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 4 季 13F 持有人
Workiva Inc 在 2025/12/31 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
- 348
- 較 2025 年第 3 季 +42 家
- 持有股數
- 5,014 萬
- 較 2025 年第 3 季 +176.0 萬 (+3.6%)
- 總市值
- $43.2 億
- 較 2025 年第 3 季 +$1.78 億 (+4.3%)
- 新進機構
- 75
- 另有 113 家加碼
- 清倉機構
- 33
- 另有 112 家減碼
另有 8 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hardy Reed LLC | 2,543 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Quest Partners LLC | 2,603 | $22.5 萬 | 0.01% | +2,021+347.3% | 加碼 |
| XTX Topco Ltd | 2,632 | $22.7 萬 | 0.01% | +2,632 | 新進 |
| United Bank | 2,639 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,826 | $24.4 萬 | 0.02% | +4+0.1% | 加碼 |
| Bayforest Capital Ltd | 2,849 | $24.6 萬 | 0.18% | +2,849 | 新進 |
| STRS Ohio | 2,900 | $25.0 萬 | 0.00% | +300+11.5% | 加碼 |
| Gotham Asset Management, LLC | 2,912 | $25.1 萬 | 0.00% | +2,912 | 新進 |
| Principal Financial Group Inc | 2,971 | $25.6 萬 | 0.00% | −879−22.8% | 減碼 |
| Foster Group, Inc. | 3,069 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,097 | $26.7 萬 | 0.04% | +3,097 | 新進 |
| Fox Run Management, L.L.C. | 3,137 | $27.1 萬 | 0.04% | +62+2.0% | 加碼 |
| Mackenzie Financial Corp | 3,151 | $27.1 萬 | 0.00% | −131−4.0% | 減碼 |
| Merit Financial Group, LLC | 3,151 | $27.2 萬 | 0.00% | +3,151 | 新進 |
| Kings Path Partners LLC | 3,220 | $27.8 萬 | 0.10% | 00.0% | 不變 |
| Larson Financial Group LLC | 3,259 | $28.1 萬 | 0.01% | +395+13.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 3,272 | $28.2 萬 | 0.00% | +3,272 | 新進 |
| CIBC World Markets Corp | 3,327 | $28.7 萬 | 0.00% | +3,327 | 新進 |
| EntryPoint Capital, LLC | 3,364 | $29.0 萬 | 0.11% | +3,364 | 新進 |
| Wealth Alliance | 3,368 | $29.0 萬 | 0.03% | +100+3.1% | 加碼 |
| RIA Advisory Group LLC | 3,440 | $29.7 萬 | 0.07% | −98−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,589 | $29.8 萬 | 0.00% | +270+8.1% | 加碼 |
| Pallas Capital Advisors LLC | 3,509 | $30.3 萬 | 0.01% | +3,509 | 新進 |
| Callan Family Office, LLC | 3,516 | $30.3 萬 | 0.01% | +3,516 | 新進 |
| Voya Financial Advisors, Inc. | 3,578 | $31.0 萬 | 0.03% | −180−4.8% | 減碼 |
| Two Sigma Advisers, LP | 3,600 | $31.1 萬 | 0.00% | +3,600 | 新進 |
| Inlight Wealth Management, LLC | 3,607 | $31.1 萬 | 0.11% | 00.0% | 不變 |
| Lazard Asset Management LLC | 3,697 | $31.9 萬 | 0.00% | −47,455−92.8% | 減碼 |
| Bank of Montreal | 3,707 | $32.0 萬 | 0.00% | −682−15.5% | 減碼 |
| Park Avenue Securities LLC | 3,774 | $32.6 萬 | 0.00% | −178−4.5% | 減碼 |
| Magnetar Financial LLC | 3,791 | $32.7 萬 | 0.00% | +3,791 | 新進 |
| Truist Financial Corp | 3,837 | $33.1 萬 | 0.00% | +3,837 | 新進 |
| Aigen Investment Management, LP | 3,869 | $33.4 萬 | 0.08% | +1,528+65.3% | 加碼 |
| MML Investors Services, LLC | 3,889 | $33.5 萬 | 0.00% | −827−17.5% | 減碼 |
| Ensign Peak Advisors, Inc | 3,917 | $33.8 萬 | 0.00% | −7,200−64.8% | 減碼 |
| Buckingham Strategic Partners | 3,934 | $33.9 萬 | 0.00% | +3,934 | 新進 |
| Xponance, Inc. | 3,970 | $34.2 萬 | 0.00% | +23+0.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,082 | $35.2 萬 | 0.01% | −119−2.8% | 減碼 |
| Everest Financial Group LLC | 4,182 | $36.1 萬 | 0.08% | +4,182 | 新進 |
| Dynamic Technology Lab Private Ltd | 4,288 | $37.0 萬 | 0.08% | +4,288 | 新進 |
| JustInvest LLC | 4,368 | $37.7 萬 | 0.00% | +416+10.5% | 加碼 |
| Atria Investments LLC | 4,420 | $38.1 萬 | 0.00% | −343−7.2% | 減碼 |
| Glenmede Trust Co NA | 4,504 | $38.8 萬 | 0.00% | +4,504 | 新進 |
| Sage Rhino Capital LLC | 4,527 | $39.0 萬 | 0.07% | +5+0.1% | 加碼 |
| Amundi | 4,527 | $39.0 萬 | 0.00% | +4,527 | 新進 |
| Graham Capital Management, L.P. | 4,541 | $39.2 萬 | 0.01% | +4,541 | 新進 |
| Tradition Wealth Management, LLC | 4,632 | $40.0 萬 | 0.03% | +53+1.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,955 | $42.7 萬 | 0.00% | +1,178+31.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,940 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 5,003 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 5,073 | $43.8 萬 | 0.00% | −141−2.7% | 減碼 |
| Pensionmark Financial Group, LLC | 5,124 | $44.2 萬 | 0.01% | +7+0.1% | 加碼 |
| Vident Advisory, LLC | 5,278 | $45.5 萬 | 0.00% | +5,278 | 新進 |
| Diversified Trust Co | 5,344 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| Benjamin Edwards Inc | 5,348 | $46.1 萬 | 0.01% | −50−0.9% | 減碼 |
| Victory Capital Management Inc | 5,741 | $49.5 萬 | 0.00% | +26+0.5% | 加碼 |
| US Bancorp | 5,812 | $50.1 萬 | 0.00% | −5,074−46.6% | 減碼 |
| PharVision Advisers, LLC | 5,892 | $50.8 萬 | 0.26% | +5,892 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 5,899 | $50.9 萬 | 0.00% | −921−13.5% | 減碼 |
| Boothbay Fund Management, LLC | 6,257 | $54.0 萬 | 0.01% | −2,421−27.9% | 減碼 |
| Virginia Retirement Systems Et Al | 6,300 | $54.3 萬 | 0.00% | −3,900−38.2% | 減碼 |
| Inceptionr LLC | 6,481 | $55.9 萬 | 0.16% | +6,481 | 新進 |
| Acadian Asset Management LLC | 6,688 | $57.3 萬 | 0.00% | −12,045−64.3% | 減碼 |
| Legacy Bridge, LLC | 6,664 | $57.5 萬 | 0.23% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 6,735 | $58.1 萬 | 0.03% | +6,735 | 新進 |
| Empowered Funds, LLC | 6,775 | $58.4 萬 | 0.01% | +512+8.2% | 加碼 |
| Pictet Asset Management Holding SA | 6,891 | $59.4 萬 | 0.00% | −1,050−13.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,927 | $59.7 萬 | 0.00% | −11,218−61.8% | 減碼 |
| Trust Point Inc. | 7,555 | $65.2 萬 | 0.05% | +80+1.1% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $65.2 萬 | 0.14% | 00.0% | 不變 |
| George Kaiser Family Foundation | 7,917 | $68.3 萬 | 0.09% | +2,231+39.2% | 加碼 |
| Teacher Retirement System of Texas | 8,022 | $69.2 萬 | 0.00% | −1,891−19.1% | 減碼 |
| Colony Group, LLC | 8,458 | $73.0 萬 | 0.00% | +8,458 | 新進 |
| Empower Advisory Group, LLC | 8,521 | $73.5 萬 | 0.00% | 00.0% | 不變 |
| Quantinno Capital Management LP | 8,773 | $75.7 萬 | 0.00% | +4,030+85.0% | 加碼 |
| Voya Investment Management LLC | 9,085 | $78.4 萬 | 0.00% | −106−1.2% | 減碼 |
| Pathstone Holdings, LLC | 9,329 | $80.5 萬 | 0.00% | −211−2.2% | 減碼 |
| ProShare Advisors LLC | 9,433 | $81.4 萬 | 0.00% | +614+7.0% | 加碼 |
| Captrust Financial Advisors | 9,872 | $85.1 萬 | 0.00% | +5,096+106.7% | 加碼 |
| Readystate Asset Management LP | 10,000 | $86.3 萬 | 0.04% | −361,224−97.3% | 減碼 |
| Talbot Financial, LLC | 10,500 | $90.6 萬 | 0.07% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 10,600 | $91.4 萬 | 0.00% | +300+2.9% | 加碼 |
| TD Asset Management Inc | 10,784 | $93.0 萬 | 0.00% | −13,936−56.4% | 減碼 |
| Woodline Partners LP | 11,261 | $97.1 萬 | 0.00% | −2,500−18.2% | 減碼 |
| Bridgefront Capital, LLC | 11,382 | $98.2 萬 | 0.25% | +6,172+118.5% | 加碼 |
| CenterBook Partners LP | 11,953 | $103.1 萬 | 0.05% | +5,643+89.4% | 加碼 |
| Vancity Investment Management Ltd | 12,408 | $107.0 萬 | 0.15% | −3,042−19.7% | 減碼 |
| Tudor Investment Corp Et Al | 12,426 | $107.2 萬 | 0.01% | +12,426 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 12,588 | $109.0 萬 | 0.00% | +8,106+180.9% | 加碼 |
| Occudo Quantitative Strategies LP | 13,534 | $116.7 萬 | 0.08% | +13,534 | 新進 |
| State Board of Administration of Florida Retirement System | 13,540 | $116.8 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 13,623 | $117.4 萬 | 0.00% | +13,623 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 13,715 | $118.3 萬 | 0.01% | −207−1.5% | 減碼 |
| Arizona State Retirement System | 13,802 | $119.0 萬 | 0.01% | −784−5.4% | 減碼 |
| HSBC Holdings PLC | 13,880 | $119.6 萬 | 0.00% | +13,880 | 新進 |
| Lavelle Capital LP | 14,805 | $127.7 萬 | 0.81% | +14,805 | 新進 |
| Franklin Resources Inc | 14,997 | $129.3 萬 | 0.00% | +2,517+20.2% | 加碼 |
| Dark Forest Capital Management LP | 15,154 | $130.7 萬 | 0.06% | +15,154 | 新進 |
| Highland Capital Management Fund Advisors, L.P. | 15,320 | $132.1 萬 | 0.09% | +15,320 | 新進 |
| Brookstone Capital Management | 15,329 | $132.2 萬 | 0.02% | +7,000+84.0% | 加碼 |