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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 15,584 | $134.4 萬 | 0.00% | +7,228+86.5% | 加碼 |
| Marshall Wace, LLP | 15,699 | $135.4 萬 | 0.00% | +15,699 | 新進 |
| Handelsbanken Fonder AB | 15,895 | $137.1 萬 | 0.00% | −5,800−26.7% | 減碼 |
| Mirabella Financial Services LLP | 16,228 | $140.0 萬 | 0.13% | +12,161+299.0% | 加碼 |
| Algert Global LLC | 16,230 | $140.0 萬 | 0.02% | −213,329−92.9% | 減碼 |
| Janney Montgomery Scott LLC | 16,300 | $140.6 萬 | 0.00% | −1,717−9.5% | 減碼 |
| HighTower Advisors, LLC | 16,418 | $141.6 萬 | 0.00% | −606−3.6% | 減碼 |
| Dimensional Fund Advisors LP | 16,472 | $142.1 萬 | 0.00% | +1,247+8.2% | 加碼 |
| Avantax Planning Partners, Inc. | 16,640 | $143.5 萬 | 0.04% | 00.0% | 不變 |
| New York State Common Retirement Fund | 16,819 | $145.1 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,993 | $146.6 萬 | 0.00% | +2,956+21.1% | 加碼 |
| Intech Investment Management LLC | 17,801 | $153.5 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 18,776 | $161.9 萬 | 0.00% | −1,252−6.3% | 減碼 |
| Balyasny Asset Management LLC | 19,044 | $164.3 萬 | 0.00% | +19,044 | 新進 |
| Los Angeles Capital Management LLC | 19,477 | $168.5 萬 | 0.01% | 00.0% | 不變 |
| Neo Ivy Capital Management | 20,328 | $175.3 萬 | 0.28% | +20,328 | 新進 |
| LPL Financial LLC | 20,475 | $176.6 萬 | 0.00% | +185+0.9% | 加碼 |
| Susquehanna International Group, LLP | 21,255 | $183.3 萬 | 0.00% | +6,737+46.4% | 加碼 |
| Two Sigma Investments, LP | 23,201 | $200.1 萬 | 0.00% | +10,513+82.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 23,780 | $205.1 萬 | 0.01% | −3,905−14.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 24,395 | $210.4 萬 | 0.00% | −1,273−5.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 24,655 | $212.6 萬 | 0.00% | −7,318−22.9% | 減碼 |
| Verition Fund Management LLC | 25,100 | $216.5 萬 | 0.01% | −1,759−6.5% | 減碼 |
| Cerity Partners LLC | 25,558 | $220.4 萬 | 0.00% | +19,263+306.0% | 加碼 |
| Allianz Asset Management GmbH | 26,589 | $229.3 萬 | 0.00% | 00.0% | 不變 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,916 | $232.2 萬 | 0.00% | −75−0.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 27,236 | $234.9 萬 | 0.54% | −460−1.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 27,697 | $238.9 萬 | 0.13% | −144−0.5% | 減碼 |
| MetLife Investment Management | 27,805 | $239.8 萬 | 0.01% | −1,474−5.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 29,492 | $254.4 萬 | 0.14% | −1,036−3.4% | 減碼 |
| Citigroup Inc | 29,890 | $257.8 萬 | 0.00% | −50,103−62.6% | 減碼 |
| Federated Hermes, Inc. | 31,724 | $273.6 萬 | 0.00% | +31,724 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,247 | $278.1 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 32,443 | $279.8 萬 | 0.00% | +9,827+43.5% | 加碼 |
| CWM, LLC | 32,771 | $282.6 萬 | 0.01% | +17,423+113.5% | 加碼 |
| Mariner, LLC | 35,322 | $304.7 萬 | 0.00% | +17,298+96.0% | 加碼 |
| Aquatic Capital Management LLC | 35,856 | $309.3 萬 | 0.09% | −6,181−14.7% | 減碼 |
| Resources Investment Advisors, LLC. | 36,096 | $311.3 萬 | 0.03% | +160.0% | 加碼 |
| Ci Investments Inc. | 36,514 | $314.9 萬 | 0.01% | +8,200+29.0% | 加碼 |
| Alamar Capital Management, LLC | 37,220 | $321.0 萬 | 1.77% | −16,987−31.3% | 減碼 |
| Essex Investment Management Co LLC | 39,520 | $340.9 萬 | 0.52% | +38,792+5,328.6% | 加碼 |
| Stifel Financial Corp | 40,636 | $350.5 萬 | 0.00% | −2,248−5.2% | 減碼 |
| Invesco Ltd. | 41,770 | $360.3 萬 | 0.00% | +1,082+2.7% | 加碼 |
| Ingalls & Snyder LLC | 44,405 | $383.0 萬 | 0.14% | +422+1.0% | 加碼 |
| Aequim Alternative Investments LP | 44,815 | $386.5 萬 | 0.08% | +44,815 | 新進 |
| Raymond James Financial Inc | 46,284 | $399.2 萬 | 0.00% | −2,781−5.7% | 減碼 |
| Orser Capital Management, LLC | 47,187 | $407.0 萬 | 2.43% | −900−1.9% | 減碼 |
| California State Teachers Retirement System | 47,234 | $407.4 萬 | 0.00% | +546+1.2% | 加碼 |
| Herald Investment Management Ltd | 50,000 | $431.8 萬 | 0.56% | 00.0% | 不變 |
| Bridgewater Associates, LP | 50,254 | $433.4 萬 | 0.02% | +47,820+1,964.7% | 加碼 |
| EFG International AG | 50,770 | $438.4 萬 | 0.08% | +50,770 | 新進 |
| Legal & General Group Plc | 51,088 | $440.6 萬 | 0.00% | −4,918−8.8% | 減碼 |
| Great West Life Assurance Co | 51,036 | $440.7 萬 | 0.01% | −16,685−24.6% | 減碼 |
| Squarepoint Ops LLC | 51,992 | $448.4 萬 | 0.01% | −63,537−55.0% | 減碼 |
| 13D Management LLC | 52,000 | $448.5 萬 | 5.34% | +52,000 | 新進 |
| Abacus Planning Group, Inc. | 52,954 | $456.7 萬 | 0.61% | 00.0% | 不變 |
| Madison Asset Management, LLC | 53,138 | $458.3 萬 | 0.05% | +341+0.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 53,760 | $463.7 萬 | 0.36% | +14,246+36.1% | 加碼 |
| SG Americas Securities, LLC | 53,889 | $464.8 萬 | 0.01% | +53,889 | 新進 |
| Deutsche Bank AG | 54,260 | $468.0 萬 | 0.00% | +1,138+2.1% | 加碼 |
| Kopp Family Office, LLC | 55,866 | $481.8 萬 | 3.08% | −1,700−3.0% | 減碼 |
| Alliancebernstein L.P. | 58,059 | $500.8 萬 | 0.00% | −251−0.4% | 減碼 |
| Madison Avenue Partners, LP | 59,946 | $517.0 萬 | 0.22% | +59,946 | 新進 |
| Wells Fargo & Company | 60,551 | $522.3 萬 | 0.00% | +21,531+55.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 60,682 | $523.4 萬 | 0.06% | −4,112−6.3% | 減碼 |
| Rhumbline Advisers | 65,755 | $567.1 萬 | 0.00% | −11,877−15.3% | 減碼 |
| Ieq Capital, LLC | 68,225 | $588.4 萬 | 0.02% | +45,060+194.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 71,132 | $613.5 萬 | 0.09% | 00.0% | 不變 |
| Millennium Management LLC | 76,752 | $662.0 萬 | 0.00% | +52,394+215.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 78,416 | $676.3 萬 | 0.01% | −677−0.9% | 減碼 |
| Siren, L.L.C. | 79,123 | $682.4 萬 | 0.20% | +49,123+163.7% | 加碼 |
| King Luther Capital Management Corp | 80,083 | $690.7 萬 | 0.03% | +248+0.3% | 加碼 |
| Nicholas Company, Inc. | 80,916 | $697.9 萬 | 0.12% | +350.0% | 加碼 |
| Flputnam Investment Management Co | 81,391 | $702.0 萬 | 0.10% | +900+1.1% | 加碼 |
| Engineers Gate Manager LP | 83,433 | $719.6 萬 | 0.09% | +80,885+3,174.5% | 加碼 |
| California Public Employees Retirement System | 83,805 | $722.8 萬 | 0.00% | +1,476+1.8% | 加碼 |
| Panagora Asset Management Inc | 85,664 | $738.9 萬 | 0.03% | +21,295+33.1% | 加碼 |
| Qube Research & Technologies Ltd | 87,731 | $756.7 萬 | 0.01% | +20,249+30.0% | 加碼 |
| Mutual of America Capital Management LLC | 96,168 | $829.4 萬 | 0.09% | −634−0.7% | 減碼 |
| Prudential Financial Inc | 97,470 | $840.7 萬 | 0.01% | +91,196+1,453.6% | 加碼 |
| Swiss National Bank | 97,721 | $842.8 萬 | 0.01% | +2,200+2.3% | 加碼 |
| Summit Creek Advisors LLC | 105,500 | $909.9 萬 | 1.43% | +17,259+19.6% | 加碼 |
| State of Wisconsin Investment Board | 107,407 | $926.4 萬 | 0.02% | +3,386+3.3% | 加碼 |
| Russell Investments Group, Ltd. | 108,736 | $937.8 萬 | 0.01% | −10,557−8.8% | 減碼 |
| JPMorgan Chase & Co | 112,904 | $973.8 萬 | 0.00% | −274,711−70.9% | 減碼 |
| SEI Investments Co | 114,663 | $989.0 萬 | 0.01% | −19,839−14.7% | 減碼 |
| Trexquant Investment LP | 117,139 | $1,010 萬 | 0.09% | +98,811+539.1% | 加碼 |
| UBS Asset Management Americas Inc | 125,689 | $1,084 萬 | 0.00% | +3,996+3.3% | 加碼 |
| Oberweis Asset Management Inc | 127,500 | $1,100 萬 | 0.40% | +127,500 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,127 | $1,140 萬 | 0.01% | +131,503+21,074.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 132,412 | $1,142 萬 | 0.03% | −23,617−15.1% | 減碼 |
| Canada Pension Plan Investment Board | 135,500 | $1,169 萬 | 0.01% | +127,100+1,513.1% | 加碼 |
| Impax Asset Management Group plc | 136,086 | $1,174 萬 | 0.07% | 00.0% | 不變 |
| Praesidium Investment Management Company, LLC | 140,427 | $1,211 萬 | 2.24% | +52,506+59.7% | 加碼 |
| Envestnet Asset Management Inc | 146,920 | $1,267 萬 | 0.00% | −13,180−8.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 149,785 | $1,292 萬 | 0.02% | −13,614−8.3% | 減碼 |
| Polygon Management Ltd. | 150,000 | $1,294 萬 | 2.73% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 150,509 | $1,298 萬 | 0.14% | +147,899+5,666.6% | 加碼 |
| Comerica Bank | 151,317 | $1,305 萬 | 0.05% | +33,829+28.8% | 加碼 |
| Lakehouse Capital Pty Ltd | 151,993 | $1,311 萬 | 9.45% | +151,993 | 新進 |