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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 5,143 | $39.0 萬 | 0.16% | −685−11.8% | 減碼 |
| Pensionmark Financial Group, LLC | 5,134 | $39.0 萬 | 0.01% | −10.0% | 減碼 |
| Legato Capital Management LLC | 5,041 | $38.3 萬 | 0.05% | +2,977+144.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 4,633 | $35.2 萬 | 0.00% | −1,543−25.0% | 減碼 |
| Sage Rhino Capital LLC | 4,557 | $34.6 萬 | 0.08% | −12−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,513 | $34.3 萬 | 0.00% | −783−14.8% | 減碼 |
| Tradition Wealth Management, LLC | 4,507 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| DC Investments Management, LLC | 4,456 | $33.8 萬 | 0.17% | −103−2.3% | 減碼 |
| Quadrature Capital Ltd | 4,401 | $33.4 萬 | 0.01% | +4,401 | 新進 |
| Park Avenue Securities LLC | 4,374 | $33.2 萬 | 0.00% | −187−4.1% | 減碼 |
| Atria Investments LLC | 4,336 | $32.9 萬 | 0.00% | +212+5.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,263 | $32.4 萬 | 0.03% | +584+15.9% | 加碼 |
| STRS Ohio | 4,200 | $31.9 萬 | 0.00% | −400−8.7% | 減碼 |
| Private Wealth Asset Management, LLC | 4,100 | $31.1 萬 | 0.04% | +4,100 | 新進 |
| Principal Financial Group Inc | 4,084 | $31.0 萬 | 0.00% | −231−5.4% | 減碼 |
| Voya Financial Advisors, Inc. | 3,937 | $31.0 萬 | 0.03% | −394−9.1% | 減碼 |
| Farringdon Capital, Ltd. | 3,986 | $30.3 萬 | 0.15% | +3,986 | 新進 |
| RIA Advisory Group LLC | 3,940 | $29.9 萬 | 0.10% | −103−2.5% | 減碼 |
| 111 Capital | 3,888 | $29.5 萬 | 0.06% | +3,888 | 新進 |
| Xponance, Inc. | 3,850 | $29.2 萬 | 0.00% | +241+6.7% | 加碼 |
| JustInvest LLC | 3,804 | $28.9 萬 | 0.00% | +48+1.3% | 加碼 |
| Prudential Financial Inc | 3,754 | $28.5 萬 | 0.00% | +5+0.1% | 加碼 |
| Captrust Financial Advisors | 3,693 | $28.0 萬 | 0.00% | −1,049−22.1% | 減碼 |
| Inceptionr LLC | 3,655 | $27.7 萬 | 0.08% | +3,655 | 新進 |
| Sonora Investment Management Group, LLC | 3,654 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,651 | $27.7 萬 | 0.00% | +3,651 | 新進 |
| Inlight Wealth Management, LLC | 3,607 | $27.4 萬 | 0.17% | 00.0% | 不變 |
| Hardy Reed LLC | 3,463 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 3,451 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 3,370 | $25.6 萬 | 0.00% | +3,370 | 新進 |
| Sherbrooke Park Advisers LLC | 3,369 | $25.6 萬 | 0.12% | +3,369 | 新進 |
| Jefferies Financial Group Inc. | 3,327 | $25.3 萬 | 0.00% | +3,327 | 新進 |
| Benjamin Edwards Inc | 3,268 | $24.8 萬 | 0.00% | −39−1.2% | 減碼 |
| Franklin Resources Inc | 3,266 | $24.8 萬 | 0.00% | +297+10.0% | 加碼 |
| Mackenzie Financial Corp | 3,265 | $24.8 萬 | 0.00% | −17−0.5% | 減碼 |
| Virtu Financial LLC | 3,166 | $24.0 萬 | 0.01% | +3,166 | 新進 |
| Qsemble Capital Management, LP | 3,074 | $23.3 萬 | 0.02% | +3,074 | 新進 |
| Foster Group, Inc. | 3,042 | $23.1 萬 | 0.01% | +4+0.1% | 加碼 |
| Capital Wealth Planning, LLC | 3,000 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 2,886 | $21.9 萬 | 0.03% | +91+3.3% | 加碼 |
| Avantax Advisory Services, Inc. | 2,867 | $21.8 萬 | 0.00% | +846+41.9% | 加碼 |
| Parkside Financial Bank & Trust | 2,854 | $21.7 萬 | 0.03% | +80+2.9% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 2,825 | $21.4 萬 | 0.00% | +225+8.7% | 加碼 |
| Vident Advisory, LLC | 2,796 | $21.2 萬 | 0.00% | +604+27.6% | 加碼 |
| Magnetar Financial LLC | 2,757 | $20.9 萬 | 0.00% | +2,757 | 新進 |
| Caitong International Asset Management Co., Ltd | 2,704 | $20.5 萬 | 0.15% | +2,704 | 新進 |
| Brevan Howard Capital Management LP | 2,667 | $20.2 萬 | 0.01% | +2,667 | 新進 |
| Cerity Partners LLC | 2,641 | $20.0 萬 | 0.00% | −311−10.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,419 | $18.4 萬 | 0.00% | −10−0.4% | 減碼 |
| KBC Group NV | 2,342 | $17.8 萬 | 0.00% | +372+18.9% | 加碼 |
| Headlands Technologies LLC | 2,256 | $17.1 萬 | 0.02% | +2,256 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,149 | $16.3 萬 | 0.00% | −241−10.1% | 減碼 |
| Quest Partners LLC | 2,147 | $16.3 萬 | 0.02% | +2,147 | 新進 |
| Canada Pension Plan Investment Board | 1,900 | $14.4 萬 | 0.00% | −42,800−95.7% | 減碼 |
| State of Wyoming | 1,890 | $14.3 萬 | 0.02% | +76+4.2% | 加碼 |
| Paladin Advisory Group, LLC | 1,857 | $14.1 萬 | 0.11% | 00.0% | 不變 |
| Amalgamated Bank | 1,752 | $13.3 萬 | 0.00% | +6+0.3% | 加碼 |
| Shell Asset Management Co | 1,705 | $12.9 萬 | 0.01% | −74−4.2% | 減碼 |
| Fifth Third Bancorp | 1,688 | $12.8 萬 | 0.00% | −1−0.1% | 減碼 |
| Icon Wealth Advisors, LLC | 1,434 | $10.9 萬 | 0.01% | −1,472−50.7% | 減碼 |
| Nisa Investment Advisors, LLC | 1,393 | $10.6 萬 | 0.00% | −59−4.1% | 減碼 |
| Advisors Asset Management, Inc. | 1,139 | $8.65 萬 | 0.00% | +71+6.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,094 | $8.30 萬 | 0.00% | +297+37.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,070 | $8.12 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 864 | $6.80 萬 | 0.01% | −36−4.0% | 減碼 |
| Coldstream Capital Management Inc | 839 | $6.37 萬 | 0.00% | +839 | 新進 |
| Park Place Capital Corp | 796 | $6.04 萬 | 0.02% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 703 | $5.34 萬 | 0.02% | +703 | 新進 |
| Advisor Group Holdings, Inc. | 652 | $4.95 萬 | 0.00% | −8,952−93.2% | 減碼 |
| Signaturefd, LLC | 645 | $4.90 萬 | 0.00% | −8−1.2% | 減碼 |
| Johnson Financial Group, Inc. | 599 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 567 | $4.30 萬 | 0.00% | +296+109.2% | 加碼 |
| Bayforest Capital Ltd | 519 | $3.94 萬 | 0.02% | +519 | 新進 |
| Harbour Investments, Inc. | 509 | $3.86 萬 | 0.00% | +509 | 新進 |
| Simplex Trading, LLC | 503 | $3.80 萬 | 0.00% | +503 | 新進 |
| Abound Wealth Management | 500 | $3.80 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 497 | $3.77 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 448 | $3.40 萬 | 0.02% | +353+371.6% | 加碼 |
| Farther Finance Advisors, LLC | 411 | $3.13 萬 | 0.00% | +360+705.9% | 加碼 |
| Boston Private Wealth LLC | 345 | $2.62 萬 | 0.00% | +345 | 新進 |
| V-Square Quantitative Management LLC | 341 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 278 | $2.11 萬 | 0.00% | +31+12.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 250 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 219 | $1.66 萬 | 0.00% | +101+85.6% | 加碼 |
| Huntington National Bank | 205 | $1.56 萬 | 0.00% | +34+19.9% | 加碼 |
| Mather Group, LLC. | 176 | $1.34 萬 | 0.00% | +130+282.6% | 加碼 |
| Colonial Trust Co | 169 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 117 | $8,881 | 0.00% | −29−19.9% | 減碼 |
| Jones Financial Companies LLLP | 112 | $8,818 | 0.00% | +66+143.5% | 加碼 |
| Allworth Financial LP | 118 | $8,572 | 0.00% | +17+16.8% | 加碼 |
| Parallel Advisors, LLC | 103 | $7,819 | 0.00% | 00.0% | 不變 |
| Quarry LP | 99 | $7,515 | 0.00% | +99 | 新進 |
| Amundi | 99 | $6,856 | 0.00% | +28+39.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 86 | $6,528 | 0.00% | −799−90.3% | 減碼 |
| True Wealth Design, LLC | 71 | $5,390 | 0.00% | +59+491.7% | 加碼 |
| Financial Network Wealth Advisors LLC | 68 | $5,162 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 65 | $4,934 | 0.00% | +10+18.2% | 加碼 |
| Grove Bank & Trust | 62 | $4,706 | 0.00% | +60+3,000.0% | 加碼 |
| Lindbrook Capital, LLC | 56 | $4,251 | 0.00% | +35+166.7% | 加碼 |