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 2 季 13F 持有人
Workiva Inc 在 2024/6/30 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
- 300
- 較 2024 年第 1 季 +3 家
- 持有股數
- 4,679 萬
- 較 2024 年第 1 季 −51.5 萬 (−1.1%)
- 總市值
- $34.2 億
- 較 2024 年第 1 季 −$6.01 億 (−15.0%)
- 新進機構
- 44
- 另有 111 家加碼
- 清倉機構
- 41
- 另有 110 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harvest Management LLC | 3,900 | $28.5 萬 | 0.23% | −356−8.4% | 減碼 |
| Foster Group, Inc. | 4,072 | $29.7 萬 | 0.01% | −10.0% | 減碼 |
| Bank of Montreal | 4,075 | $29.8 萬 | 0.00% | −3,588−46.8% | 減碼 |
| Sonora Investment Management Group, LLC | 3,654 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | 4,308 | $31.4 萬 | 0.00% | +2,025+88.7% | 加碼 |
| Capstone Investment Advisors, LLC | 4,341 | $31.7 萬 | 0.01% | +4,341 | 新進 |
| JustInvest LLC | 4,378 | $32.0 萬 | 0.01% | +830+23.4% | 加碼 |
| Sage Rhino Capital LLC | 4,508 | $32.9 萬 | 0.08% | −21−0.5% | 減碼 |
| DC Investments Management, LLC | 4,559 | $33.3 萬 | 0.28% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 4,574 | $33.7 萬 | 0.03% | −1,012−18.1% | 減碼 |
| Tradition Wealth Management, LLC | 4,764 | $34.8 萬 | 0.03% | 00.0% | 不變 |
| Henshaw Capital LLC | 4,813 | $35.1 萬 | 0.02% | +57+1.2% | 加碼 |
| Algert Global LLC | 4,870 | $35.5 萬 | 0.01% | +4,870 | 新進 |
| Virtu Financial LLC | 4,878 | $35.6 萬 | 0.02% | +4,878 | 新進 |
| Crossmark Global Holdings, Inc. | 4,910 | $35.8 萬 | 0.01% | +183+3.9% | 加碼 |
| Atria Investments LLC | 4,998 | $36.5 萬 | 0.00% | +4,998 | 新進 |
| Public Employees Retirement Association of Colorado | 5,003 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,024 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 5,120 | $37.4 萬 | 0.00% | −2,050−28.6% | 減碼 |
| Voya Financial Advisors, Inc. | 5,096 | $37.5 萬 | 0.04% | −137−2.6% | 減碼 |
| Transatlantique Private Wealth LLC | 5,590 | $40.2 萬 | 0.16% | +1,312+30.7% | 加碼 |
| Corton Capital Inc. | 5,519 | $40.3 萬 | 0.21% | −1,467−21.0% | 減碼 |
| Glenmede Trust Co NA | 5,627 | $41.1 萬 | 0.00% | −4,612−45.0% | 減碼 |
| Pictet Asset Management Holding SA | 5,732 | $41.8 萬 | 0.00% | −148−2.5% | 減碼 |
| Verition Fund Management LLC | 5,994 | $43.8 萬 | 0.00% | +1,550+34.9% | 加碼 |
| Victory Capital Management Inc | 6,251 | $45.6 萬 | 0.00% | −3,919−38.5% | 減碼 |
| Inceptionr LLC | 6,256 | $45.7 萬 | 0.13% | +6,256 | 新進 |
| CWM, LLC | 6,306 | $46.0 萬 | 0.00% | +259+4.3% | 加碼 |
| Bell Bank | 6,574 | $48.0 萬 | 0.04% | −1,416−17.7% | 減碼 |
| Bayesian Capital Management, LP | 6,600 | $48.2 萬 | 0.06% | +6,600 | 新進 |
| MML Investors Services, LLC | 6,781 | $49.5 萬 | 0.00% | −1,731−20.3% | 減碼 |
| Principal Financial Group Inc | 6,823 | $49.8 萬 | 0.00% | +137+2.0% | 加碼 |
| Commonwealth Equity Services, LLC | 6,862 | $50.1 萬 | 0.00% | −26−0.4% | 減碼 |
| Creative Planning | 6,876 | $50.2 萬 | 0.00% | +1,144+20.0% | 加碼 |
| Prudential Financial Inc | 6,916 | $50.5 萬 | 0.00% | +2,049+42.1% | 加碼 |
| Voloridge Investment Management, LLC | 7,122 | $52.0 萬 | 0.00% | +7,122 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 7,167 | $52.3 萬 | 0.00% | −1,811−20.2% | 減碼 |
| ProShare Advisors LLC | 7,251 | $52.9 萬 | 0.00% | −2,315−24.2% | 減碼 |
| Schroder Investment Management Group | 7,528 | $55.3 萬 | 0.00% | −332−4.2% | 減碼 |
| Point72 (DIFC) Ltd | 7,780 | $56.8 萬 | 0.05% | +2,234+40.3% | 加碼 |
| Simplex Trading, LLC | 8,101 | $59.1 萬 | 0.02% | +8,049+15,478.8% | 加碼 |
| Legacy Bridge, LLC | 8,454 | $61.7 萬 | 0.36% | −10,710−55.9% | 減碼 |
| Empower Advisory Group, LLC | 8,521 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 8,891 | $64.9 萬 | 0.05% | +2,283+34.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 9,487 | $69.2 萬 | 0.06% | +9,487 | 新進 |
| Talbot Financial, LLC | 10,500 | $76.6 萬 | 0.10% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,556 | $77.0 萬 | 0.00% | −9,834−48.2% | 減碼 |
| Handelsbanken Fonder AB | 11,200 | $81.7 萬 | 0.00% | +3,200+40.0% | 加碼 |
| XTX Topco Ltd | 11,412 | $83.3 萬 | 0.07% | +11,412 | 新進 |
| Diversified Trust Co | 11,508 | $84.0 萬 | 0.02% | +98+0.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,473 | $84.3 萬 | 0.00% | −338,316−96.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 11,593 | $84.6 萬 | 0.05% | +11,593 | 新進 |
| Mirabella Financial Services LLP | 11,749 | $85.8 萬 | 0.06% | +11,749 | 新進 |
| Captrust Financial Advisors | 12,428 | $90.7 萬 | 0.00% | +1,553+14.3% | 加碼 |
| Petrus Trust Company, LTA | 13,241 | $96.6 萬 | 0.09% | +2,647+25.0% | 加碼 |
| Arizona State Retirement System | 13,532 | $98.8 萬 | 0.01% | +425+3.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,540 | $98.8 萬 | 0.00% | −1,720−11.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,578 | $99.1 萬 | 0.02% | +13,089+2,676.7% | 加碼 |
| Moody National Bank Trust Division | 13,958 | $101.9 萬 | 0.08% | −5,776−29.3% | 減碼 |
| HSBC Holdings PLC | 14,304 | $104.5 萬 | 0.00% | +10,870+316.5% | 加碼 |
| Mariner, LLC | 14,486 | $105.7 萬 | 0.00% | −6,200−30.0% | 減碼 |
| Aigen Investment Management, LP | 14,738 | $107.6 萬 | 0.21% | +2,499+20.4% | 加碼 |
| US Bancorp | 14,799 | $108.0 萬 | 0.00% | −4,455−23.1% | 減碼 |
| Semanteon Capital Management, LP | 14,821 | $108.2 萬 | 0.76% | +14+0.1% | 加碼 |
| American Century Companies Inc | 14,933 | $109.0 萬 | 0.00% | +12,359+480.1% | 加碼 |
| Los Angeles Capital Management LLC | 16,109 | $117.6 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 16,117 | $117.6 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 16,759 | $122.3 萬 | 0.01% | +1,824+12.2% | 加碼 |
| CenterBook Partners LP | 17,656 | $128.9 萬 | 0.08% | −4,119−18.9% | 減碼 |
| Avantax Planning Partners, Inc. | 17,746 | $129.5 萬 | 0.04% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 17,868 | $130.4 萬 | 0.00% | +259+1.5% | 加碼 |
| Trust Point Inc. | 18,262 | $133.3 萬 | 0.11% | +1,352+8.0% | 加碼 |
| Woodline Partners LP | 18,762 | $136.9 萬 | 0.01% | +13,975+291.9% | 加碼 |
| Vontobel Holding Ltd. | 18,783 | $137.1 萬 | 0.00% | +4,538+31.9% | 加碼 |
| Occudo Quantitative Strategies LP | 18,804 | $137.3 萬 | 0.24% | +6,278+50.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 19,162 | $139.8 萬 | 0.16% | +6,123+47.0% | 加碼 |
| Janney Montgomery Scott LLC | 19,523 | $142.5 萬 | 0.00% | −412−2.1% | 減碼 |
| Cetera Investment Advisers | 19,660 | $143.5 萬 | 0.00% | +445+2.3% | 加碼 |
| Tudor Investment Corp Et Al | 19,767 | $144.3 萬 | 0.02% | +19,767 | 新進 |
| LPL Financial LLC | 20,002 | $146.0 萬 | 0.00% | +592+3.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,732 | $151.3 萬 | 0.01% | +20,732 | 新進 |
| Seven Eight Capital, LP | 21,405 | $156.2 萬 | 0.16% | +21,405 | 新進 |
| Azzad Asset Management Inc | 21,760 | $158.8 萬 | 0.19% | +3,889+21.8% | 加碼 |
| Mutual of America Capital Management LLC | 22,638 | $165.2 萬 | 0.02% | −981−4.2% | 減碼 |
| Pathstone Holdings, LLC | 22,666 | $165.4 萬 | 0.01% | −3,210−12.4% | 減碼 |
| Wells Fargo & Company | 22,721 | $165.8 萬 | 0.00% | −966−4.1% | 減碼 |
| Janus Henderson Group PLC | 22,753 | $166.1 萬 | 0.00% | −255−1.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 23,992 | $175.1 萬 | 0.01% | −8,817−26.9% | 減碼 |
| HighTower Advisors, LLC | 24,435 | $178.6 萬 | 0.00% | −2,866−10.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 26,587 | $194.1 萬 | 0.13% | +2,144+8.8% | 加碼 |
| Two Sigma Investments, LP | 27,044 | $197.4 萬 | 0.00% | +2,144+8.6% | 加碼 |
| Assenagon Asset Management S.A. | 27,150 | $198.2 萬 | 0.00% | +10,443+62.5% | 加碼 |
| Corebridge Financial, Inc. | 27,173 | $198.3 萬 | 0.01% | +27,173 | 新進 |
| Invesco Ltd. | 27,197 | $198.5 萬 | 0.00% | +867+3.3% | 加碼 |
| Rosenblum Silverman Sutton S F Inc | 27,597 | $201.4 萬 | 0.54% | +460+1.7% | 加碼 |
| Vancity Investment Management Ltd | 27,298 | $210.1 萬 | 0.13% | +13,870+103.3% | 加碼 |
| MetLife Investment Management | 29,132 | $212.6 萬 | 0.01% | +3,846+15.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 29,846 | $217.8 萬 | 0.00% | +1,005+3.5% | 加碼 |
| Ci Investments Inc. | 31,100 | $227.0 萬 | 0.01% | +31,100 | 新進 |
| Campbell & CO Investment Adviser LLC | 31,702 | $231.4 萬 | 0.20% | +25,767+434.2% | 加碼 |