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 3 季 13F 持有人
Workiva Inc 在 2025/9/30 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
- 314
- 較 2025 年第 2 季 +5 家
- 持有股數
- 4,860 萬
- 較 2025 年第 2 季 +292.8 萬 (+6.4%)
- 總市值
- $41.6 億
- 較 2025 年第 2 季 +$10.4 億 (+33.2%)
- 新進機構
- 55
- 另有 103 家加碼
- 清倉機構
- 50
- 另有 109 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,268 | $28.1 萬 | 0.03% | +146+4.7% | 加碼 |
| Mackenzie Financial Corp | 3,282 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 3,319 | $28.6 萬 | 0.00% | +3,319 | 新進 |
| RIA Advisory Group LLC | 3,538 | $30.5 萬 | 0.08% | −2−0.1% | 減碼 |
| Brevan Howard Capital Management LP | 3,540 | $30.5 萬 | 0.00% | +3,540 | 新進 |
| Inlight Wealth Management, LLC | 3,607 | $31.0 萬 | 0.15% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 3,619 | $31.2 萬 | 0.02% | −35−1.0% | 減碼 |
| Voya Financial Advisors, Inc. | 3,758 | $32.0 萬 | 0.03% | −140−3.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,777 | $32.5 萬 | 0.00% | −48−1.3% | 減碼 |
| Principal Financial Group Inc | 3,850 | $33.1 萬 | 0.00% | +286+8.0% | 加碼 |
| Xponance, Inc. | 3,947 | $34.0 萬 | 0.00% | +51+1.3% | 加碼 |
| Summit Global Investments | 3,951 | $34.0 萬 | 0.02% | −3,395−46.2% | 減碼 |
| Park Avenue Securities LLC | 3,952 | $34.0 萬 | 0.00% | −224−5.4% | 減碼 |
| JustInvest LLC | 3,952 | $34.0 萬 | 0.00% | +3,952 | 新進 |
| Henshaw Capital LLC | 4,050 | $34.9 萬 | 0.01% | −1,476−26.7% | 減碼 |
| Mirabella Financial Services LLP | 4,067 | $35.0 萬 | 0.03% | +616+17.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,201 | $36.2 萬 | 0.01% | −953−18.5% | 減碼 |
| Freestone Grove Partners LP | 4,213 | $36.3 萬 | 0.00% | −1,893−31.0% | 減碼 |
| Bank of Montreal | 4,389 | $37.8 萬 | 0.00% | +1,106+33.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,482 | $38.4 萬 | 0.00% | +4,482 | 新進 |
| DC Investments Management, LLC | 4,456 | $38.4 萬 | 0.16% | 00.0% | 不變 |
| Glenmede Investment Management, LP | 4,477 | $38.5 萬 | 0.00% | −201−4.3% | 減碼 |
| Sage Rhino Capital LLC | 4,522 | $38.9 萬 | 0.08% | +18+0.4% | 加碼 |
| Tradition Wealth Management, LLC | 4,579 | $39.4 萬 | 0.03% | +20.0% | 加碼 |
| MML Investors Services, LLC | 4,716 | $40.6 萬 | 0.00% | −940−16.6% | 減碼 |
| Quantinno Capital Management LP | 4,743 | $40.8 萬 | 0.00% | +760+19.1% | 加碼 |
| Atria Investments LLC | 4,763 | $41.0 萬 | 0.00% | +134+2.9% | 加碼 |
| Captrust Financial Advisors | 4,776 | $41.1 萬 | 0.00% | +1,374+40.4% | 加碼 |
| Assenagon Asset Management S.A. | 4,916 | $42.3 萬 | 0.00% | −143,544−96.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,940 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,003 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 5,117 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 5,210 | $44.8 萬 | 0.13% | −33−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 5,214 | $44.9 萬 | 0.00% | −1,624−23.7% | 減碼 |
| Diversified Trust Co | 5,344 | $46.0 萬 | 0.01% | +5,344 | 新進 |
| CIBC Bancorp USA Inc. | 5,361 | $46.1 萬 | 0.00% | +5,361 | 新進 |
| Benjamin Edwards Inc | 5,398 | $46.5 萬 | 0.01% | +2,232+70.5% | 加碼 |
| SRS Capital Advisors, Inc. | 5,439 | $46.8 萬 | 0.01% | +5,407+16,896.9% | 加碼 |
| George Kaiser Family Foundation | 5,686 | $48.9 萬 | 0.07% | +5,686 | 新進 |
| Victory Capital Management Inc | 5,715 | $49.2 萬 | 0.00% | −132−2.3% | 減碼 |
| Groupama Asset Managment | – | $49.4 萬 | 0.01% | – | – |
| Bank of Nova Scotia | 6,085 | $52.4 萬 | 0.00% | +6,085 | 新進 |
| Empowered Funds, LLC | 6,263 | $53.9 萬 | 0.01% | −1,001−13.8% | 減碼 |
| Prudential Financial Inc | 6,274 | $54.0 萬 | 0.00% | +15+0.2% | 加碼 |
| Cerity Partners LLC | 6,295 | $54.2 萬 | 0.00% | +2,998+90.9% | 加碼 |
| CenterBook Partners LP | 6,310 | $54.3 萬 | 0.03% | +6,310 | 新進 |
| Legacy Bridge, LLC | 6,664 | $57.4 萬 | 0.24% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 6,820 | $58.7 萬 | 0.00% | −152−2.2% | 減碼 |
| Trust Point Inc. | 7,475 | $64.3 萬 | 0.05% | +604+8.8% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $65.0 萬 | 0.22% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 7,783 | $67.0 萬 | 0.26% | +7,783 | 新進 |
| Pictet Asset Management Holding SA | 7,941 | $68.4 萬 | 0.00% | +649+8.9% | 加碼 |
| Brookstone Capital Management | 8,329 | $71.7 萬 | 0.01% | +8,329 | 新進 |
| Mercer Global Advisors Inc | 8,356 | $71.9 萬 | 0.00% | +2,967+55.1% | 加碼 |
| Canada Pension Plan Investment Board | 8,400 | $72.3 萬 | 0.00% | +2,900+52.7% | 加碼 |
| Topline Capital Management, LLC | 8,471 | $72.9 萬 | 0.13% | −49,529−85.4% | 減碼 |
| Empower Advisory Group, LLC | 8,521 | $73.3 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 8,678 | $74.7 萬 | 0.02% | +8,678 | 新進 |
| ProShare Advisors LLC | 8,819 | $75.9 萬 | 0.00% | −1,946−18.1% | 減碼 |
| Voya Investment Management LLC | 9,191 | $79.1 萬 | 0.00% | −4,617−33.4% | 減碼 |
| Pathstone Holdings, LLC | 9,540 | $82.1 萬 | 0.00% | +313+3.4% | 加碼 |
| Teacher Retirement System of Texas | 9,913 | $85.3 萬 | 0.00% | +712+7.7% | 加碼 |
| Virginia Retirement Systems Et Al | 10,200 | $87.8 萬 | 0.01% | +10,200 | 新進 |
| KLP Kapitalforvaltning AS | 10,300 | $88.7 萬 | 0.00% | 00.0% | 不變 |
| Talbot Financial, LLC | 10,500 | $90.4 萬 | 0.08% | 00.0% | 不變 |
| US Bancorp | 10,886 | $93.7 萬 | 0.00% | −7,977−42.3% | 減碼 |
| Ensign Peak Advisors, Inc | 11,117 | $95.7 萬 | 0.00% | −5,000−31.0% | 減碼 |
| Franklin Resources Inc | 12,480 | $107.4 萬 | 0.00% | +8,691+229.4% | 加碼 |
| Two Sigma Investments, LP | 12,688 | $109.2 萬 | 0.00% | −143,560−91.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 13,540 | $116.6 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 13,761 | $118.5 萬 | 0.01% | −401,872−96.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 13,922 | $119.8 萬 | 0.01% | +2,384+20.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,037 | $120.8 萬 | 0.00% | +768+5.8% | 加碼 |
| Susquehanna International Group, LLP | 14,518 | $125.0 萬 | 0.00% | −83,706−85.2% | 減碼 |
| Arizona State Retirement System | 14,586 | $125.6 萬 | 0.01% | +195+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 15,225 | $131.1 萬 | 0.00% | +2,601+20.6% | 加碼 |
| Ceera Investments, LLC | 15,301 | $131.7 萬 | 0.41% | 00.0% | 不變 |
| CWM, LLC | 15,348 | $132.1 萬 | 0.00% | +6,105+66.0% | 加碼 |
| Vancity Investment Management Ltd | 15,450 | $133.0 萬 | 0.18% | +44+0.3% | 加碼 |
| Weiss Asset Management LP | 15,531 | $133.7 萬 | 0.02% | +15,531 | 新進 |
| Avantax Planning Partners, Inc. | 16,640 | $143.2 萬 | 0.04% | 00.0% | 不變 |
| New York State Common Retirement Fund | 16,819 | $144.8 萬 | 0.00% | −196,776−92.1% | 減碼 |
| HighTower Advisors, LLC | 17,024 | $146.5 萬 | 0.00% | −1,350−7.3% | 減碼 |
| Intech Investment Management LLC | 17,801 | $153.2 萬 | 0.01% | −4,176−19.0% | 減碼 |
| Janney Montgomery Scott LLC | 18,017 | $155.1 萬 | 0.00% | −833−4.4% | 減碼 |
| Mariner, LLC | 18,024 | $155.2 萬 | 0.00% | +4,342+31.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,145 | $156.2 萬 | 0.01% | −18,382−50.3% | 減碼 |
| Trexquant Investment LP | 18,328 | $157.8 萬 | 0.02% | −36,481−66.6% | 減碼 |
| Acadian Asset Management LLC | 18,733 | $161.0 萬 | 0.00% | −67,333−78.2% | 減碼 |
| Los Angeles Capital Management LLC | 19,477 | $167.7 萬 | 0.01% | +5,439+38.7% | 加碼 |
| Cetera Investment Advisers | 20,028 | $172.4 萬 | 0.00% | +1,980+11.0% | 加碼 |
| LPL Financial LLC | 20,290 | $174.7 萬 | 0.00% | +2,355+13.1% | 加碼 |
| Holocene Advisors, LP | 20,533 | $176.7 萬 | 0.00% | −35,475−63.3% | 減碼 |
| Advantage Alpha Capital Partners LP | 21,079 | $181.4 萬 | 0.55% | −57,368−73.1% | 減碼 |
| Janus Henderson Group PLC | 21,367 | $183.9 萬 | 0.00% | +1,614+8.2% | 加碼 |
| Edgestream Partners, L.P. | 21,467 | $184.8 萬 | 0.05% | −51,839−70.7% | 減碼 |
| Handelsbanken Fonder AB | 21,695 | $186.8 萬 | 0.01% | +8,295+61.9% | 加碼 |
| Creative Planning | 22,616 | $194.7 萬 | 0.00% | +16,714+283.2% | 加碼 |
| Ieq Capital, LLC | 23,165 | $199.4 萬 | 0.01% | +14,770+175.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 24,200 | $208.3 萬 | 0.00% | −22,600−48.3% | 減碼 |