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 4 季 13F 持有人
Workiva Inc 在 2024/12/31 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
- 316
- 較 2024 年第 3 季 +23 家
- 持有股數
- 4,721 萬
- 較 2024 年第 3 季 +123.9 萬 (+2.7%)
- 總市值
- $51.7 億
- 較 2024 年第 3 季 +$15.3 億 (+42.2%)
- 新進機構
- 60
- 另有 95 家加碼
- 清倉機構
- 37
- 另有 114 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,342 | $36.6 萬 | 0.00% | +720+27.5% | 加碼 |
| Cornercap Investment Counsel Inc | 3,382 | $37.0 萬 | 0.12% | 00.0% | 不變 |
| Entropy Technologies, LP | 3,427 | $37.5 萬 | 0.04% | −1,600−31.8% | 減碼 |
| Mirabella Financial Services LLP | 3,451 | $37.8 萬 | 0.03% | −68,851−95.2% | 減碼 |
| Hardy Reed LLC | 3,463 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| CenterBook Partners LP | 3,528 | $38.6 萬 | 0.02% | −3,455−49.5% | 減碼 |
| Inlight Wealth Management, LLC | 3,607 | $39.5 萬 | 0.26% | +3,607 | 新進 |
| Xponance, Inc. | 3,609 | $39.5 萬 | 0.00% | +308+9.3% | 加碼 |
| Sonora Investment Management Group, LLC | 3,654 | $40.0 萬 | 0.03% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 3,679 | $40.3 萬 | 0.03% | −6−0.2% | 減碼 |
| Bank of Montreal | 3,746 | $41.0 萬 | 0.00% | −209−5.3% | 減碼 |
| Prudential Financial Inc | 3,749 | $41.1 萬 | 0.00% | −606−13.9% | 減碼 |
| JustInvest LLC | 3,756 | $41.1 萬 | 0.01% | −35−0.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,940 | $43.1 萬 | 0.02% | +3,940 | 新進 |
| RIA Advisory Group LLC | 4,043 | $44.3 萬 | 0.15% | −103−2.5% | 減碼 |
| Atria Investments LLC | 4,124 | $45.2 萬 | 0.01% | −443−9.7% | 減碼 |
| Boothbay Fund Management, LLC | 4,246 | $46.5 萬 | 0.01% | +4,246 | 新進 |
| Principal Financial Group Inc | 4,315 | $47.2 萬 | 0.00% | −376−8.0% | 減碼 |
| Aigen Investment Management, LP | 4,320 | $47.3 萬 | 0.08% | −10,003−69.8% | 減碼 |
| Voya Financial Advisors, Inc. | 4,331 | $47.6 萬 | 0.05% | −315−6.8% | 減碼 |
| Tradition Wealth Management, LLC | 4,507 | $49.4 萬 | 0.04% | −257−5.4% | 減碼 |
| Park Avenue Securities LLC | 4,561 | $49.9 萬 | 0.01% | +198+4.5% | 加碼 |
| DC Investments Management, LLC | 4,559 | $49.9 萬 | 0.33% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,569 | $50.0 萬 | 0.11% | +19+0.4% | 加碼 |
| STRS Ohio | 4,600 | $50.4 萬 | 0.00% | +1,500+48.4% | 加碼 |
| CIBC World Markets Corp | 4,726 | $51.7 萬 | 0.00% | +4,726 | 新進 |
| Captrust Financial Advisors | 4,742 | $51.9 萬 | 0.00% | −6,488−57.8% | 減碼 |
| Henshaw Capital LLC | 4,813 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| Groupama Asset Managment | – | $53.5 萬 | 0.01% | – | – |
| Public Employees Retirement Association of Colorado | 5,003 | $54.8 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 5,135 | $56.2 萬 | 0.02% | +135+2.7% | 加碼 |
| Glenmede Trust Co NA | 5,203 | $57.0 萬 | 0.00% | −365−6.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,284 | $57.9 萬 | 0.02% | +260+5.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,296 | $58.0 萬 | 0.00% | +267+5.3% | 加碼 |
| MML Investors Services, LLC | 5,460 | $59.8 萬 | 0.00% | +77+1.4% | 加碼 |
| Mercer Global Advisors Inc | 5,622 | $61.6 萬 | 0.00% | +10+0.2% | 加碼 |
| Transatlantique Private Wealth LLC | 5,828 | $63.8 萬 | 0.24% | +1,060+22.2% | 加碼 |
| Victory Capital Management Inc | 6,015 | $65.9 萬 | 0.00% | −180−2.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,176 | $67.6 萬 | 0.00% | −346−5.3% | 減碼 |
| Occudo Quantitative Strategies LP | 6,191 | $67.8 萬 | 0.12% | +2,065+50.0% | 加碼 |
| XTX Topco Ltd | 6,305 | $69.0 萬 | 0.06% | +6,305 | 新進 |
| Jane Street Group, LLC | 6,383 | $69.9 萬 | 0.00% | −30,523−82.7% | 減碼 |
| CWM, LLC | 6,412 | $70.2 萬 | 0.00% | +117+1.9% | 加碼 |
| Legacy Bridge, LLC | 6,664 | $73.0 萬 | 0.38% | −1,790−21.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,735 | $74.8 萬 | 0.00% | −3,351−33.2% | 減碼 |
| HRT Financial LP | 6,914 | $75.7 萬 | 0.00% | +6,914 | 新進 |
| Moody National Bank Trust Division | 7,012 | $76.8 萬 | 0.08% | −1,406−16.7% | 減碼 |
| Pictet Asset Management Holding SA | 7,187 | $78.7 萬 | 0.00% | +785+12.3% | 加碼 |
| Commonwealth Equity Services, LLC | 7,510 | $82.2 萬 | 0.00% | +896+13.5% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $82.7 萬 | 0.32% | +7,560 | 新進 |
| Teacher Retirement System of Texas | 7,668 | $84.0 萬 | 0.00% | +1,761+29.8% | 加碼 |
| Aquatic Capital Management LLC | 8,324 | $91.1 萬 | 0.02% | −3,519−29.7% | 減碼 |
| Empower Advisory Group, LLC | 8,521 | $93.3 萬 | 0.00% | −11−0.1% | 減碼 |
| Woodline Partners LP | 8,619 | $94.4 萬 | 0.01% | −98,172−91.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,060 | $99.2 萬 | 0.04% | +537+6.3% | 加碼 |
| SG Americas Securities, LLC | 9,341 | $102.3 萬 | 0.00% | +5,475+141.6% | 加碼 |
| Advisor Group Holdings, Inc. | 9,604 | $102.8 萬 | 0.00% | +8,862+1,194.3% | 加碼 |
| Siren, L.L.C. | 10,000 | $109.5 萬 | 0.05% | +10,000 | 新進 |
| KLP Kapitalforvaltning AS | 10,200 | $111.7 萬 | 0.01% | +10,200 | 新進 |
| Talbot Financial, LLC | 10,500 | $115.0 萬 | 0.14% | 00.0% | 不變 |
| Main Management ETF Advisors, LLC | 10,680 | $116.9 萬 | 0.05% | −960−8.2% | 減碼 |
| Verition Fund Management LLC | 10,683 | $117.0 萬 | 0.01% | −9,778−47.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 10,758 | $117.8 萬 | 0.01% | +10,758 | 新進 |
| Vontobel Holding Ltd. | 12,185 | $133.4 萬 | 0.00% | −3,909−24.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,683 | $138.9 萬 | 0.00% | +2,127+20.1% | 加碼 |
| Semanteon Capital Management, LP | 13,227 | $144.8 萬 | 0.78% | +13,227 | 新進 |
| State Board of Administration of Florida Retirement System | 13,540 | $148.3 萬 | 0.00% | 00.0% | 不變 |
| Holocene Advisors, LP | 13,631 | $149.3 萬 | 0.00% | −21,160−60.8% | 減碼 |
| Handelsbanken Fonder AB | 13,900 | $152.2 萬 | 0.01% | −1,100−7.3% | 減碼 |
| Arizona State Retirement System | 14,170 | $155.2 萬 | 0.01% | +224+1.6% | 加碼 |
| Trust Point Inc. | 14,248 | $156.0 萬 | 0.11% | −1,841−11.4% | 減碼 |
| Mariner, LLC | 14,304 | $156.6 萬 | 0.00% | +21+0.1% | 加碼 |
| LPL Financial LLC | 14,534 | $159.1 萬 | 0.00% | +527+3.8% | 加碼 |
| ProShare Advisors LLC | 14,584 | $159.7 萬 | 0.00% | −5,254−26.5% | 減碼 |
| Danske Bank A/S | 14,685 | $160.8 萬 | 0.00% | +14,285+3,571.3% | 加碼 |
| Voya Investment Management LLC | 15,090 | $165.2 萬 | 0.00% | −1,427−8.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 15,511 | $169.8 萬 | 0.00% | −102,562−86.9% | 減碼 |
| Lazard Asset Management LLC | 15,573 | $170.5 萬 | 0.00% | +15,423+10,282.0% | 加碼 |
| Ensign Peak Advisors, Inc | 16,117 | $176.5 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 16,999 | $186.1 萬 | 0.01% | +890+5.5% | 加碼 |
| Pathstone Holdings, LLC | 17,072 | $186.9 萬 | 0.01% | +114+0.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 17,431 | $190.9 萬 | 0.01% | +17,431 | 新進 |
| Nicholas Investment Partners, LP | 17,478 | $191.4 萬 | 0.17% | +17,478 | 新進 |
| Avantax Planning Partners, Inc. | 17,746 | $194.3 萬 | 0.07% | 00.0% | 不變 |
| Cetera Investment Advisers | 18,209 | $199.4 萬 | 0.00% | −414−2.2% | 減碼 |
| Janney Montgomery Scott LLC | 19,225 | $210.5 萬 | 0.01% | −373−1.9% | 減碼 |
| Intech Investment Management LLC | 19,252 | $210.8 萬 | 0.02% | +8,352+76.6% | 加碼 |
| HSBC Holdings PLC | 19,397 | $211.9 萬 | 0.00% | −10,471−35.1% | 減碼 |
| Azzad Asset Management Inc | 19,875 | $217.6 萬 | 0.42% | −45−0.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 20,163 | $220.8 萬 | 0.15% | −11,261−35.8% | 減碼 |
| Creative Planning | 20,804 | $227.8 萬 | 0.00% | +8,875+74.4% | 加碼 |
| G2 Investment Partners Management LLC | 21,002 | $230.0 萬 | 0.59% | +21,002 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 21,592 | $236.4 萬 | 0.59% | −1,365−5.9% | 減碼 |
| HighTower Advisors, LLC | 21,761 | $238.3 萬 | 0.00% | −1,017−4.5% | 減碼 |
| US Bancorp | 22,184 | $242.9 萬 | 0.00% | −1,247−5.3% | 減碼 |
| Aequim Alternative Investments LP | 22,200 | $243.1 萬 | 0.08% | +22,200 | 新進 |
| State of New Jersey Common Pension Fund D | 23,280 | $254.9 萬 | 0.01% | −1,376−5.6% | 減碼 |
| Corebridge Financial, Inc. | 25,111 | $275.0 萬 | 0.01% | −1,895−7.0% | 減碼 |
| Calamos Advisors LLC | 26,426 | $289.4 萬 | 0.01% | +26,426 | 新進 |
| Dorsey & Whitney Trust CO LLC | 27,170 | $297.5 萬 | 0.16% | +383+1.4% | 加碼 |