WorkivaWK
13F holders, Q1 2024 (March 31)302holders
6famous investors
$84.91avg. 13F price*
At the end of Q1 2024, 302 institutions reported holding Workiva Inc. (WK) in their 13F filings. The largest holders were Vanguard Group Inc. ($439.8M), BlackRock Inc. ($349.8M) and FMR LLC ($282.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.4M |
| Exits | 54 | $74.5M |
Ownership 302 holders
| Vanguard Group Inc. | 0.01% | Add +3.6% | 5,185,929 | $439.8M |
| BlackRock Inc. | 0.01% | Add +2.0% | 4,125,542 | $349.8M |
| FMR LLC | 0.02% | Add +36.7% | 3,326,865 | $282.1M |
| Macquarie Group Ltd. | 0.20% | Add +0.5% | 2,042,159 | $173.2M |
| Riverbridge Partners LLC | 2.02% | Reduce -2.9% | 1,947,638 | $165.2M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +8.6% | 1,702,889 | $144.4M |
| JPMorgan Chase & Co. | 0.01% | Add +15.2% | 1,649,142 | $139.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.6% | 1,481,295 | $125.6M |
| Champlain Investment Partners, LLC | 0.65% | Add +58.2% | 1,340,114 | $113.6M |
| State Street Corp. | 0.00% | Add +2.1% | 1,191,857 | $101.1M |
| Artisan Partners Limited Partnership | 0.14% | Reduce -8.6% | 1,165,815 | $98.9M |
| Conestoga Capital Advisors, LLC | 1.42% | Add +21.4% | 1,156,215 | $98.0M |
| Brown Advisory Inc. | 0.12% | Reduce -0.3% | 1,090,360 | $92.5M |
| Brown Capital Management LLC | 1.58% | Reduce -17.1% | 1,054,680 | $89.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.8% | 1,050,942 | $89.1M |
| First Trust Advisors LP | 0.07% | Add +22.2% | 766,217 | $65.0M |
| Mairs & Power Inc. | 0.62% | Reduce -1.5% | 757,234 | $64.2M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.0% | 687,126 | $58.3M |
| DF Dent & Co. Inc. | 0.68% | Add +32.8% | 656,094 | $55.6M |
| Renaissance Technologies | 0.08% | Reduce -1.1% | 610,900 | $51.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.2% | 589,784 | $50.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +0.1% | 564,792 | $47.9M |
| Norges Bank | 0.01% | Reduce -12.4% | 492,073 | $41.7M |
| New York State Common Retirement Fund | 0.05% | Reduce -2.6% | 431,029 | $36.6M |
| UBS Group AG | 0.01% | Add +20.4% | 410,782 | $34.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.1% | 403,815 | $34.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +29.9% | 349,789 | $34.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +17.2% | 401,662 | $34.1M |
| TimesSquare Capital Management, LLC | 0.49% | Reduce -5.2% | 397,032 | $33.7M |
| Aberdeen Group plc | 0.07% | Reduce -2.4% | 395,258 | $33.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.8% | 390,939 | $33.2M |
| Granahan Investment Management, LLC | 1.15% | Reduce -8.1% | 385,044 | $32.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -2.8% | 372,185 | $31.6M |
| Deutsche Bank AG | 0.01% | Reduce -1.3% | 369,538 | $31.3M |
| Millennium Management | 0.03% | Reduce -11.0% | 359,524 | $30.5M |
| William Blair Investment Management, LLC | 0.08% | Add +6.1% | 348,827 | $29.6M |
| Bank of America Corp. | 0.00% | Add +1.9% | 345,553 | $29.3M |
| Bank of New York Mellon Corp | 0.01% | Add +0.9% | 343,729 | $29.1M |
| Morgan Stanley | 0.00% | Add +10.9% | 291,260 | $24.7M |
| Ranger Investment Management, L.P. | 1.46% | Reduce -32.1% | 267,849 | $22.7M |
| Sei Investments Co. | 0.03% | Reduce -4.1% | 245,368 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 235,354 | $20.0M |
| Bessemer Group Inc. | 0.03% | Add +10.0% | 209,692 | $17.8M |
| Swedbank AB | 0.02% | Add +60.3% | 190,800 | $16.2M |
| AEGON ASSET MANAGEMENT UK Plc | 0.24% | Reduce -47.3% | 190,000 | $16.1M |
| Squarepoint Ops LLC | 0.06% | Add +0.4% | 172,829 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.2% | 142,230 | $12.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -22.0% | 141,961 | $12.0M |
| Impax Asset Management Group plc | 0.04% | No change | 136,086 | $11.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -28.7% | 130,985 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 118,306 | $10.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -29.9% | 110,445 | $9.4M |
| AXA S.A. | 0.03% | Add +0.7% | 105,839 | $9.0M |
| Credit Suisse AG/ | 0.01% | Reduce -1.6% | 103,599 | $8.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.9% | 99,409 | $8.4M |
| Balyasny Asset Management L.P. | 0.02% | Add +288.3% | 97,559 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.7% | 97,539 | $8.3M |
| Swiss National Bank | 0.01% | Add +1.0% | 94,121 | $8.0M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 91,374 | $7.7M |
| Comerica Bank | 0.03% | Add +23.8% | 87,999 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -40.3% | 83,884 | $7.1M |
| Man Group plc | 0.02% | Reduce -27.4% | 82,250 | $7.0M |
| Jane Street Group, LLC | 0.01% | Reduce -7.1% | 80,703 | $6.8M |
| Tensile Capital Management LP | 0.74% | New | 80,000 | $6.8M |
| Oppenheimer Asset Management Inc. | 0.10% | Reduce -6.0% | 79,637 | $6.8M |
| Barclays PLC | 0.00% | Reduce -10.5% | 78,880 | $6.7M |
| Federated Hermes, Inc. | 0.02% | Reduce -28.9% | 77,929 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +15.7% | 76,702 | $6.5M |
| Kopp LeRoy C | 3.70% | — | 76,427 | $6.5M |
| Kopp Family Office, LLC | 3.70% | Add +0.1% | 76,427 | $6.5M |
| EULAV Asset Management | 0.18% | No change | 76,400 | $6.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -39.6% | 73,500 | $6.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 72,166 | $6.1M |
| Voya Investment Management LLC | 0.01% | Add +50.5% | 72,008 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -25.3% | 71,256 | $6.0M |
| Ingalls & Snyder LLC | 0.27% | Add +41.8% | 70,740 | $6.0M |
| Wellington Management Group LLP | 0.00% | Reduce -56.8% | 67,735 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +5.6% | 65,390 | $5.5M |
| King Luther Capital Management Corp. | 0.03% | Reduce -1.9% | 65,208 | $5.5M |
| Advantage Alpha Capital Partners LP | 1.02% | Reduce -7.5% | 64,233 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.7% | 63,598 | $5.4M |
| Engineers Gate Manager LP | 0.14% | Add +157.0% | 63,456 | $5.4M |
| Orser Capital Management, LLC | 4.68% | Add +1.1% | 58,878 | $5.0M |
| Holocene Advisors, LP | 0.02% | Add +433.3% | 56,842 | $4.8M |
| Point72 Asset Management | 0.01% | New | 52,706 | $4.5M |
| Raymond James & Associates | 0.00% | Add +47.7% | 51,814 | $4.4M |
| Stifel Financial Corp. | 0.01% | Add +5.7% | 51,516 | $4.4M |
| BNP Paribas Financial Markets | 0.01% | Add +9.9% | 50,689 | $4.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | New | 50,000 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 48,606 | $4.1M |
| California State Teachers Retirement System | 0.01% | Reduce -4.9% | 47,886 | $4.1M |
| Next Century Growth Investors LLC | 0.35% | Add +3.6% | 47,845 | $4.1M |
| Burney Co./ | 0.14% | New | 43,373 | $3.7M |
| Moody Aldrich Partners LLC | 0.60% | Reduce -7.8% | 41,733 | $3.5M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.9% | 41,648 | $3.5M |
| Trexquant Investment LP | 0.07% | Reduce -6.3% | 39,527 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +10.0% | 39,500 | $3.3M |
| SQN Investors LP | 2.15% | New | 39,300 | $3.3M |
| AQR Capital Management | 0.01% | Add +3.3% | 37,190 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.9% | 36,516 | $3.1M |
| Knights of Columbus Asset Advisors LLC | 0.21% | Reduce -22.9% | 33,487 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +22.6% | 32,809 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.3% | 28,841 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 27,301 | $2.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.65% | Reduce -4.4% | 27,137 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -97.3% | 26,330 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +376.8% | 25,876 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 25,286 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -53.4% | 24,900 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -24.0% | 24,542 | $2.1M |
| American International Group, Inc. | 0.01% | Reduce -0.8% | 24,516 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Reduce -1.1% | 24,443 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 23,687 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.5% | 23,619 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 23,008 | $2.0M |
| CenterBook Partners LP | 0.13% | Add +452.4% | 21,775 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 20,686 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +100.0% | 20,390 | $1.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 19,935 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 19,845 | $1.7M |
| Moody National Bank Trust Division | 0.13% | Add +13.4% | 19,734 | $1.7M |
| LPL Financial LLC | 0.00% | Add +3.6% | 19,410 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -18.6% | 19,254 | $1.6M |
| Cetera Investment Advisers | 0.00% | New | 19,215 | $1.6M |
| Legacy Bridge, LLC | 0.95% | Reduce -5.4% | 19,164 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +9.2% | 15,260 | $1.6M |
| Azzad Asset Management Inc. | 0.18% | Reduce -0.3% | 17,871 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.1% | 17,746 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -29.4% | 17,609 | $1.5M |
| Trust Point Inc. | 0.11% | Add +37.2% | 16,910 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.3% | 16,707 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 16,117 | $1.4M |
| Los Angeles Capital Management LLC | 0.00% | Add +0.3% | 16,109 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +40.4% | 15,880 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +1318.3% | 14,935 | $1.3M |
| Semanteon Capital Management, LP | 0.80% | Add +50.9% | 14,807 | $1.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -4.6% | 14,245 | $1.2M |
| Vancity Investment Management Ltd | 0.14% | Add +47.4% | 13,428 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +0.6% | 13,142 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 13,107 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.12% | Reduce -10.4% | 13,039 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -48.4% | 12,552 | $1.1M |
| Occudo Quantitative Strategies LP | 0.19% | Reduce -73.9% | 12,526 | $1.1M |
| Aigen Investment Management, LP | 0.23% | Add +48.2% | 12,239 | $1.0M |
| Diversified Trust Co. | 0.03% | Add +98.0% | 11,410 | $968K |
| Captrust Financial Advisors | 0.00% | Reduce -47.9% | 10,875 | $922K |
| Petrus Trust Company, LTA | 0.08% | Add +17.2% | 10,594 | $898K |
| Talbot Financial, LLC | 0.12% | No change | 10,500 | $890K |
| Glenmede Trust Co. NA | 0.00% | Add +14.2% | 10,239 | $868K |
| Victory Capital Management Inc. | 0.00% | Add +57.5% | 10,170 | $862K |
| ProShare Advisors LLC | 0.00% | Add +10.2% | 9,566 | $811K |
| Numerai GP LLC | 0.35% | Reduce -77.5% | 9,524 | $808K |
| Marshall Wace, LLP | 0.00% | New | 9,050 | $767K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.3% | 8,978 | $761K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $723K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 8,512 | $722K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,000 | $678K |
| Bell Bank | 0.06% | Reduce -12.6% | 7,990 | $678K |
| Schroder Investment Management Group | 0.00% | Add +51.5% | 7,860 | $667K |
| Bank of Montreal | 0.00% | Reduce -3.3% | 7,663 | $657K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.3% | 7,170 | $608K |
| Fox Run Management, L.L.C. | 0.13% | New | 7,074 | $600K |
| Corton Capital Inc. | 0.22% | Reduce -4.5% | 6,986 | $592K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.9% | 6,888 | $584K |
| Principal Financial Group Inc. | 0.00% | Add +16.6% | 6,686 | $567K |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -32.1% | 6,608 | $560K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.9% | 1,966 | $525K |
| FDx Advisors, Inc. | 0.08% | Reduce -0.2% | 6,139 | $521K |
| Cwm, LLC | 0.00% | Add +0.1% | 6,047 | $513K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +35.0% | 5,935 | $503K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.9% | 5,880 | $499K |
| Creative Planning | 0.00% | Add +36.1% | 5,732 | $486K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -9.2% | 5,586 | $474K |
| Point72 (DIFC) Ltd | 0.04% | — | 5,546 | $470K |
| FORA Capital, LLC | 0.04% | Add +17.1% | 5,478 | $465K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -3.7% | 5,233 | $442K |
| Citadel Advisors | 0.00% | Reduce -87.7% | 5,043 | $428K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,024 | $426K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $424K |
| Prudential Financial Inc. | 0.00% | Reduce -31.8% | 4,867 | $413K |
| Woodline Partners LP | 0.00% | Reduce -85.8% | 4,787 | $406K |
| Tradition Wealth Management, LLC | 0.04% | No change | 4,764 | $404K |
| RIA Advisory Group LLC | 0.16% | New | 4,761 | $404K |
| Henshaw Capital LLC | 0.02% | No change | 4,756 | $403K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +13.4% | 4,727 | $401K |
| DC Investments Management, LLC | 0.33% | No change | 4,559 | $387K |
| Sage Rhino Capital LLC | 0.09% | Reduce -0.8% | 4,529 | $384K |
| Verition Fund Management LLC | 0.00% | Add +16.9% | 4,444 | $377K |
| HRT Financial LP | 0.00% | New | 4,406 | $373K |
| Cerity Partners LLC | 0.00% | New | 4,341 | $368K |
| Transatlantique Private Wealth LLC | 0.16% | Reduce -4.8% | 4,278 | $363K |
| Harvest Management LLC | 0.31% | Add +1.3% | 4,256 | $361K |
| Foster Group, Inc. | 0.02% | Reduce -6.8% | 4,073 | $345K |
| Arax Advisory Partners | 0.04% | Add +89.1% | 4,055 | $344K |
| Nebula Research & Development LLC | 0.07% | New | 3,765 | $319K |
| Gilbert & Cook, Inc. | 0.04% | No change | 3,679 | $312K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,654 | $310K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -1.9% | 3,611 | $306K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.5% | 3,548 | $301K |
| STRS Ohio | 0.00% | Reduce -31.4% | 3,500 | $296K |
| HSBC Holdings PLC | 0.00% | New | 3,434 | $291K |
| Hardy Reed LLC | 0.04% | Add +6.7% | 3,425 | $290K |
| Portfolio Strategies, Inc. | 0.02% | New | 3,425 | $290K |
| Armistice Capital, LLC | 0.01% | New | 3,362 | $285K |
| Baron Wealth Management LLC | 0.14% | No change | 3,144 | $267K |
| Danske Bank A/S | 0.00% | — | 3,100 | $263K |
| Xponance LLC | 0.00% | Reduce -0.2% | 3,013 | $256K |
| Blair William & Co. | 0.00% | Reduce -9.4% | 2,992 | $254K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,970 | $252K |
| Oracle Alpha Inc. | 0.45% | Reduce -8.0% | 2,944 | $250K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 2,934 | $249K |
| Parkside Financial Bank & Trust | 0.04% | Add +13.5% | 2,742 | $233K |
| Dynasty Wealth Management, LLC | 0.01% | — | 2,670 | $226K |
| Mgo One Seven LLC | 0.01% | Reduce -16.7% | 2,668 | $226K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 2,629 | $223K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -7.2% | 2,613 | $222K |
| Summit Global Investments | 0.02% | Reduce -11.1% | 2,582 | $219K |
| American Century Companies Inc. | 0.00% | Add +0.8% | 2,574 | $218K |
| Quantinno Capital Management LP | 0.00% | Add +2.9% | 2,541 | $215K |
| State of Wyoming | 0.03% | Add +27.0% | 2,434 | $206K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.2% | 2,395 | $203K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.8% | 2,374 | $201K |
| Lazard Asset Management LLC | 0.00% | Reduce -13.5% | 2,283 | $193K |
| nVerses Capital, LLC | 0.45% | New | 2,200 | $187K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.2% | 2,168 | $184K |
| Steph & Co. | 0.06% | Add +4.5% | 2,162 | $183K |
| Quantbot Technologies LP | 0.01% | Reduce -87.9% | 2,118 | $180K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 2,100 | $178K |
| Group One Trading LLC | 0.01% | Add +1932.6% | 1,931 | $164K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.2% | 1,858 | $158K |
| Paladin Advisory Group, LLC | 0.12% | No change | 1,857 | $155K |
| Amalgamated Bank | 0.00% | Reduce -76.2% | 1,697 | $144K |
| Fifth Third Bancorp | 0.00% | Add +9.0% | 1,692 | $143K |
| Shell Asset Management Co. | 0.01% | Reduce -9.1% | 1,888 | $138K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.0% | 1,390 | $118K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $110K |
| KBC Group NV | 0.00% | Add +21.6% | 1,262 | $107K |
| Hills Bank & Trust Co | 0.01% | Add +3.0% | 1,220 | $103K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -27.6% | 1,209 | $103K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.6% | 1,162 | $99K |
| RiverPark Advisors, LLC | 0.08% | Add +361.5% | 1,140 | $97K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -0.5% | 1,070 | $91K |
| Benjamin Edwards Inc. | 0.02% | Add +4.1% | 1,039 | $88K |
| Walleye Trading LLC | 0.00% | Add +177.1% | 909 | $77K |
| Park Place Capital Corp | 0.03% | No change | 835 | $71K |
| Hilltop National Bank | 0.02% | — | 823 | $70K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 811 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.4% | 782 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 699 | $59K |
| SYSTM Wealth Solutions LLC | 0.01% | Reduce -1.6% | 668 | $57K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -12.2% | 513 | $44K |
| Abound Wealth Management | 0.02% | No change | 500 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.6% | 489 | $41K |
| EntryPoint Capital, LLC | 0.04% | New | 475 | $40K |
| Avior Wealth Management, LLC | 0.00% | New | 466 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 424 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | New | 426 | $36K |
| Zions Bancorporation, N.A. | 0.00% | New | 340 | $29K |
| Quarry LP | 0.01% | Add +241.7% | 287 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +12.4% | 209 | $18K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -0.5% | 207 | $18K |
| Huntington National Bank | 0.00% | Add +10.8% | 184 | $16K |
| Headlands Technologies LLC | 0.00% | New | 176 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $14K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 149 | $13K |
| Rise Advisors, LLC | 0.01% | New | 146 | $12K |
| Quadrant Capital Group LLC | 0.00% | Add +1.4% | 143 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -28.6% | 130 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 123 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +107.0% | 118 | $10K |
| Allworth Financial LP | 0.00% | Reduce -6.9% | 108 | $9K |
| Mather Group, Llc. | 0.00% | New | 89 | $9K |
| Covestor Ltd | 0.01% | Add +3.3% | 93 | $8K |
| Elequin Capital, LP | 0.00% | New | 89 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 76 | $6K |
| Globeflex Capital L P | 0.00% | No change | 71 | $6K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +10.8% | 72 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -4.2% | 68 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 67 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 64 | $5K |
| MCF Advisors LLC | 0.00% | No change | 54 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | Add +15.2% | 53 | $5K |
| Spire Wealth Management | 0.00% | No change | 51 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Principal Securities, Inc. | 0.00% | Add +113.0% | 49 | $4K |
| Simplex Trading, LLC | 0.00% | New | 52 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 46 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -74.6% | 43 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 35 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -95.5% | 26 | $2K |
| Fairman Group, LLC | 0.00% | No change | 16 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Battery Global Advisors, LLC | 0.00% | No change | 10 | $848 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -52.4% | 10 | $848 |
| Lindbrook Capital, LLC | 0.00% | Reduce -75.6% | 10 | $848 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 6 | $509 |
| AlphaQuest LLC | 0.00% | New | 6 | $509 |
| Rothschild Investment LLC | 0.00% | New | 5 | $424 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.0% | 2 | $158 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.