7.63 萬 | 0.04% | +753 | 新進 |
| Harbor Investment Advisory, LLC | 699 | $7.08 萬 | 0.01% | −480−40.7% | 減碼 |
| First Horizon Advisors, Inc. | 628 | $6.36 萬 | 0.00% | +29+4.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 536 | $5.40 萬 | 0.01% | +536 | 新進 |
| Abound Wealth Management | 500 | $5.07 萬 | 0.02% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 394 | $3.83 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 339 | $3.44 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 316 | $3.20 萬 | 0.00% | +79+33.3% | 加碼 |
| Quarry LP | 267 | $2.71 萬 | 0.02% | +267 | 新進 |
| Proequities, Inc. | 194 | $1.97 萬 | 0.00% | −32−14.2% | 減碼 |
| Arcadia Investment Management Corp | 188 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 186 | $1.90 萬 | 0.00% | −26−12.3% | 減碼 |
| Colonial Trust Co | 169 | $1.89 萬 | 0.00% | +61+56.5% | 加碼 |
| Cornerstone Planning Group LLC | 182 | $1.84 萬 | 0.01% | −80−30.5% | 減碼 |
| RiverPark Advisors, LLC | 181 | $1.83 萬 | 0.02% | +181 | 新進 |
| Huntington National Bank | 169 | $1.71 萬 | 0.00% | −6−3.4% | 減碼 |
| Sunbelt Securities, Inc. | 169 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 147 | $1.49 萬 | 0.00% | +5+3.5% | 加碼 |
| Venturi Wealth Management, LLC | 123 | $1.25 萬 | 0.00% | +123 | 新進 |
| Allworth Financial LP | 110 | $1.11 萬 | 0.00% | +90+450.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 111 | $1.10 萬 | 0.00% | −10−8.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 100 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 95 | $9,627 | 0.00% | +95 | 新進 |
| Covestor Ltd | 91 | $9,000 | 0.01% | −1−1.1% | 減碼 |