跳到主要內容
Livermore
Livermore
中文EN

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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Workiva Inc 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

WK 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3487315−26
股數5,014 萬711.1 萬4,889 萬+586.5 萬 (+13.6%)
市值$43.2 億$6.13 億$29.2 億−$7.89 億 (−21.3%)

7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（48 家）

2026 年第 1 季季末持有 Workiva Inc、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 WK 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC3,955,667$2.36 億0.01%
Jericho Capital Asset Management L.P.2,465,745$1.47 億2.17%
Vanguard Capital Management LLC2,256,903$1.35 億0.00%
Hawk Ridge Capital Management LP1,091,582$6,509 萬2.37%
Vanguard Fiduciary Trust Co360,522$2,150 萬0.01%
Goldentree Asset Management LP358,248$2,133 萬1.26%
Cypress Point Investment Management LP102,698$612.4 萬1.44%
Man Group plc90,607$540.3 萬0.01%
Healthcare of Ontario Pension Plan Trust Fund85,762$511.4 萬0.01%
CIBC Bancorp USA Inc.80,719$481.3 萬0.01%
Vanguard Asset Management, Ltd46,382$276.6 萬0.00%
Jump Financial, LLC43,375$258.6 萬0.04%
D. E. Shaw & Co., Inc.38,461$229.3 萬0.00%
Tejara Capital Ltd37,300$222.4 萬0.73%
CI Private Wealth, LLC21,711$129.5 萬0.00%
Vanguard Global Advisers, LLC20,979$125.1 萬0.00%
Brevan Howard Capital Management LP19,399$115.7 萬0.01%
Jacobs Levy Equity Management, Inc12,523$74.7 萬0.00%
Vanguard Investments Australia, Ltd.12,202$72.8 萬0.00%
Ares Systematic Credit Ltd11,582$68.0 萬0.54%
Caption Management, LLC8,046$48.0 萬0.02%
Blackstone Group Inc.6,931$41.3 萬0.00%
DRW Securities, LLC6,085$36.3 萬0.02%
Qsemble Capital Management, LP4,911$29.3 萬0.02%
Virtu Financial LLC4,524$27.0 萬0.01%
Cornerstone Investment Partners, LLC4,407$26.3 萬0.01%
Twinbeech Capital LP4,100$24.4 萬0.03%
Mount Yale Investment Advisors, LLC3,434$20.5 萬0.00%
Toronto Dominion Bank3,186$19.0 萬0.00%
TD Waterhouse Canada Inc.2,819$16.8 萬0.00%
Banque Transatlantique SA1,658$9.89 萬0.00%
LMR Partners LLP723$4.31 萬0.00%
Advisory Services Network, LLC213$1.27 萬0.00%
International Assets Investment Management, LLC92$5,4930.00%
Whittier Trust Co90$5,3790.00%
Bell Investment Advisors, Inc67$3,9960.00%
Wealth Preservation Advisors, LLC61$3,6370.00%
Mather Group, LLC.46$2,7430.00%
Bayban44$2,6240.00%
CVA Family Office, LLC32$1,9080.00%
Kilter Group LLC21$1,2530.00%
Salem Investment Counselors Inc20$1,1930.00%
UMA Financial Services, Inc.9$5370.00%
JPL Wealth Management, LLC6$3580.00%
Vermillion Wealth Management, Inc.1$600.00%
TFC Financial Management1$600.00%
Twin Peaks Wealth Advisors, LLC1$600.00%
Hughes Financial Services, LLC1$600.00%

清倉機構（74 家）

2025 年第 4 季季末持有 Workiva Inc、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 WK 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Nordea Investment Management AB1,290,923$1.11 億
T. Rowe Price Investment Management, Inc.842,025$7,263 萬
Assenagon Asset Management S.A.740,102$6,383 萬
Jain Global LLC221,786$1,913 萬
Standard Life Aberdeen plc218,382$1,884 萬
Point72 Asset Management, L.P.216,310$1,866 萬
Oberweis Asset Management Inc127,500$1,100 萬
Panagora Asset Management Inc85,664$738.9 萬
California Public Employees Retirement System83,805$722.8 萬
Flputnam Investment Management Co81,391$702.0 萬
Susquehanna Portfolio Strategies, LLC71,132$613.5 萬
Madison Avenue Partners, LP59,946$517.0 萬
Bridgewater Associates, LP50,254$433.4 萬
Herald Investment Management Ltd50,000$431.8 萬
Ci Investments Inc.36,514$314.9 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main32,247$278.1 萬
Verition Fund Management LLC25,100$216.5 萬
Neo Ivy Capital Management20,328$175.3 萬
Cetera Investment Advisers18,776$161.9 萬
HRT Financial LP13,623$117.4 萬
CenterBook Partners LP11,953$103.1 萬
TD Asset Management Inc10,784$93.0 萬
Readystate Asset Management LP10,000$86.3 萬
Inceptionr LLC6,481$55.9 萬
Virginia Retirement Systems Et Al6,300$54.3 萬
PharVision Advisers, LLC5,892$50.8 萬
Benjamin Edwards Inc5,348$46.1 萬
Diversified Trust Co5,344$46.1 萬
Harvest Fund Management Co., Ltd3,940$43.1 萬
Buckingham Strategic Partners3,934$33.9 萬
MML Investors Services, LLC3,889$33.5 萬
Aigen Investment Management, LP3,869$33.4 萬
Truist Financial Corp3,837$33.1 萬
Park Avenue Securities LLC3,774$32.6 萬
Two Sigma Advisers, LP3,600$31.1 萬
Voya Financial Advisors, Inc.3,578$31.0 萬
Pallas Capital Advisors LLC3,509$30.3 萬
Mitsubishi UFJ Trust & Banking Corp3,272$28.2 萬
Merit Financial Group, LLC3,151$27.2 萬
Mackenzie Financial Corp3,151$27.1 萬
Two Sigma Securities, LLC3,097$26.7 萬
Foster Group, Inc.3,069$26.5 萬
Gotham Asset Management, LLC2,912$25.1 萬
United Bank2,639$22.8 萬
Quest Partners LLC2,603$22.5 萬
Hardy Reed LLC2,543$21.9 萬
Capstone Investment Advisors, LLC2,454$21.2 萬
Sanctuary Advisors, LLC2,432$21.0 萬
Susquehanna Fundamental Investments, LLC2,372$20.5 萬
Amalgamated Bank1,580$13.6 萬
Kestra Advisory Services, LLC1,078$9.30 萬
Quarry LP407$3.51 萬
Danske Bank A/S200$1.73 萬
Colonial Trust Co169$1.46 萬
Aster Capital Management (DIFC) Ltd160$1.38 萬
CBIZ Investment Advisory Services, LLC92$7,935
Birchwood Financial Partners, Inc.82$7,073
Brown Brothers Harriman & Co67$5,779
Golden State Wealth Management, LLC44$3,795
Cornerstone Planning Group LLC42$3,414
Bare Financial Services, Inc29$2,501
Simplex Trading, LLC26$2,242
Sunbelt Securities, Inc.26$2,242
SageView Advisory Group, LLC21$1,812
Clearstead Advisors, LLC19$1,639
Elyxium Wealth, LLC15$1,294
Bogart Wealth, LLC14$1,208
IFC & Insurance Marketing, Inc.10$1,000
Torren Management, LLC9$776
TD Private Client Wealth LLC7$604
Advocate Investing Services LLC7$604
HFM Investment Advisors, LLC2$173
DV Trading LLC2$172
Transamerica Financial Advisors, Inc.1$86

尚未申報 2026 年第 1 季的機構（7 家）

2025 年第 4 季季末持有 Workiva Inc、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 WK、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc6,259,001$5.40 億
Norges Bank618,845$5,338 萬
Comerica Bank151,317$1,305 萬
CIBC Private Wealth Group, LLC78,416$676.3 萬
CIBC World Markets Corp3,327$28.7 萬
GPS Wealth Strategies Group, LLC190$1.64 萬
Global Retirement Partners, LLC48$4,140