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。
2024 年第 1 季 13F 持有人
Workiva Inc 在 2024/3/31 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
- 302
- 較 2023 年第 4 季 −21 家
- 持有股數
- 4,749 萬
- 較 2023 年第 4 季 +14.8 萬 (+0.3%)
- 總市值
- $40.3 億
- 較 2023 年第 4 季 −$7.75 億 (−16.1%)
- 新進機構
- 34
- 另有 111 家加碼
- 清倉機構
- 55
- 另有 121 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Portfolio Strategies, Inc. | 3,425 | $29.0 萬 | 0.02% | +3,425 | 新進 |
| HSBC Holdings PLC | 3,434 | $29.1 萬 | 0.00% | +3,434 | 新進 |
| STRS Ohio | 3,500 | $29.6 萬 | 0.00% | −1,600−31.4% | 減碼 |
| JustInvest LLC | 3,548 | $30.1 萬 | 0.01% | +152+4.5% | 加碼 |
| Hantz Financial Services, Inc. | 3,611 | $30.6 萬 | 0.01% | −70−1.9% | 減碼 |
| Sonora Investment Management Group, LLC | 3,654 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,679 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Nebula Research & Development LLC | 3,765 | $31.9 萬 | 0.07% | +3,765 | 新進 |
| SRS Capital Advisors, Inc. | 4,055 | $34.4 萬 | 0.04% | +1,911+89.1% | 加碼 |
| Foster Group, Inc. | 4,073 | $34.5 萬 | 0.02% | −295−6.8% | 減碼 |
| Harvest Management LLC | 4,256 | $36.1 萬 | 0.31% | +56+1.3% | 加碼 |
| Transatlantique Private Wealth LLC | 4,278 | $36.3 萬 | 0.16% | −218−4.8% | 減碼 |
| Cerity Partners LLC | 4,341 | $36.8 萬 | 0.00% | +4,341 | 新進 |
| HRT Financial LP | 4,406 | $37.3 萬 | 0.00% | +4,406 | 新進 |
| Verition Fund Management LLC | 4,444 | $37.7 萬 | 0.00% | +643+16.9% | 加碼 |
| Sage Rhino Capital LLC | 4,529 | $38.4 萬 | 0.09% | −34−0.7% | 減碼 |
| DC Investments Management, LLC | 4,559 | $38.7 萬 | 0.33% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,727 | $40.1 萬 | 0.01% | +558+13.4% | 加碼 |
| Henshaw Capital LLC | 4,756 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| RIA Advisory Group LLC | 4,761 | $40.4 萬 | 0.16% | +4,761 | 新進 |
| Tradition Wealth Management, LLC | 4,764 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| Woodline Partners LP | 4,787 | $40.6 萬 | 0.00% | −29,025−85.8% | 減碼 |
| Prudential Financial Inc | 4,867 | $41.3 萬 | 0.00% | −2,271−31.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $42.4 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,024 | $42.6 萬 | 0.01% | 00.0% | 不變 |
| Citadel Advisors LLC | 5,043 | $42.8 萬 | 0.00% | −35,959−87.7% | 減碼 |
| Voya Financial Advisors, Inc. | 5,233 | $44.2 萬 | 0.05% | −203−3.7% | 減碼 |
| FORA Capital, LLC | 5,478 | $46.5 萬 | 0.04% | +801+17.1% | 加碼 |
| Point72 (DIFC) Ltd | 5,546 | $47.0 萬 | 0.04% | +5,546 | 新進 |
| Icon Wealth Advisors, LLC | 5,586 | $47.4 萬 | 0.04% | −563−9.2% | 減碼 |
| Creative Planning | 5,732 | $48.6 萬 | 0.00% | +1,521+36.1% | 加碼 |
| Pictet Asset Management Holding SA | 5,880 | $49.9 萬 | 0.00% | +168+2.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,935 | $50.3 萬 | 0.04% | +1,537+34.9% | 加碼 |
| CWM, LLC | 6,047 | $51.3 萬 | 0.00% | +4+0.1% | 加碼 |
| FDx Advisors, Inc. | 6,139 | $52.1 萬 | 0.08% | −13−0.2% | 減碼 |
| Mercer Global Advisors Inc | 1,966 | $52.5 萬 | 0.00% | −79−3.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 6,608 | $56.0 萬 | 0.07% | −3,124−32.1% | 減碼 |
| Principal Financial Group Inc | 6,686 | $56.7 萬 | 0.00% | +951+16.6% | 加碼 |
| Commonwealth Equity Services, LLC | 6,888 | $58.4 萬 | 0.00% | −3,861−35.9% | 減碼 |
| Corton Capital Inc. | 6,986 | $59.2 萬 | 0.22% | −330−4.5% | 減碼 |
| Fox Run Management, L.L.C. | 7,074 | $60.0 萬 | 0.13% | +7,074 | 新進 |
| Park Avenue Securities LLC | 7,170 | $60.8 萬 | 0.01% | −93−1.3% | 減碼 |
| Bank of Montreal | 7,663 | $65.7 萬 | 0.00% | −259−3.3% | 減碼 |
| Schroder Investment Management Group | 7,860 | $66.7 萬 | 0.00% | +2,672+51.5% | 加碼 |
| Bell Bank | 7,990 | $67.8 萬 | 0.06% | −1,149−12.6% | 減碼 |
| Handelsbanken Fonder AB | 8,000 | $67.8 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 8,512 | $72.2 萬 | 0.00% | +296+3.6% | 加碼 |
| Empower Advisory Group, LLC | 8,521 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 8,978 | $76.1 萬 | 0.00% | −211−2.3% | 減碼 |
| Marshall Wace, LLP | 9,050 | $76.7 萬 | 0.00% | +9,050 | 新進 |
| Numerai GP LLC | 9,524 | $80.8 萬 | 0.35% | −32,749−77.5% | 減碼 |
| ProShare Advisors LLC | 9,566 | $81.1 萬 | 0.00% | +888+10.2% | 加碼 |
| Victory Capital Management Inc | 10,170 | $86.2 萬 | 0.00% | +3,712+57.5% | 加碼 |
| Glenmede Trust Co NA | 10,239 | $86.8 萬 | 0.00% | +1,274+14.2% | 加碼 |
| Talbot Financial, LLC | 10,500 | $89.0 萬 | 0.12% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 10,594 | $89.8 萬 | 0.08% | +1,556+17.2% | 加碼 |
| Captrust Financial Advisors | 10,875 | $92.2 萬 | 0.00% | −9,990−47.9% | 減碼 |
| Diversified Trust Co | 11,410 | $96.8 萬 | 0.03% | +5,648+98.0% | 加碼 |
| Aigen Investment Management, LP | 12,239 | $103.8 萬 | 0.23% | +3,979+48.2% | 加碼 |
| Occudo Quantitative Strategies LP | 12,526 | $106.2 萬 | 0.19% | −35,537−73.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 12,552 | $106.4 萬 | 0.01% | −11,784−48.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,039 | $110.6 萬 | 0.12% | −1,520−10.4% | 減碼 |
| Arizona State Retirement System | 13,107 | $111.1 萬 | 0.01% | −124−0.9% | 減碼 |
| Financial Counselors Inc | 13,142 | $111.4 萬 | 0.02% | +78+0.6% | 加碼 |
| Vancity Investment Management Ltd | 13,428 | $113.8 萬 | 0.14% | +4,316+47.4% | 加碼 |
| Vontobel Holding Ltd. | 14,245 | $120.8 萬 | 0.01% | −683−4.6% | 減碼 |
| Semanteon Capital Management, LP | 14,807 | $125.6 萬 | 0.80% | +4,995+50.9% | 加碼 |
| SG Americas Securities, LLC | 14,935 | $126.6 萬 | 0.01% | +13,882+1,318.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 15,880 | $134.7 萬 | 0.01% | +4,566+40.4% | 加碼 |
| Los Angeles Capital Management LLC | 16,109 | $136.6 萬 | 0.00% | +45+0.3% | 加碼 |
| Ensign Peak Advisors, Inc | 16,117 | $136.7 萬 | 0.00% | −813−4.8% | 減碼 |
| Assenagon Asset Management S.A. | 16,707 | $141.7 萬 | 0.00% | −219−1.3% | 減碼 |
| Trust Point Inc. | 16,910 | $143.4 萬 | 0.11% | +4,585+37.2% | 加碼 |
| Dimensional Fund Advisors LP | 17,609 | $149.3 萬 | 0.00% | −7,326−29.4% | 減碼 |
| Avantax Planning Partners, Inc. | 17,746 | $150.5 萬 | 0.05% | −9−0.1% | 減碼 |
| Azzad Asset Management Inc | 17,871 | $151.5 萬 | 0.18% | −62−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 15,260 | $156.3 萬 | 0.00% | +1,290+9.2% | 加碼 |
| Legacy Bridge, LLC | 19,164 | $162.5 萬 | 0.95% | −1,100−5.4% | 減碼 |
| Cetera Investment Advisers | 19,215 | $162.9 萬 | 0.00% | +19,215 | 新進 |
| US Bancorp | 19,254 | $163.3 萬 | 0.00% | −4,391−18.6% | 減碼 |
| LPL Financial LLC | 19,410 | $164.6 萬 | 0.00% | +677+3.6% | 加碼 |
| Moody National Bank Trust Division | 19,734 | $167.3 萬 | 0.13% | +2,330+13.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 19,845 | $168.3 萬 | 0.00% | −147−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 19,935 | $169.0 萬 | 0.01% | +821+4.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,390 | $172.9 萬 | 0.01% | +10,195+100.0% | 加碼 |
| Mariner, LLC | 20,686 | $175.4 萬 | 0.00% | −338−1.6% | 減碼 |
| CenterBook Partners LP | 21,775 | $184.7 萬 | 0.13% | +17,833+452.4% | 加碼 |
| Janus Henderson Group PLC | 23,008 | $195.0 萬 | 0.00% | +100.0% | 加碼 |
| Mutual of America Capital Management LLC | 23,619 | $200.3 萬 | 0.02% | −1,919−7.5% | 減碼 |
| Wells Fargo & Company | 23,687 | $200.9 萬 | 0.00% | +930+4.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 24,443 | $207.3 萬 | 0.14% | −283−1.1% | 減碼 |
| American International Group, Inc. | 24,516 | $207.9 萬 | 0.01% | −211−0.9% | 減碼 |
| Citigroup Inc | 24,542 | $208.1 萬 | 0.00% | −7,759−24.0% | 減碼 |
| Two Sigma Investments, LP | 24,900 | $211.2 萬 | 0.01% | −28,539−53.4% | 減碼 |
| MetLife Investment Management | 25,286 | $214.4 萬 | 0.01% | −499−1.9% | 減碼 |
| Pathstone Holdings, LLC | 25,876 | $219.4 萬 | 0.01% | +20,449+376.8% | 加碼 |
| Invesco Ltd. | 26,330 | $223.3 萬 | 0.00% | −964,873−97.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 27,137 | $230.1 萬 | 0.65% | −1,255−4.4% | 減碼 |
| HighTower Advisors, LLC | 27,301 | $231.8 萬 | 0.00% | −510−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 28,841 | $244.6 萬 | 0.00% | +1,966+7.3% | 加碼 |