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 2 季 13F 持有人
Workiva Inc 在 2025/6/30 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
- 313
- 較 2025 年第 1 季 −15 家
- 持有股數
- 4,627 萬
- 較 2025 年第 1 季 −102.3 萬 (−2.2%)
- 總市值
- $31.7 億
- 較 2025 年第 1 季 −$4.23 億 (−11.8%)
- 新進機構
- 38
- 另有 102 家加碼
- 清倉機構
- 53
- 另有 128 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 3,898 | $25.7 萬 | 0.03% | −39−1.0% | 減碼 |
| Franklin Resources Inc | 3,789 | $25.9 萬 | 0.00% | +523+16.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,825 | $26.2 萬 | 0.00% | −688−15.2% | 減碼 |
| Xponance, Inc. | 3,896 | $26.7 萬 | 0.00% | +46+1.2% | 加碼 |
| Quantinno Capital Management LP | 3,983 | $27.3 萬 | 0.00% | −1,201−23.2% | 減碼 |
| Private Wealth Asset Management, LLC | 4,100 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,176 | $28.6 萬 | 0.00% | −198−4.5% | 減碼 |
| DC Investments Management, LLC | 4,456 | $30.5 萬 | 0.13% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,504 | $30.8 萬 | 0.07% | −53−1.2% | 減碼 |
| Tradition Wealth Management, LLC | 4,577 | $31.3 萬 | 0.03% | +70+1.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,608 | $31.5 萬 | 0.02% | +345+8.1% | 加碼 |
| Atria Investments LLC | 4,629 | $31.7 萬 | 0.00% | +293+6.8% | 加碼 |
| Glenmede Investment Management, LP | 4,678 | $32.0 萬 | 0.00% | +4,678 | 新進 |
| Occudo Quantitative Strategies LP | 4,753 | $32.5 萬 | 0.04% | −7,721−61.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,003 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 5,117 | $35.0 萬 | 0.01% | −17−0.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,154 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 5,243 | $35.9 萬 | 0.10% | +5,243 | 新進 |
| Mercer Global Advisors Inc | 5,389 | $36.9 萬 | 0.00% | −512−8.7% | 減碼 |
| Canada Pension Plan Investment Board | 5,500 | $37.6 萬 | 0.00% | +3,600+189.5% | 加碼 |
| Henshaw Capital LLC | 5,526 | $37.8 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,656 | $38.7 萬 | 0.00% | −85−1.5% | 減碼 |
| Victory Capital Management Inc | 5,847 | $40.0 萬 | 0.00% | −125−2.1% | 減碼 |
| Creative Planning | 5,902 | $40.4 萬 | 0.00% | −17,511−74.8% | 減碼 |
| Two Sigma Securities, LLC | 6,005 | $41.1 萬 | 0.05% | +6,005 | 新進 |
| Freestone Grove Partners LP | 6,106 | $41.8 萬 | 0.00% | +6,106 | 新進 |
| CIBC World Markets Corp | 6,196 | $42.4 萬 | 0.00% | −5,145−45.4% | 減碼 |
| Quest Partners LLC | 6,208 | $42.5 萬 | 0.04% | +4,061+189.1% | 加碼 |
| Prudential Financial Inc | 6,259 | $42.8 萬 | 0.00% | +2,505+66.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,940 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,664 | $45.6 萬 | 0.22% | 00.0% | 不變 |
| Groupama Asset Managment | – | $46.4 萬 | 0.01% | – | – |
| Commonwealth Equity Services, LLC | 6,838 | $46.8 萬 | 0.00% | +74+1.1% | 加碼 |
| Trust Point Inc. | 6,871 | $47.0 萬 | 0.04% | −4,226−38.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,972 | $47.7 萬 | 0.00% | +585+9.2% | 加碼 |
| Capstone Investment Advisors, LLC | 7,065 | $48.4 萬 | 0.00% | +7,065 | 新進 |
| Empowered Funds, LLC | 7,264 | $49.7 萬 | 0.01% | +1,712+30.8% | 加碼 |
| Pictet Asset Management Holding SA | 7,292 | $49.9 萬 | 0.00% | −214−2.9% | 減碼 |
| Summit Global Investments | 7,346 | $50.3 萬 | 0.03% | +1,003+15.8% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $51.7 萬 | 0.19% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,637 | $52.3 萬 | 0.01% | +6,543+598.1% | 加碼 |
| Walleye Capital LLC | 7,828 | $53.6 萬 | 0.00% | −36,911−82.5% | 減碼 |
| Gsa Capital Partners LLP | 7,901 | $54.1 萬 | 0.04% | −3,656−31.6% | 減碼 |
| Centiva Capital, LP | 8,043 | $55.1 萬 | 0.04% | −104−1.3% | 減碼 |
| FORA Capital, LLC | 8,312 | $56.9 萬 | 0.06% | +8,312 | 新進 |
| Ieq Capital, LLC | 8,395 | $57.5 萬 | 0.00% | +5,025+149.1% | 加碼 |
| Empower Advisory Group, LLC | 8,521 | $58.3 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 8,611 | $58.9 萬 | 0.00% | −4,427−34.0% | 減碼 |
| Petrus Trust Company, LTA | 9,032 | $61.8 萬 | 0.06% | −980−9.8% | 減碼 |
| Teacher Retirement System of Texas | 9,201 | $63.0 萬 | 0.00% | +467+5.3% | 加碼 |
| Pathstone Holdings, LLC | 9,227 | $63.2 萬 | 0.00% | −9,122−49.7% | 減碼 |
| CWM, LLC | 9,243 | $63.3 萬 | 0.00% | +1,077+13.2% | 加碼 |
| KLP Kapitalforvaltning AS | 10,300 | $70.5 萬 | 0.00% | +800+8.4% | 加碼 |
| Talbot Financial, LLC | 10,500 | $71.9 萬 | 0.07% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,765 | $73.7 萬 | 0.00% | −679−5.9% | 減碼 |
| Winton Group Ltd | 11,536 | $79.0 萬 | 0.04% | +11,536 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 11,538 | $79.0 萬 | 0.01% | +486+4.4% | 加碼 |
| EULAV Asset Management | 11,900 | $81.5 萬 | 0.02% | −64,500−84.4% | 減碼 |
| Amundi | 12,449 | $84.5 萬 | 0.00% | +12,350+12,474.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 12,364 | $84.6 萬 | 0.05% | −19,152−60.8% | 減碼 |
| Dimensional Fund Advisors LP | 12,624 | $86.4 萬 | 0.00% | +2,015+19.0% | 加碼 |
| Sterling Capital Management LLC | 13,056 | $89.4 萬 | 0.01% | +4,593+54.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $90.8 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 13,400 | $91.7 萬 | 0.00% | −500−3.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,540 | $92.7 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 13,682 | $93.7 萬 | 0.00% | −4,668−25.4% | 減碼 |
| Voya Investment Management LLC | 13,808 | $94.5 萬 | 0.00% | +138+1.0% | 加碼 |
| Los Angeles Capital Management LLC | 14,038 | $96.1 萬 | 0.00% | −17,146−55.0% | 減碼 |
| Arizona State Retirement System | 14,391 | $98.5 萬 | 0.01% | +344+2.4% | 加碼 |
| Nicholas Investment Partners, LP | 15,000 | $102.7 萬 | 0.09% | −25,433−62.9% | 減碼 |
| Ceera Investments, LLC | 15,301 | $104.7 萬 | 0.32% | +15,301 | 新進 |
| Vancity Investment Management Ltd | 15,406 | $105.5 萬 | 0.13% | +4,138+36.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 16,021 | $109.7 萬 | 0.05% | +2,752+20.7% | 加碼 |
| Ensign Peak Advisors, Inc | 16,117 | $110.3 萬 | 0.00% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 16,640 | $113.9 萬 | 0.04% | 00.0% | 不變 |
| LPL Financial LLC | 17,935 | $122.8 萬 | 0.00% | +1,541+9.4% | 加碼 |
| Quadrature Capital Ltd | 18,039 | $123.5 萬 | 0.02% | +13,638+309.9% | 加碼 |
| Cetera Investment Advisers | 18,048 | $123.5 萬 | 0.00% | −105−0.6% | 減碼 |
| HRT Financial LP | 18,203 | $124.5 萬 | 0.01% | −8,095−30.8% | 減碼 |
| HighTower Advisors, LLC | 18,374 | $125.8 萬 | 0.00% | −1,537−7.7% | 減碼 |
| Janney Montgomery Scott LLC | 18,850 | $129.0 萬 | 0.00% | −746−3.8% | 減碼 |
| US Bancorp | 18,863 | $129.1 萬 | 0.00% | −2,294−10.8% | 減碼 |
| Janus Henderson Group PLC | 19,753 | $135.2 萬 | 0.00% | −3,000−13.2% | 減碼 |
| Quantbot Technologies LP | 20,215 | $138.4 萬 | 0.04% | +10,537+108.9% | 加碼 |
| Intech Investment Management LLC | 21,977 | $150.4 萬 | 0.01% | −6,141−21.8% | 減碼 |
| Aequim Alternative Investments LP | 22,200 | $152.0 萬 | 0.05% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 23,868 | $163.4 萬 | 0.26% | +23,868 | 新進 |
| Rosenblum Silverman Sutton S F Inc | 24,731 | $169.3 萬 | 0.41% | +2,500+11.2% | 加碼 |
| Polar Asset Management Partners Inc. | 24,771 | $169.6 萬 | 0.04% | −60,604−71.0% | 減碼 |
| Ci Investments Inc. | 26,414 | $180.8 萬 | 0.01% | −5,200−16.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,495 | $188.2 萬 | 0.00% | +2,230+8.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 27,588 | $188.8 萬 | 0.11% | −575−2.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 27,662 | $189.3 萬 | 0.00% | −2,280−7.6% | 減碼 |
| XTX Topco Ltd | 27,698 | $189.6 萬 | 0.08% | +2,136+8.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 27,895 | $190.9 萬 | 0.01% | +4,868+21.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 27,919 | $191.1 萬 | 0.10% | +680+2.5% | 加碼 |
| Siren, L.L.C. | 28,000 | $191.7 萬 | 0.10% | +10,500+60.0% | 加碼 |
| HSBC Holdings PLC | 28,541 | $193.5 萬 | 0.00% | +2,564+9.9% | 加碼 |
| MetLife Investment Management | 29,953 | $205.0 萬 | 0.01% | −26−0.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 35,196 | $241.0 萬 | 0.34% | +6,825+24.1% | 加碼 |