WorkivaWK
13F holders, Q2 2024 (June 30)300holders −2
41new positions
41sold out
6famous investors
$72.99avg. 13F price*
At the end of Q2 2024, 300 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 2 from Q1 2024. 41 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($389.1M), BlackRock Inc. ($309.5M) and FMR LLC ($260.2M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $52.3M |
| Exits | 41 | $56.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,874,140 shares bought and 3,721,488 shares sold, net −847,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Vanguard Group Inc. | 0.01% | Add +2.8% | 5,330,785 | $389.1M |
| BlackRock Inc. | 0.01% | Add +2.8% | 4,240,063 | $309.5M |
| FMR LLC | 0.02% | Add +7.1% | 3,564,565 | $260.2M |
| Macquarie Group Ltd. | 0.18% | Add +3.3% | 2,108,743 | $153.9M |
| Riverbridge Partners LLC | 1.81% | Reduce -6.0% | 1,829,712 | $133.6M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +4.1% | 1,772,608 | $129.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 1,614,313 | $117.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -14.6% | 1,264,915 | $92.3M |
| State Street Corp. | 0.00% | Reduce -0.0% | 1,191,442 | $87.0M |
| Conestoga Capital Advisors, LLC | 1.30% | Add +2.8% | 1,188,445 | $86.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 1,109,797 | $81.0M |
| Champlain Investment Partners, LLC | 0.49% | Reduce -17.9% | 1,100,774 | $80.3M |
| Brown Capital Management LLC | 1.51% | Reduce -3.1% | 1,022,339 | $74.6M |
| Brown Advisory Inc. | 0.10% | Reduce -6.4% | 1,020,678 | $74.5M |
| First Trust Advisors LP | 0.06% | Add +6.8% | 818,642 | $59.8M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -31.9% | 793,289 | $57.9M |
| Mairs & Power Inc. | 0.55% | Add +3.5% | 783,410 | $57.2M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -6.6% | 641,629 | $46.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 571,644 | $41.7M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.1% | 558,618 | $40.8M |
| Renaissance Technologies | 0.06% | Reduce -14.9% | 520,100 | $38.0M |
| Norges Bank | 0.01% | Reduce -6.9% | 457,981 | $33.4M |
| TimesSquare Capital Management, LLC | 0.51% | Add +13.0% | 448,674 | $32.7M |
| UBS Group AG | 0.01% | Add +5.0% | 431,392 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +6.2% | 426,672 | $31.1M |
| Tensile Capital Management LP | 3.37% | Add +422.9% | 418,321 | $30.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.4% | 417,360 | $30.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 395,301 | $28.9M |
| Bank of New York Mellon Corp | 0.01% | Add +14.3% | 392,951 | $28.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -10.1% | 387,571 | $28.3M |
| DF Dent & Co. Inc. | 0.36% | Reduce -41.7% | 382,697 | $27.9M |
| William Blair Investment Management, LLC | 0.07% | Add +8.3% | 377,832 | $27.6M |
| Deutsche Bank AG | 0.01% | Reduce -1.6% | 363,492 | $26.5M |
| Bank of America Corp. | 0.00% | Add +2.1% | 352,799 | $25.8M |
| Millennium Management | 0.02% | Reduce -12.7% | 313,866 | $22.9M |
| J. Goldman & Co LP | 0.81% | New | 299,615 | $21.9M |
| Morgan Stanley | 0.00% | Add +0.8% | 293,624 | $21.4M |
| Aberdeen Group plc | 0.04% | Reduce -28.7% | 281,654 | $20.6M |
| Ranger Investment Management, L.P. | 1.31% | Reduce -1.3% | 264,449 | $19.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | — | 255,182 | $18.6M |
| Bessemer Group Inc. | 0.03% | Add +15.1% | 241,435 | $17.6M |
| Granahan Investment Management, LLC | 0.69% | Reduce -39.1% | 234,661 | $17.1M |
| Sei Investments Co. | 0.02% | Reduce -6.1% | 230,398 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.9% | 219,218 | $16.0M |
| Swedbank AB | 0.02% | No change | 190,800 | $13.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +91.9% | 187,221 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.0% | 162,079 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +145.5% | 156,117 | $11.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -59.6% | 150,428 | $11.0M |
| Impax Asset Management Group plc | 0.04% | No change | 136,086 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 120,395 | $8.8M |
| Citadel Advisors | 0.01% | Add +2243.6% | 118,188 | $8.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -31.7% | 118,106 | $8.6M |
| Kopp Family Office, LLC | 5.06% | Add +46.2% | 111,708 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -26.1% | 104,951 | $7.7M |
| AXA S.A. | 0.02% | Reduce -2.8% | 102,832 | $7.5M |
| Burney Co./ | 0.28% | Add +130.7% | 100,056 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.5% | 97,918 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.0% | 95,021 | $6.9M |
| Jane Street Group, LLC | 0.01% | Add +16.1% | 93,662 | $6.8M |
| California Public Employees Retirement System | 0.00% | Reduce -0.7% | 90,697 | $6.6M |
| Comerica Bank | 0.03% | Add +2.1% | 89,854 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +23.0% | 87,676 | $6.4M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +3.8% | 82,680 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -20.3% | 77,763 | $5.7M |
| Advantage Alpha Capital Partners LP | 1.22% | Add +19.6% | 76,828 | $5.6M |
| EULAV Asset Management | 0.15% | No change | 76,400 | $5.6M |
| Engineers Gate Manager LP | 0.13% | Add +20.0% | 76,138 | $5.6M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +501.4% | 75,484 | $5.5M |
| Rhumbline Advisers | 0.01% | Add +3.5% | 74,660 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.5% | 74,046 | $5.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -6.3% | 73,053 | $5.3M |
| Twinbeech Capital LP | 0.10% | New | 71,496 | $5.2M |
| Ingalls & Snyder LLC | 0.23% | Add +0.7% | 71,249 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -1.4% | 70,969 | $5.2M |
| Citigroup Inc. | 0.00% | Add +184.2% | 69,757 | $5.1M |
| King Luther Capital Management Corp. | 0.02% | Reduce -1.1% | 64,501 | $4.7M |
| Barclays PLC | 0.00% | Reduce -18.3% | 64,453 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 63,619 | $4.6M |
| Frontier Capital Management Co. LLC | 0.04% | New | 58,713 | $4.3M |
| Man Group plc | 0.01% | Reduce -28.9% | 58,460 | $4.3M |
| Orser Capital Management, LLC | 3.11% | Reduce -3.8% | 56,633 | $4.1M |
| Raymond James & Associates | 0.00% | Add +6.5% | 55,170 | $4.0M |
| Nicholas Company, Inc. | 0.07% | New | 53,833 | $3.9M |
| Trexquant Investment LP | 0.06% | Add +34.5% | 53,148 | $3.9M |
| Alamar Capital Management, LLC | 2.23% | — | 50,430 | $3.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 50,000 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 49,838 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 47,321 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.5% | 46,886 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 44,033 | $3.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.8% | 40,466 | $3.0M |
| TD Asset Management Inc | 0.00% | No change | 39,500 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -46.8% | 39,100 | $2.9M |
| Holocene Advisors, LP | 0.01% | Reduce -33.5% | 37,774 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +2.3% | 37,358 | $2.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -71.9% | 36,848 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 34,293 | $2.5M |
| AQR Capital Management | 0.00% | Reduce -8.7% | 33,967 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Add +0.9% | 33,803 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.20% | Add +434.1% | 31,702 | $2.3M |
| CI Investments Inc. | 0.01% | New | 31,100 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.5% | 29,846 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +15.2% | 29,132 | $2.1M |
| Vancity Investment Management Ltd | 0.13% | Add +103.3% | 27,298 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.54% | Add +1.7% | 27,597 | $2.0M |
| Invesco Ltd. | 0.00% | Add +3.3% | 27,197 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | — | 27,173 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +62.5% | 27,150 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +8.6% | 27,044 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +8.8% | 26,587 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 24,435 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.9% | 23,992 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 22,753 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 22,721 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.4% | 22,666 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -4.2% | 22,638 | $1.7M |
| Azzad Asset Management Inc. | 0.19% | Add +21.8% | 21,760 | $1.6M |
| Seven Eight Capital, LP | 0.16% | New | 21,405 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 20,732 | $1.5M |
| LPL Financial LLC | 0.00% | Add +3.0% | 20,002 | $1.5M |
| Tudor Investment Corporation | 0.02% | New | 19,767 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 19,660 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 19,523 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +47.0% | 19,162 | $1.4M |
| Occudo Quantitative Strategies LP | 0.24% | Add +50.1% | 18,804 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Add +31.9% | 18,783 | $1.4M |
| Woodline Partners LP | 0.01% | Add +291.9% | 18,762 | $1.4M |
| Trust Point Inc. | 0.11% | Add +8.0% | 18,262 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.5% | 17,868 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 17,746 | $1.3M |
| CenterBook Partners LP | 0.08% | Reduce -18.9% | 17,656 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Add +12.2% | 16,759 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,117 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | No change | 16,109 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +480.1% | 14,933 | $1.1M |
| Semanteon Capital Management, LP | 0.76% | Add +0.1% | 14,821 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -23.1% | 14,799 | $1.1M |
| Aigen Investment Management, LP | 0.21% | Add +20.4% | 14,738 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -30.0% | 14,486 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +316.5% | 14,304 | $1.0M |
| Moody National Bank Trust Division | 0.08% | Reduce -29.3% | 13,958 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +2676.7% | 13,578 | $991K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -11.3% | 13,540 | $988K |
| Arizona State Retirement System | 0.01% | Add +3.2% | 13,532 | $988K |
| Petrus Trust Company, LTA | 0.09% | Add +25.0% | 13,241 | $966K |
| Captrust Financial Advisors | 0.00% | Add +14.3% | 12,428 | $907K |
| Mirabella Financial Services LLP | 0.07% | New | 11,749 | $858K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 11,593 | $846K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.7% | 11,473 | $843K |
| Diversified Trust Co. | 0.02% | Add +0.9% | 11,508 | $840K |
| XTX Topco Ltd | 0.07% | New | 11,412 | $833K |
| Handelsbanken Fonder AB | 0.00% | Add +40.0% | 11,200 | $817K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -48.2% | 10,556 | $770K |
| Talbot Financial, LLC | 0.10% | No change | 10,500 | $766K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 9,487 | $692K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +34.5% | 8,891 | $649K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $622K |
| Legacy Bridge, LLC | 0.36% | Reduce -55.9% | 8,454 | $617K |
| Simplex Trading, LLC | 0.02% | Add +15478.9% | 8,101 | $591K |
| Point72 (DIFC) Ltd | 0.05% | Add +40.3% | 7,780 | $568K |
| Schroder Investment Management Group | 0.00% | Reduce -4.2% | 7,528 | $553K |
| ProShare Advisors LLC | 0.00% | Reduce -24.2% | 7,251 | $529K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.2% | 7,167 | $523K |
| Voloridge Investment Management, LLC | 0.00% | New | 7,122 | $520K |
| Prudential Financial Inc. | 0.00% | Add +42.1% | 6,916 | $505K |
| Creative Planning | 0.00% | Add +20.0% | 6,876 | $502K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 6,862 | $501K |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 6,823 | $498K |
| MML Investors Services, LLC | 0.00% | Reduce -20.3% | 6,781 | $495K |
| Bayesian Capital Management, LP | 0.06% | New | 6,600 | $482K |
| Bell Bank | 0.04% | Reduce -17.7% | 6,574 | $480K |
| Cwm, LLC | 0.00% | Add +4.3% | 6,306 | $460K |
| Inceptionr LLC | 0.13% | New | 6,256 | $457K |
| Victory Capital Management Inc. | 0.00% | Reduce -38.5% | 6,251 | $456K |
| Verition Fund Management LLC | 0.00% | Add +34.9% | 5,994 | $438K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.5% | 5,732 | $418K |
| Glenmede Trust Co. NA | 0.00% | Reduce -45.0% | 5,627 | $411K |
| Corton Capital Inc. | 0.21% | Reduce -21.0% | 5,519 | $403K |
| Transatlantique Private Wealth LLC | 0.16% | Add +30.7% | 5,590 | $402K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -2.6% | 5,096 | $375K |
| Park Avenue Securities LLC | 0.00% | Reduce -28.6% | 5,120 | $374K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,024 | $367K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $365K |
| Atria Investments, Inc | 0.00% | New | 4,998 | $365K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.9% | 4,910 | $358K |
| Virtu Financial LLC | 0.02% | New | 4,878 | $356K |
| Algert Global LLC | 0.01% | New | 4,870 | $355K |
| Henshaw Capital LLC | 0.02% | Add +1.2% | 4,813 | $351K |
| Tradition Wealth Management, LLC | 0.03% | No change | 4,764 | $348K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -18.1% | 4,574 | $337K |
| DC Investments Management, LLC | 0.28% | No change | 4,559 | $333K |
| Sage Rhino Capital LLC | 0.08% | Reduce -0.5% | 4,508 | $329K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +23.4% | 4,378 | $320K |
| Capstone Investment Advisors, LLC | 0.01% | New | 4,341 | $317K |
| Lazard Asset Management LLC | 0.00% | Add +88.7% | 4,308 | $314K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,654 | $310K |
| Bank of Montreal | 0.00% | Reduce -46.8% | 4,075 | $298K |
| Foster Group, Inc. | 0.01% | Reduce -0.0% | 4,072 | $297K |
| Harvest Management LLC | 0.23% | Reduce -8.4% | 3,900 | $285K |
| Dynasty Wealth Management, LLC | 0.01% | Add +45.7% | 3,890 | $284K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -80.7% | 3,826 | $279K |
| Quantbot Technologies LP | 0.01% | Add +78.4% | 3,778 | $276K |
| Two Sigma Securities, LLC | 0.01% | New | 3,568 | $260K |
| Hardy Reed LLC | 0.03% | No change | 3,425 | $250K |
| Marshall Wace, LLP | 0.00% | Reduce -63.5% | 3,300 | $241K |
| MQS Management LLC | 0.14% | New | 3,231 | $236K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,201 | $234K |
| nVerses Capital, LLC | 0.14% | Add +45.5% | 3,200 | $234K |
| Xponance LLC | 0.00% | Add +6.0% | 3,195 | $233K |
| Baron Wealth Management LLC | 0.12% | Reduce -0.5% | 3,127 | $228K |
| STRS Ohio | 0.00% | Reduce -11.4% | 3,100 | $226K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,970 | $217K |
| Blair William & Co. | 0.00% | Reduce -0.9% | 2,965 | $216K |
| Parkside Financial Bank & Trust | 0.03% | Add +7.9% | 2,959 | $216K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,949 | $215K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 2,942 | $215K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -23.1% | 2,777 | $203K |
| Wealth Alliance, LLC | 0.03% | New | 2,763 | $202K |
| AlphaQuest LLC | 0.03% | Add +44933.3% | 2,702 | $197K |
| Aquatic Capital Management LLC | 0.01% | New | 2,600 | $190K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +484.4% | 2,478 | $181K |
| Franklin Resources Inc. | 0.00% | Add +17.2% | 2,461 | $180K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +8.3% | 2,347 | $171K |
| Steph & Co. | 0.05% | Add +1.0% | 2,183 | $159K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.9% | 1,967 | $144K |
| Paladin Advisory Group, LLC | 0.10% | No change | 1,857 | $133K |
| Headlands Technologies LLC | 0.01% | Add +896.0% | 1,753 | $128K |
| Amalgamated Bank | 0.00% | Add +2.9% | 1,746 | $127K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 1,686 | $123K |
| State of Wyoming | 0.02% | Reduce -38.2% | 1,504 | $110K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.8% | 1,443 | $105K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $95K |
| KBC Group NV | 0.00% | No change | 1,262 | $92K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,070 | $78K |
| Group One Trading LLC | 0.00% | Reduce -46.5% | 1,033 | $75K |
| Benjamin Edwards Inc. | 0.01% | Reduce -7.7% | 959 | $70K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -24.6% | 912 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.2% | 854 | $63K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -67.4% | 856 | $62K |
| Point72 Hong Kong Ltd | 0.00% | New | 846 | $62K |
| Hilltop National Bank | 0.02% | Add +1.2% | 833 | $61K |
| Park Place Capital Corp | 0.02% | Reduce -2.5% | 814 | $59K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.8% | 723 | $53K |
| Arax Advisory Partners | 0.01% | Reduce -82.2% | 720 | $53K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.3% | 701 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -24.5% | 612 | $45K |
| Abound Wealth Management | 0.01% | No change | 500 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.1% | 497 | $36K |
| Quarry LP | 0.01% | Add +57.8% | 453 | $33K |
| Walleye Capital LLC | 0.00% | New | 296 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.8% | 218 | $16K |
| Mather Group, Llc. | 0.00% | Add +97.8% | 176 | $15K |
| Huntington National Bank | 0.00% | Add +3.3% | 190 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 149 | $11K |
| Rise Advisors, LLC | 0.01% | No change | 146 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.3% | 149 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 143 | $10K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 142 | $10K |
| Venturi Wealth Management, LLC | 0.00% | No change | 123 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.5% | 116 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +960.0% | 106 | $8K |
| Covestor Ltd | 0.00% | Reduce -3.2% | 90 | $7K |
| Allworth Financial LP | 0.00% | Reduce -10.2% | 97 | $7K |
| GAMMA Investing LLC | 0.00% | Add +30.9% | 89 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -43.4% | 81 | $6K |
| Blue Trust, Inc. | 0.00% | New | 66 | $6K |
| Globeflex Capital L P | 0.00% | No change | 71 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 68 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.0% | 63 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 59 | $4K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -31.9% | 49 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $3K |
| Spire Wealth Management | 0.00% | Reduce -17.6% | 42 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -67.7% | 42 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -20.0% | 28 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -94.0% | 28 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 26 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -55.1% | 22 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| IFP Advisors, Inc | 0.00% | New | 20 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 19 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 18 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -67.9% | 17 | $1K |
| Fairman Group, LLC | 0.00% | No change | 16 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 15 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -84.2% | 12 | $876 |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -100.0% | 10 | $729 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +200.0% | 6 | $443 |
| Innealta Capital, LLC | 0.00% | New | 6 | $438 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -96.9% | 2 | $146 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $73 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $73 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.