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 4 季 13F 持有人
Workiva Inc 在 2023/12/31 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
- 325
- 較 2023 年第 3 季 −3 家
- 持有股數
- 4,735 萬
- 較 2023 年第 3 季 +128.3 萬 (+2.8%)
- 總市值
- $48.1 億
- 較 2023 年第 3 季 +$1.24 億 (+2.6%)
- 新進機構
- 37
- 另有 114 家加碼
- 清倉機構
- 40
- 另有 126 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MQS Management LLC | 3,002 | $30.5 萬 | 0.17% | −1,152−27.7% | 減碼 |
| Xponance, Inc. | 3,019 | $30.7 萬 | 0.00% | −820−21.4% | 減碼 |
| Baron Wealth Management LLC | 3,144 | $31.9 萬 | 0.17% | −2−0.1% | 減碼 |
| Oracle Alpha Inc. | 3,200 | $32.5 萬 | 0.42% | +3,200 | 新進 |
| We Are One Seven, LLC | 3,204 | $32.5 萬 | 0.02% | −272−7.8% | 減碼 |
| Hardy Reed LLC | 3,210 | $32.6 萬 | 0.04% | −15−0.5% | 減碼 |
| Truist Financial Corp | 3,268 | $33.2 萬 | 0.00% | −24−0.7% | 減碼 |
| Blair William & Co | 3,302 | $33.5 萬 | 0.00% | +335+11.3% | 加碼 |
| New York Life Investment Management LLC | 3,371 | $34.2 萬 | 0.00% | −100−2.9% | 減碼 |
| JustInvest LLC | 3,396 | $34.5 萬 | 0.01% | −417−10.9% | 減碼 |
| Sonora Investment Management Group, LLC | 3,654 | $37.1 萬 | 0.03% | +35+1.0% | 加碼 |
| Gilbert & Cook, Inc. | 3,679 | $37.4 萬 | 0.05% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 3,681 | $37.4 萬 | 0.01% | −147−3.8% | 減碼 |
| Verition Fund Management LLC | 3,801 | $38.6 萬 | 0.00% | +781+25.9% | 加碼 |
| CenterBook Partners LP | 3,942 | $40.0 萬 | 0.05% | +418+11.9% | 加碼 |
| Formula Growth Ltd | 3,977 | $40.4 萬 | 0.13% | +3,977 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $40.6 萬 | 0.00% | −19,000−82.6% | 減碼 |
| First Hawaiian Bank | 4,050 | $41.1 萬 | 0.01% | −745−15.5% | 減碼 |
| Affinity Investment Advisors, LLC | 4,096 | $41.6 萬 | 0.28% | −2,840−40.9% | 減碼 |
| PEAK6 Investments LLC | 4,151 | $42.1 萬 | 0.02% | +4,151 | 新進 |
| Crossmark Global Holdings, Inc. | 4,169 | $42.3 萬 | 0.01% | +141+3.5% | 加碼 |
| Harvest Management LLC | 4,200 | $42.6 萬 | 0.48% | +700+20.0% | 加碼 |
| Creative Planning | 4,211 | $42.8 萬 | 0.00% | −418−9.0% | 減碼 |
| Foster Group, Inc. | 4,368 | $44.3 萬 | 0.03% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 4,398 | $44.7 萬 | 0.04% | +4,398 | 新進 |
| Transatlantique Private Wealth LLC | 4,496 | $45.6 萬 | 0.21% | −388−7.9% | 減碼 |
| DC Investments Management, LLC | 4,559 | $46.3 萬 | 0.47% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,563 | $46.3 萬 | 0.12% | +29+0.6% | 加碼 |
| FORA Capital, LLC | 4,677 | $47.5 萬 | 0.04% | +4,677 | 新進 |
| Henshaw Capital LLC | 4,756 | $48.3 萬 | 0.03% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 4,764 | $48.4 萬 | 0.05% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,003 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,024 | $51.0 萬 | 0.02% | +162+3.3% | 加碼 |
| Inspire Advisors, LLC | 5,024 | $51.0 萬 | 0.08% | +5,024 | 新進 |
| STRS Ohio | 5,100 | $51.7 萬 | 0.00% | −700−12.1% | 減碼 |
| Capstone Investment Advisors, LLC | 5,119 | $52.0 萬 | 0.01% | +1,519+42.2% | 加碼 |
| Schroder Investment Management Group | 5,188 | $54.0 萬 | 0.00% | +461+9.8% | 加碼 |
| Pathstone Holdings, LLC | 5,427 | $55.1 萬 | 0.00% | +5,427 | 新進 |
| Voya Financial Advisors, Inc. | 5,436 | $56.2 萬 | 0.07% | −27−0.5% | 減碼 |
| Teacher Retirement System of Texas | 5,570 | $56.6 萬 | 0.00% | +483+9.5% | 加碼 |
| Pictet Asset Management Holding SA | 5,712 | $58.0 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 5,735 | $58.2 萬 | 0.00% | +624+12.2% | 加碼 |
| Diversified Trust Co | 5,762 | $58.5 萬 | 0.02% | +244+4.4% | 加碼 |
| CWM, LLC | 6,043 | $61.4 萬 | 0.00% | −1,143−15.9% | 減碼 |
| Icon Wealth Advisors, LLC | 6,149 | $62.4 萬 | 0.06% | +6,149 | 新進 |
| FDx Advisors, Inc. | 6,152 | $62.5 萬 | 0.05% | −1,290−17.3% | 減碼 |
| Victory Capital Management Inc | 6,458 | $65.6 萬 | 0.00% | +1,257+24.2% | 加碼 |
| Versor Investments LP | 6,946 | $70.5 萬 | 0.14% | +6,946 | 新進 |
| Prudential Financial Inc | 7,138 | $72.5 萬 | 0.00% | −121−1.7% | 減碼 |
| Amalgamated Bank | 7,137 | $72.5 萬 | 0.01% | −320−4.3% | 減碼 |
| Park Avenue Securities LLC | 7,263 | $73.7 萬 | 0.01% | −576−7.3% | 減碼 |
| Corton Capital Inc. | 7,316 | $74.3 萬 | 0.24% | +4,138+130.2% | 加碼 |
| Virtu Financial LLC | 7,454 | $75.7 萬 | 0.06% | +7,454 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,588 | $77.0 萬 | 0.00% | +7,588 | 新進 |
| Tower Research Capital LLC (TRC) | 7,598 | $77.1 萬 | 0.01% | +5,840+332.2% | 加碼 |
| Handelsbanken Fonder AB | 8,000 | $81.2 萬 | 0.00% | +1,100+15.9% | 加碼 |
| Bank of Montreal | 7,922 | $82.4 萬 | 0.00% | +605+8.3% | 加碼 |
| MML Investors Services, LLC | 8,216 | $83.4 萬 | 0.00% | +388+5.0% | 加碼 |
| Aigen Investment Management, LP | 8,260 | $83.9 萬 | 0.15% | +8,260 | 新進 |
| Empower Advisory Group, LLC | 8,521 | $86.5 萬 | 0.00% | −140−1.6% | 減碼 |
| ProShare Advisors LLC | 8,678 | $88.1 萬 | 0.00% | +1,998+29.9% | 加碼 |
| ExodusPoint Capital Management, LP | 8,938 | $90.7 萬 | 0.01% | +8,938 | 新進 |
| Glenmede Trust Co NA | 8,965 | $91.0 萬 | 0.00% | −1,915−17.6% | 減碼 |
| Petrus Trust Company, LTA | 9,038 | $91.8 萬 | 0.09% | +1,447+19.1% | 加碼 |
| Vancity Investment Management Ltd | 9,112 | $92.5 萬 | 0.14% | +1,113+13.9% | 加碼 |
| Bell Bank | 9,139 | $92.8 萬 | 0.09% | −835−8.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,189 | $93.3 萬 | 0.00% | −343−3.6% | 減碼 |
| Quadrature Capital Ltd | 9,304 | $94.4 萬 | 0.02% | −12,661−57.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,732 | $98.8 萬 | 0.19% | +1,059+12.2% | 加碼 |
| Semanteon Capital Management, LP | 9,812 | $99.6 萬 | 0.67% | +9,812 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,195 | $103.5 萬 | 0.00% | +261+2.6% | 加碼 |
| Talbot Financial, LLC | 10,500 | $106.6 萬 | 0.16% | 00.0% | 不變 |
| Holocene Advisors, LP | 10,659 | $108.2 萬 | 0.00% | +10,659 | 新進 |
| Commonwealth Equity Services, LLC | 10,749 | $109.1 萬 | 0.00% | −292−2.6% | 減碼 |
| Advisor Group Holdings, Inc. | 11,127 | $112.9 萬 | 0.00% | −5,567−33.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 11,314 | $114.9 萬 | 0.01% | +11,314 | 新進 |
| Natixis | 11,730 | $119.1 萬 | 0.01% | −296−2.5% | 減碼 |
| Trust Point Inc. | 12,325 | $125.1 萬 | 0.10% | +12,325 | 新進 |
| Advisory Research Inc | 12,666 | $128.6 萬 | 0.20% | −11,871−48.4% | 減碼 |
| Financial Counselors Inc | 13,064 | $132.6 萬 | 0.02% | 00.0% | 不變 |
| Arizona State Retirement System | 13,231 | $134.3 萬 | 0.01% | −875−6.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,970 | $141.8 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 14,559 | $147.8 萬 | 0.16% | −831−5.4% | 減碼 |
| Vontobel Holding Ltd. | 14,928 | $151.6 萬 | 0.01% | −462−3.0% | 減碼 |
| Los Angeles Capital Management LLC | 16,064 | $163.1 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 16,926 | $171.8 萬 | 0.01% | −1,474−8.0% | 減碼 |
| Ensign Peak Advisors, Inc | 16,930 | $171.9 萬 | 0.00% | +700+4.3% | 加碼 |
| Cetera Advisor Networks LLC | 16,984 | $172.4 萬 | 0.01% | −49−0.3% | 減碼 |
| Twinbeech Capital LP | 17,014 | $172.7 萬 | 0.03% | +17,014 | 新進 |
| Moody National Bank Trust Division | 17,404 | $176.7 萬 | 0.14% | 00.0% | 不變 |
| Quantbot Technologies LP | 17,554 | $178.2 萬 | 0.10% | +10,257+140.6% | 加碼 |
| Avantax Planning Partners, Inc. | 17,755 | $180.3 萬 | 0.07% | +9+0.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 17,767 | $180.4 萬 | 0.07% | +17,767 | 新進 |
| Azzad Asset Management Inc | 17,933 | $182.1 萬 | 0.23% | −38−0.2% | 減碼 |
| LPL Financial LLC | 18,733 | $190.2 萬 | 0.00% | −2,041−9.8% | 減碼 |
| Janney Montgomery Scott LLC | 19,114 | $194.0 萬 | 0.01% | +82+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 19,992 | $203.0 萬 | 0.00% | +5,922+42.1% | 加碼 |
| Legacy Bridge, LLC | 20,264 | $205.7 萬 | 1.33% | −70−0.3% | 減碼 |
| Captrust Financial Advisors | 20,865 | $211.8 萬 | 0.01% | +775+3.9% | 加碼 |
| Mariner, LLC | 21,024 | $213.5 萬 | 0.01% | +3,256+18.3% | 加碼 |