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 3 季 13F 持有人
Workiva Inc 在 2024/9/30 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
- 295
- 較 2024 年第 2 季 −2 家
- 持有股數
- 4,604 萬
- 較 2024 年第 2 季 +352.4 萬 (+8.3%)
- 總市值
- $36.4 億
- 較 2024 年第 2 季 +$5.39 億 (+17.4%)
- 新進機構
- 38
- 另有 90 家加碼
- 清倉機構
- 40
- 另有 124 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 4,044 | $32.0 萬 | 0.02% | +4,044 | 新進 |
| Congress Wealth Management LLC | 4,125 | $32.6 萬 | 0.00% | +4,125 | 新進 |
| Occudo Quantitative Strategies LP | 4,126 | $32.6 萬 | 0.06% | −14,678−78.1% | 減碼 |
| RIA Advisory Group LLC | 4,146 | $32.8 萬 | 0.12% | +4,146 | 新進 |
| nVerses Capital, LLC | 4,300 | $34.0 萬 | 0.16% | +1,100+34.4% | 加碼 |
| Prudential Financial Inc | 4,355 | $34.5 萬 | 0.00% | −2,561−37.0% | 減碼 |
| Park Avenue Securities LLC | 4,363 | $34.5 萬 | 0.00% | −757−14.8% | 減碼 |
| Seven Eight Capital, LP | 4,440 | $35.1 萬 | 0.03% | −16,965−79.3% | 減碼 |
| Sage Rhino Capital LLC | 4,550 | $36.0 萬 | 0.08% | +42+0.9% | 加碼 |
| DC Investments Management, LLC | 4,559 | $36.1 萬 | 0.25% | 00.0% | 不變 |
| Atria Investments LLC | 4,567 | $36.1 萬 | 0.00% | −431−8.6% | 減碼 |
| Burney Co | 4,656 | $36.8 萬 | 0.01% | −95,400−95.3% | 減碼 |
| Principal Financial Group Inc | 4,691 | $37.1 萬 | 0.00% | −2,132−31.2% | 減碼 |
| Voya Financial Advisors, Inc. | 4,646 | $37.4 萬 | 0.04% | −450−8.8% | 減碼 |
| Tradition Wealth Management, LLC | 4,764 | $37.7 萬 | 0.03% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 4,768 | $37.7 萬 | 0.15% | −822−14.7% | 減碼 |
| Henshaw Capital LLC | 4,813 | $38.1 萬 | 0.02% | 00.0% | 不變 |
| Groupama Asset Managment | – | $38.1 萬 | 0.01% | – | 新進 |
| Inceptionr LLC | 4,979 | $39.4 萬 | 0.10% | −1,277−20.4% | 減碼 |
| Pensionmark Financial Group, LLC | 5,000 | $39.6 萬 | 0.01% | +5,000 | 新進 |
| Public Employees Retirement Association of Colorado | 5,003 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 5,024 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| Entropy Technologies, LP | 5,027 | $39.8 萬 | 0.04% | +5,027 | 新進 |
| The PNC Financial Services Group, Inc. | 5,029 | $39.8 萬 | 0.00% | +1,203+31.4% | 加碼 |
| MML Investors Services, LLC | 5,383 | $42.6 萬 | 0.00% | −1,398−20.6% | 減碼 |
| Glenmede Trust Co NA | 5,568 | $44.1 萬 | 0.00% | −59−1.0% | 減碼 |
| Mercer Global Advisors Inc | 5,612 | $44.2 萬 | 0.00% | +5,612 | 新進 |
| Landscape Capital Management, L.L.C. | 5,895 | $46.6 萬 | 0.05% | −3,592−37.9% | 減碼 |
| Teacher Retirement System of Texas | 5,907 | $46.7 萬 | 0.00% | +5,907 | 新進 |
| Schonfeld Strategic Advisors LLC | 6,050 | $47.9 萬 | 0.00% | +6,050 | 新進 |
| FORA Capital, LLC | 6,059 | $47.9 萬 | 0.06% | +6,059 | 新進 |
| Victory Capital Management Inc | 6,195 | $49.0 萬 | 0.00% | −56−0.9% | 減碼 |
| CWM, LLC | 6,295 | $49.8 萬 | 0.00% | −11−0.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,352 | $50.3 萬 | 0.01% | −7,226−53.2% | 減碼 |
| Pictet Asset Management Holding SA | 6,402 | $50.7 萬 | 0.00% | +670+11.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 6,522 | $51.6 萬 | 0.00% | −645−9.0% | 減碼 |
| Commonwealth Equity Services, LLC | 6,614 | $52.3 萬 | 0.00% | −248−3.6% | 減碼 |
| CenterBook Partners LP | 6,983 | $55.2 萬 | 0.03% | −10,673−60.4% | 減碼 |
| Gsa Capital Partners LLP | 8,097 | $64.1 萬 | 0.05% | +8,097 | 新進 |
| Moody National Bank Trust Division | 8,418 | $66.6 萬 | 0.07% | −5,540−39.7% | 減碼 |
| Legacy Bridge, LLC | 8,454 | $66.9 萬 | 0.36% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 8,523 | $67.4 萬 | 0.03% | −368−4.1% | 減碼 |
| Empower Advisory Group, LLC | 8,532 | $67.5 萬 | 0.00% | +11+0.1% | 加碼 |
| Susquehanna International Group, LLP | 9,684 | $76.6 萬 | 0.00% | −27,674−74.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,086 | $81.2 萬 | 0.00% | −1,387−12.1% | 減碼 |
| Talbot Financial, LLC | 10,500 | $83.1 萬 | 0.10% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,556 | $83.5 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 10,587 | $83.8 萬 | 0.05% | −1,006−8.7% | 減碼 |
| Intech Investment Management LLC | 10,900 | $86.2 萬 | 0.01% | +10,900 | 新進 |
| Captrust Financial Advisors | 11,230 | $88.9 萬 | 0.00% | −1,198−9.6% | 減碼 |
| Main Management ETF Advisors, LLC | 11,640 | $92.1 萬 | 0.04% | +11,640 | 新進 |
| Aquatic Capital Management LLC | 11,843 | $93.7 萬 | 0.02% | +9,243+355.5% | 加碼 |
| Creative Planning | 11,929 | $94.4 萬 | 0.00% | +5,053+73.5% | 加碼 |
| Citadel Advisors LLC | 12,632 | $99.9 萬 | 0.00% | −105,556−89.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,540 | $107.1 萬 | 0.00% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 13,694 | $108.3 萬 | 0.08% | −18,008−56.8% | 減碼 |
| Arizona State Retirement System | 13,946 | $110.3 萬 | 0.01% | +414+3.1% | 加碼 |
| LPL Financial LLC | 14,007 | $110.8 萬 | 0.00% | −5,995−30.0% | 減碼 |
| Mariner, LLC | 14,283 | $113.0 萬 | 0.00% | −203−1.4% | 減碼 |
| Aigen Investment Management, LP | 14,323 | $113.3 萬 | 0.22% | −415−2.8% | 減碼 |
| Quest Partners LLC | 14,633 | $115.8 萬 | 0.10% | +11,931+441.6% | 加碼 |
| Vancity Investment Management Ltd | 14,882 | $117.7 萬 | 0.14% | −12,416−45.5% | 減碼 |
| Handelsbanken Fonder AB | 15,000 | $118.7 萬 | 0.00% | +3,800+33.9% | 加碼 |
| Versor Investments LP | 15,382 | $121.7 萬 | 0.19% | +15,382 | 新進 |
| Trust Point Inc. | 16,089 | $127.3 萬 | 0.10% | −2,173−11.9% | 減碼 |
| Vontobel Holding Ltd. | 16,094 | $127.3 萬 | 0.00% | −2,689−14.3% | 減碼 |
| Los Angeles Capital Management LLC | 16,109 | $127.5 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 16,117 | $127.5 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 16,500 | $130.5 萬 | 0.00% | −22,600−57.8% | 減碼 |
| Voya Investment Management LLC | 16,517 | $130.7 萬 | 0.00% | −54,452−76.7% | 減碼 |
| Pathstone Holdings, LLC | 16,958 | $134.2 萬 | 0.01% | −5,708−25.2% | 減碼 |
| Avantax Planning Partners, Inc. | 17,746 | $140.4 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 18,623 | $147.3 萬 | 0.00% | −1,037−5.3% | 減碼 |
| Wells Fargo & Company | 19,513 | $154.4 萬 | 0.00% | −3,208−14.1% | 減碼 |
| Janney Montgomery Scott LLC | 19,598 | $155.1 萬 | 0.00% | +75+0.4% | 加碼 |
| ProShare Advisors LLC | 19,838 | $157.0 萬 | 0.00% | +12,587+173.6% | 加碼 |
| Azzad Asset Management Inc | 19,920 | $157.6 萬 | 0.18% | −1,840−8.5% | 減碼 |
| Quantbot Technologies LP | 20,064 | $158.7 萬 | 0.06% | +16,286+431.1% | 加碼 |
| Verition Fund Management LLC | 20,461 | $161.9 萬 | 0.01% | +14,467+241.4% | 加碼 |
| HighTower Advisors, LLC | 22,778 | $180.7 萬 | 0.00% | −1,657−6.8% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 22,957 | $181.6 萬 | 0.46% | −4,640−16.8% | 減碼 |
| US Bancorp | 23,431 | $185.4 萬 | 0.00% | +8,632+58.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 24,656 | $195.1 萬 | 0.01% | +664+2.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 26,787 | $211.9 萬 | 0.11% | +200+0.8% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 26,983 | $213.5 萬 | 0.79% | +26,983 | 新進 |
| Corebridge Financial, Inc. | 27,006 | $213.7 萬 | 0.01% | −167−0.6% | 減碼 |
| Walleye Capital LLC | 27,297 | $216.0 萬 | 0.02% | +27,001+9,122.0% | 加碼 |
| Invesco Ltd. | 27,479 | $217.4 萬 | 0.00% | +282+1.0% | 加碼 |
| Madison Asset Management, LLC | 28,534 | $225.8 萬 | 0.03% | +28,534 | 新進 |
| MetLife Investment Management | 29,132 | $230.5 萬 | 0.01% | 00.0% | 不變 |
| Marshall Wace, LLP | 29,248 | $231.4 萬 | 0.00% | +25,948+786.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 29,838 | $236.1 萬 | 0.00% | −80.0% | 減碼 |
| HSBC Holdings PLC | 29,868 | $238.2 萬 | 0.00% | +15,564+108.8% | 加碼 |
| Ci Investments Inc. | 30,959 | $244.9 萬 | 0.01% | −141−0.5% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 31,424 | $248.6 萬 | 0.16% | −2,379−7.0% | 減碼 |
| Holocene Advisors, LP | 34,791 | $275.3 萬 | 0.01% | −2,983−7.9% | 減碼 |
| Jane Street Group, LLC | 36,906 | $292.0 萬 | 0.00% | −56,756−60.6% | 減碼 |
| Resources Investment Advisors, LLC. | 40,107 | $317.3 萬 | 0.04% | −359−0.9% | 減碼 |
| Stifel Financial Corp | 42,868 | $339.2 萬 | 0.00% | −1,165−2.6% | 減碼 |
| Crestline Management, LP | 43,954 | $347.8 萬 | 0.20% | +43,954 | 新進 |