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。
2025 年第 1 季 13F 持有人
Workiva Inc 在 2025/3/31 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
- 330
- 較 2024 年第 4 季 +19 家
- 持有股數
- 4,730 萬
- 較 2024 年第 4 季 +82.1 萬 (+1.8%)
- 總市值
- $35.9 億
- 較 2024 年第 4 季 −$15.0 億 (−29.5%)
- 新進機構
- 64
- 另有 123 家加碼
- 清倉機構
- 45
- 另有 97 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 3,451 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Hardy Reed LLC | 3,463 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Inlight Wealth Management, LLC | 3,607 | $27.4 萬 | 0.17% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,651 | $27.7 萬 | 0.00% | +3,651 | 新進 |
| Sonora Investment Management Group, LLC | 3,654 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Inceptionr LLC | 3,655 | $27.7 萬 | 0.08% | +3,655 | 新進 |
| Captrust Financial Advisors | 3,693 | $28.0 萬 | 0.00% | −1,049−22.1% | 減碼 |
| Prudential Financial Inc | 3,754 | $28.5 萬 | 0.00% | +5+0.1% | 加碼 |
| JustInvest LLC | 3,804 | $28.9 萬 | 0.00% | +48+1.3% | 加碼 |
| Xponance, Inc. | 3,850 | $29.2 萬 | 0.00% | +241+6.7% | 加碼 |
| 111 Capital | 3,888 | $29.5 萬 | 0.06% | +3,888 | 新進 |
| RIA Advisory Group LLC | 3,940 | $29.9 萬 | 0.10% | −103−2.5% | 減碼 |
| Farringdon Capital, Ltd. | 3,986 | $30.3 萬 | 0.15% | +3,986 | 新進 |
| Voya Financial Advisors, Inc. | 3,937 | $31.0 萬 | 0.03% | −394−9.1% | 減碼 |
| Principal Financial Group Inc | 4,084 | $31.0 萬 | 0.00% | −231−5.4% | 減碼 |
| Private Wealth Asset Management, LLC | 4,100 | $31.1 萬 | 0.04% | +4,100 | 新進 |
| STRS Ohio | 4,200 | $31.9 萬 | 0.00% | −400−8.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,263 | $32.4 萬 | 0.03% | +584+15.9% | 加碼 |
| Atria Investments LLC | 4,336 | $32.9 萬 | 0.00% | +212+5.1% | 加碼 |
| Park Avenue Securities LLC | 4,374 | $33.2 萬 | 0.00% | −187−4.1% | 減碼 |
| Quadrature Capital Ltd | 4,401 | $33.4 萬 | 0.01% | +4,401 | 新進 |
| DC Investments Management, LLC | 4,456 | $33.8 萬 | 0.17% | −103−2.3% | 減碼 |
| Tradition Wealth Management, LLC | 4,507 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,513 | $34.3 萬 | 0.00% | −783−14.8% | 減碼 |
| Sage Rhino Capital LLC | 4,557 | $34.6 萬 | 0.08% | −12−0.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 4,633 | $35.2 萬 | 0.00% | −1,543−25.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Legato Capital Management LLC | 5,041 | $38.3 萬 | 0.05% | +2,977+144.2% | 加碼 |
| Pensionmark Financial Group, LLC | 5,134 | $39.0 萬 | 0.01% | −10.0% | 減碼 |
| Transatlantique Private Wealth LLC | 5,143 | $39.0 萬 | 0.16% | −685−11.8% | 減碼 |
| Glenmede Trust Co NA | 5,150 | $39.1 萬 | 0.00% | −53−1.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,154 | $39.1 萬 | 0.01% | −130−2.5% | 減碼 |
| Quantinno Capital Management LP | 5,184 | $39.4 萬 | 0.00% | +1,842+55.1% | 加碼 |
| Henshaw Capital LLC | 5,526 | $41.9 萬 | 0.02% | +713+14.8% | 加碼 |
| Empowered Funds, LLC | 5,552 | $42.1 萬 | 0.01% | +5,552 | 新進 |
| Harvest Fund Management Co., Ltd | 3,940 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,741 | $43.6 萬 | 0.00% | +281+5.1% | 加碼 |
| Mercer Global Advisors Inc | 5,901 | $44.8 萬 | 0.00% | +279+5.0% | 加碼 |
| Victory Capital Management Inc | 5,972 | $45.3 萬 | 0.00% | −43−0.7% | 減碼 |
| Groupama Asset Managment | – | $47.2 萬 | 0.01% | – | – |
| Integrated Quantitative Investments LLC | 6,300 | $47.8 萬 | 0.24% | +6,300 | 新進 |
| Summit Global Investments | 6,343 | $48.1 萬 | 0.04% | +6,343 | 新進 |
| Scientech Research LLC | 6,588 | $50.0 萬 | 0.13% | +6,588 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 6,387 | $50.3 萬 | 0.00% | −348−5.2% | 減碼 |
| Legacy Bridge, LLC | 6,664 | $50.6 萬 | 0.28% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 6,764 | $51.3 萬 | 0.00% | −746−9.9% | 減碼 |
| Versor Investments LP | 7,037 | $53.4 萬 | 0.09% | +7,037 | 新進 |
| Pictet Asset Management Holding SA | 7,506 | $57.0 萬 | 0.00% | +319+4.4% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $57.3 萬 | 0.27% | 00.0% | 不變 |
| Centiva Capital, LP | 8,147 | $61.8 萬 | 0.04% | +8,147 | 新進 |
| CWM, LLC | 8,166 | $62.0 萬 | 0.00% | +1,754+27.4% | 加碼 |
| Sterling Capital Management LLC | 8,463 | $64.2 萬 | 0.01% | +8,412+16,494.1% | 加碼 |
| Empower Advisory Group, LLC | 8,521 | $64.7 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 8,734 | $66.3 萬 | 0.00% | +1,066+13.9% | 加碼 |
| Bank of Montreal | 9,183 | $69.7 萬 | 0.00% | +5,437+145.1% | 加碼 |
| Fox Run Management, L.L.C. | 9,198 | $69.8 萬 | 0.11% | +9,198 | 新進 |
| KLP Kapitalforvaltning AS | 9,500 | $72.1 萬 | 0.00% | −700−6.9% | 減碼 |
| Quantbot Technologies LP | 9,678 | $73.5 萬 | 0.02% | +9,678 | 新進 |
| Petrus Trust Company, LTA | 10,012 | $76.0 萬 | 0.07% | +10,012 | 新進 |
| Talbot Financial, LLC | 10,500 | $79.7 萬 | 0.10% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 10,575 | $80.3 萬 | 0.01% | +10,575 | 新進 |
| Dimensional Fund Advisors LP | 10,609 | $80.5 萬 | 0.00% | +10,609 | 新進 |
| Calamos Advisors LLC | 10,664 | $81.0 萬 | 0.00% | −15,762−59.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 11,052 | $83.9 萬 | 0.01% | +294+2.7% | 加碼 |
| Trust Point Inc. | 11,097 | $84.2 萬 | 0.08% | −3,151−22.1% | 減碼 |
| Vancity Investment Management Ltd | 11,268 | $85.5 萬 | 0.12% | +11,268 | 新進 |
| CIBC World Markets Corp | 11,341 | $86.1 萬 | 0.01% | +6,615+140.0% | 加碼 |
| ProShare Advisors LLC | 11,444 | $86.9 萬 | 0.00% | −3,140−21.5% | 減碼 |
| Gsa Capital Partners LLP | 11,557 | $87.7 萬 | 0.08% | +11,557 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 12,328 | $93.6 萬 | 0.40% | +12,328 | 新進 |
| Holocene Advisors, LP | 12,665 | $96.1 萬 | 0.00% | −966−7.1% | 減碼 |
| Occudo Quantitative Strategies LP | 12,474 | $98.2 萬 | 0.13% | +6,283+101.5% | 加碼 |
| SG Americas Securities, LLC | 13,038 | $99.0 萬 | 0.00% | +3,697+39.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 13,269 | $100.7 萬 | 0.05% | +4,209+46.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $100.7 萬 | 0.00% | +586+4.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 13,540 | $102.8 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 13,670 | $103.8 萬 | 0.00% | −1,420−9.4% | 減碼 |
| Handelsbanken Fonder AB | 13,900 | $105.5 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 14,047 | $106.6 萬 | 0.01% | −123−0.9% | 減碼 |
| ExodusPoint Capital Management, LP | 15,189 | $115.3 萬 | 0.02% | +15,189 | 新進 |
| Ensign Peak Advisors, Inc | 16,117 | $122.3 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 16,394 | $124.4 萬 | 0.00% | +1,860+12.8% | 加碼 |
| Avantax Planning Partners, Inc. | 16,640 | $126.3 萬 | 0.04% | −1,106−6.2% | 減碼 |
| Siren, L.L.C. | 17,500 | $132.8 萬 | 0.07% | +7,500+75.0% | 加碼 |
| Cetera Investment Advisers | 18,153 | $137.8 萬 | 0.00% | −56−0.3% | 減碼 |
| Pathstone Holdings, LLC | 18,349 | $139.3 萬 | 0.01% | +1,277+7.5% | 加碼 |
| Mariner, LLC | 18,350 | $139.3 萬 | 0.00% | +4,046+28.3% | 加碼 |
| Lazard Asset Management LLC | 18,676 | $141.7 萬 | 0.00% | +3,103+19.9% | 加碼 |
| Janney Montgomery Scott LLC | 19,596 | $148.8 萬 | 0.00% | +371+1.9% | 加碼 |
| Azzad Asset Management Inc | 19,885 | $150.9 萬 | 0.18% | +10+0.1% | 加碼 |
| HighTower Advisors, LLC | 19,911 | $151.1 萬 | 0.00% | −1,850−8.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 20,923 | $158.8 萬 | 0.03% | −17,556−45.6% | 減碼 |
| US Bancorp | 21,157 | $160.6 萬 | 0.00% | −1,027−4.6% | 減碼 |
| Danske Bank A/S | 21,711 | $164.8 萬 | 0.01% | +7,026+47.8% | 加碼 |
| Aequim Alternative Investments LP | 22,200 | $168.5 萬 | 0.07% | 00.0% | 不變 |
| Rosenblum Silverman Sutton S F Inc | 22,231 | $168.8 萬 | 0.47% | +639+3.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 23,027 | $174.8 萬 | 0.01% | −253−1.1% | 減碼 |
| Creative Planning | 23,413 | $177.7 萬 | 0.00% | +2,609+12.5% | 加碼 |
| Janus Henderson Group PLC | 22,753 | $179.0 萬 | 0.00% | −191,155−89.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 29,203 | $180.8 萬 | 0.00% | −8,914−23.4% | 減碼 |