WorkivaWK
13F holders, Q3 2024 (September 30)294holders −6
33new positions
40sold out
6famous investors
$79.12avg. 13F price*
At the end of Q3 2024, 294 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 6 from Q2 2024. 33 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($453.3M), BlackRock, Inc. ($400.8M) and FMR LLC ($299.4M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $39.2M |
| Exits | 40 | $117.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,021,518 shares bought and 5,579,057 shares sold, net −1,557,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Vanguard Group Inc. | 0.01% | Add +7.5% | 5,729,254 | $453.3M |
| BlackRock, Inc. | 0.01% | — | 5,066,022 | $400.8M |
| FMR LLC | 0.02% | Add +6.2% | 3,784,035 | $299.4M |
| Macquarie Group Ltd. | 0.18% | Reduce -0.9% | 2,090,045 | $165.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +9.9% | 1,947,801 | $154.1M |
| Riverbridge Partners LLC | 1.85% | Reduce -4.2% | 1,752,259 | $138.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.8% | 1,391,228 | $110.1M |
| State Street Corp. | 0.00% | Add +0.1% | 1,192,459 | $94.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 1,144,826 | $90.6M |
| Conestoga Capital Advisors, LLC | 1.10% | Reduce -13.8% | 1,024,709 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.1% | 1,023,755 | $81.0M |
| Brown Capital Management LLC | 1.56% | Reduce -10.6% | 913,726 | $72.3M |
| Mairs & Power Inc. | 0.62% | Add +6.6% | 835,086 | $66.1M |
| First Trust Advisors LP | 0.06% | Reduce -2.3% | 800,047 | $63.3M |
| Loomis Sayles & Co. L P | 0.08% | Add +13.5% | 728,375 | $57.6M |
| Brown Advisory Inc. | 0.06% | Reduce -36.6% | 647,276 | $51.2M |
| Artisan Partners Limited Partnership | 0.07% | Reduce -22.0% | 618,509 | $48.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +37.5% | 586,519 | $46.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 557,833 | $44.1M |
| Ranger Investment Management, L.P. | 2.55% | Add +89.8% | 502,023 | $39.7M |
| Norges Bank | 0.01% | Add +7.0% | 489,889 | $38.8M |
| TimesSquare Capital Management, LLC | 0.55% | Add +4.3% | 467,769 | $37.0M |
| Renaissance Technologies | 0.06% | Reduce -10.2% | 467,271 | $37.0M |
| UBS Group AG | 0.01% | Add +3.5% | 446,638 | $35.3M |
| Morgan Stanley | 0.00% | Add +52.1% | 446,525 | $35.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 423,782 | $33.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +146.6% | 399,605 | $31.6M |
| William Blair Investment Management, LLC | 0.08% | Add +4.8% | 396,079 | $31.3M |
| Bank of America Corp. | 0.00% | Add +10.7% | 390,555 | $30.9M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 371,272 | $29.4M |
| New York State Common Retirement Fund | 0.04% | Reduce -12.1% | 340,611 | $26.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.4% | 304,808 | $24.1M |
| Tensile Capital Management LP | 2.61% | Reduce -27.2% | 304,605 | $24.1M |
| Millennium Management | 0.02% | Reduce -8.9% | 285,922 | $22.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +44.3% | 270,181 | $21.4M |
| Aberdeen Group plc | 0.04% | Reduce -7.1% | 261,757 | $20.7M |
| Jacobs Levy Equity Management, Inc. | 0.07% | New | 227,498 | $18.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -60.6% | 220,284 | $17.4M |
| Janus Henderson Group PLC | 0.01% | Add +839.8% | 213,831 | $16.9M |
| Sei Investments Co. | 0.02% | Reduce -9.2% | 209,328 | $16.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -19.6% | 205,251 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.9% | 190,847 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -54.6% | 179,552 | $14.2M |
| J. Goldman & Co LP | 0.62% | Reduce -40.2% | 179,280 | $14.2M |
| California Public Employees Retirement System | 0.01% | Add +92.4% | 174,498 | $13.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +118.4% | 169,808 | $13.4M |
| Impax Asset Management Group plc | 0.05% | Add +16.5% | 158,586 | $12.5M |
| Assenagon Asset Management S.A. | 0.02% | Add +435.5% | 145,384 | $11.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.1% | 140,318 | $11.1M |
| Granahan Investment Management, LLC | 0.43% | Reduce -40.5% | 139,686 | $11.1M |
| Man Group plc | 0.03% | Add +130.4% | 134,711 | $10.7M |
| Barclays PLC | 0.00% | Add +96.9% | 126,901 | $10.0M |
| Tudor Investment Corporation | 0.10% | Add +509.3% | 120,437 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Add +12.5% | 118,073 | $9.3M |
| Kopp Family Office, LLC | 5.63% | No change | 111,708 | $8.8M |
| Woodline Partners LP | 0.07% | Add +469.2% | 106,791 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Add +122.4% | 104,279 | $8.3M |
| Swedbank AB | 0.01% | Reduce -47.6% | 100,000 | $7.9M |
| State of Wisconsin Investment Board | 0.02% | No change | 97,918 | $7.7M |
| Engineers Gate Manager LP | 0.15% | Add +27.5% | 97,081 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -19.7% | 96,628 | $7.6M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 94,621 | $7.5M |
| Citigroup Inc. | 0.01% | Add +34.7% | 93,983 | $7.4M |
| AXA S.A. | 0.02% | Reduce -8.7% | 93,850 | $7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +345.9% | 92,451 | $7.3M |
| Comerica Bank | 0.03% | Reduce -0.5% | 89,401 | $7.1M |
| Voloridge Investment Management, LLC | 0.03% | Add +1154.3% | 89,328 | $7.1M |
| Advantage Alpha Capital Partners LP | 1.58% | Add +13.8% | 87,472 | $6.9M |
| Two Sigma Investments, LP | 0.02% | Add +201.7% | 81,600 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.8% | 80,840 | $6.4M |
| Frontier Capital Management Co. LLC | 0.06% | Add +34.1% | 78,741 | $6.2M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -5.8% | 77,911 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +21.3% | 77,189 | $6.1M |
| EULAV Asset Management | 0.15% | No change | 76,400 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 74,977 | $5.9M |
| Ingalls & Snyder LLC | 0.22% | Reduce -1.3% | 70,353 | $5.6M |
| Mirabella Financial Services LLP | 0.32% | Add +515.4% | 72,302 | $5.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.2% | 70,011 | $5.5M |
| DF Dent & Co. Inc. | 0.07% | Reduce -81.7% | 69,964 | $5.5M |
| Nicholas Company, Inc. | 0.09% | Add +25.4% | 67,533 | $5.3M |
| King Luther Capital Management Corp. | 0.02% | Add +3.2% | 66,580 | $5.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -20.4% | 58,119 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | New | 57,857 | $4.6M |
| Orser Capital Management, LLC | 3.11% | Reduce -3.0% | 54,908 | $4.3M |
| AQR Capital Management | 0.01% | Add +61.5% | 54,875 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Add +138.8% | 54,059 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -54.3% | 54,020 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +24363.8% | 53,331 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -4.6% | 52,656 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 50,721 | $4.0M |
| Alamar Capital Management, LLC | 2.20% | Reduce -0.2% | 50,340 | $4.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 50,000 | $4.0M |
| Trexquant Investment LP | 0.05% | Reduce -11.4% | 47,099 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 45,964 | $3.6M |
| TD Asset Management Inc | 0.00% | Add +12.2% | 44,300 | $3.6M |
| Crestline Management, L.P. | 0.20% | New | 43,954 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 42,868 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.9% | 40,107 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -60.6% | 36,906 | $2.9M |
| Holocene Advisors, LP | 0.01% | Reduce -7.9% | 34,791 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.16% | Reduce -7.0% | 31,424 | $2.5M |
| CI Investments Inc. | 0.01% | Reduce -0.5% | 30,959 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +108.8% | 29,868 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.0% | 29,838 | $2.4M |
| Marshall Wace, LLP | 0.00% | Add +786.3% | 29,248 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 29,132 | $2.3M |
| Madison Asset Management, LLC | 0.03% | New | 28,534 | $2.3M |
| Invesco Ltd. | 0.00% | Add +1.0% | 27,479 | $2.2M |
| Walleye Capital LLC | 0.03% | Add +9122.0% | 27,297 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 27,006 | $2.1M |
| Lombard Odier Asset Management (USA) Corp | 0.92% | New | 26,983 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +0.8% | 26,787 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.8% | 24,656 | $2.0M |
| US Bancorp \de | 0.00% | Add +58.3% | 23,431 | $1.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.46% | Reduce -16.8% | 22,957 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 22,778 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +241.4% | 20,461 | $1.6M |
| Quantbot Technologies LP | 0.06% | Add +431.1% | 20,064 | $1.6M |
| Azzad Asset Management Inc. | 0.18% | Reduce -8.5% | 19,920 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +173.6% | 19,838 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 19,598 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 19,513 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -5.3% | 18,623 | $1.5M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 17,746 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -25.2% | 16,958 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -76.7% | 16,517 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -57.8% | 16,500 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,117 | $1.3M |
| Los Angeles Capital Management LLC | 0.01% | No change | 16,109 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.3% | 16,094 | $1.3M |
| Trust Point Inc. | 0.10% | Reduce -11.9% | 16,089 | $1.3M |
| Versor Investments LP | 0.19% | New | 15,382 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +33.9% | 15,000 | $1.2M |
| Vancity Investment Management Ltd | 0.14% | Reduce -45.5% | 14,882 | $1.2M |
| AlphaQuest LLC | 0.10% | Add +441.6% | 14,633 | $1.2M |
| Aigen Investment Management, LP | 0.22% | Reduce -2.8% | 14,323 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 14,283 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -30.0% | 14,007 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +3.1% | 13,946 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -56.8% | 13,694 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -89.3% | 12,632 | $999K |
| Creative Planning | 0.00% | Add +73.5% | 11,929 | $944K |
| Aquatic Capital Management LLC | 0.02% | Add +355.5% | 11,843 | $937K |
| Main Management ETF Advisors, LLC | 0.04% | New | 11,640 | $921K |
| Captrust Financial Advisors | 0.00% | Reduce -9.6% | 11,230 | $889K |
| Intech Investment Management LLC | 0.01% | New | 10,900 | $862K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -8.7% | 10,587 | $838K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,556 | $835K |
| Talbot Financial, LLC | 0.10% | No change | 10,500 | $831K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.1% | 10,086 | $812K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.1% | 9,684 | $766K |
| Empower Advisory Group, LLC | 0.00% | Add +0.1% | 8,532 | $675K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -4.1% | 8,523 | $674K |
| Legacy Bridge, LLC | 0.36% | No change | 8,454 | $669K |
| Moody National Bank Trust Division | 0.07% | Reduce -39.7% | 8,418 | $666K |
| Gsa Capital Partners LLP | 0.05% | New | 8,097 | $641K |
| CenterBook Partners LP | 0.03% | Reduce -60.5% | 6,983 | $552K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 6,614 | $523K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.0% | 6,522 | $516K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.7% | 6,402 | $507K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -53.2% | 6,352 | $503K |
| Cwm, LLC | 0.00% | Reduce -0.2% | 6,295 | $498K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.9% | 6,195 | $490K |
| FORA Capital, LLC | 0.06% | New | 6,059 | $479K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,050 | $479K |
| Teacher Retirement System of Texas | 0.00% | New | 5,907 | $467K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -37.9% | 5,895 | $466K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,612 | $442K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.1% | 5,568 | $441K |
| MML Investors Services, LLC | 0.00% | Reduce -20.6% | 5,383 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.4% | 5,029 | $398K |
| Entropy Technologies, LP | 0.04% | New | 5,027 | $398K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,024 | $397K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $396K |
| World Investment Advisors | 0.01% | New | 5,000 | $396K |
| Inceptionr LLC | 0.10% | Reduce -20.4% | 4,979 | $394K |
| Henshaw Capital LLC | 0.02% | No change | 4,813 | $381K |
| Transatlantique Private Wealth LLC | 0.14% | Reduce -14.7% | 4,768 | $377K |
| Tradition Wealth Management, LLC | 0.03% | No change | 4,764 | $377K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -8.8% | 4,646 | $374K |
| Principal Financial Group Inc. | 0.00% | Reduce -31.3% | 4,691 | $371K |
| Burney Co./ | 0.01% | Reduce -95.3% | 4,656 | $368K |
| Atria Investments, Inc | 0.00% | Reduce -8.6% | 4,567 | $361K |
| DC Investments Management, LLC | 0.25% | No change | 4,559 | $361K |
| Sage Rhino Capital LLC | 0.08% | Add +0.9% | 4,550 | $360K |
| Seven Eight Capital, LP | 0.03% | Reduce -79.3% | 4,440 | $351K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.8% | 4,363 | $345K |
| Prudential Financial Inc. | 0.00% | Reduce -37.0% | 4,355 | $345K |
| nVerses Capital, LLC | 0.16% | Add +34.4% | 4,300 | $340K |
| RIA Advisory Group LLC | 0.12% | — | 4,146 | $328K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -78.1% | 4,126 | $326K |
| CW Advisors, LLC | 0.00% | New | 4,125 | $326K |
| Brevan Howard Capital Management LP | 0.02% | New | 4,044 | $320K |
| Bank of Montreal | 0.00% | Reduce -2.9% | 3,955 | $318K |
| Foster Group, Inc. | 0.01% | Reduce -1.4% | 4,014 | $318K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.9% | 3,866 | $306K |
| Corton Capital Inc. | 0.15% | Reduce -30.4% | 3,841 | $304K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -13.4% | 3,791 | $300K |
| Cerity Partners LLC | 0.00% | New | 3,724 | $295K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +25.0% | 3,685 | $292K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,654 | $289K |
| Quadrature Capital Ltd | 0.01% | New | 3,656 | $289K |
| Hardy Reed LLC | 0.02% | Add +1.1% | 3,463 | $274K |
| Cornercap Investment Counsel Inc. | 0.08% | New | 3,382 | $268K |
| Xponance LLC | 0.00% | Add +3.3% | 3,301 | $261K |
| Mackenzie Financial Corp. | 0.00% | Add +10.5% | 3,282 | $260K |
| Benjamin Edwards Inc. | 0.00% | Add +238.6% | 3,247 | $257K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -31.8% | 3,120 | $247K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -28.6% | 3,101 | $245K |
| STRS Ohio | 0.00% | No change | 3,100 | $245K |
| Parkside Financial Bank & Trust | 0.03% | Add +4.0% | 3,077 | $243K |
| Blair William & Co. | 0.00% | Reduce -2.0% | 2,905 | $230K |
| Wealth Alliance, LLC | 0.03% | Add +2.6% | 2,834 | $224K |
| Franklin Resources Inc. | 0.00% | Add +10.9% | 2,729 | $218K |
| Baron Wealth Management LLC | 0.10% | Reduce -12.5% | 2,737 | $217K |
| Graham Capital Management, L.P. | 0.01% | New | 2,678 | $212K |
| Quantinno Capital Management LP | 0.00% | New | 2,622 | $207K |
| Acadian Asset Management LLC | 0.00% | New | 2,623 | $207K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,126 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 2,411 | $191K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,967 | $156K |
| Paladin Advisory Group, LLC | 0.11% | No change | 1,857 | $147K |
| Shell Asset Management Co. | 0.01% | — | 1,786 | $141K |
| Amalgamated Bank | 0.00% | No change | 1,746 | $138K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 1,735 | $137K |
| State of Wyoming | 0.02% | Add +13.6% | 1,708 | $135K |
| KBC Group NV | 0.00% | Add +25.2% | 1,580 | $125K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.4% | 1,336 | $106K |
| Canada Pension Plan Investment Board | 0.00% | No change | 1,300 | $103K |
| Bessemer Group Inc. | 0.00% | Reduce -99.5% | 1,173 | $94K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,070 | $85K |
| Advisors Asset Management, Inc. | 0.00% | Add +9.9% | 1,002 | $79K |
| Simplex Trading, LLC | 0.00% | Reduce -88.0% | 969 | $76K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.0% | 931 | $75K |
| Park Place Capital Corp | 0.02% | Reduce -2.2% | 796 | $63K |
| Hilltop National Bank | 0.02% | Reduce -7.0% | 775 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 742 | $59K |
| Signaturefd, LLC | 0.00% | Add +8.0% | 661 | $52K |
| Abound Wealth Management | 0.01% | No change | 500 | $40K |
| First Horizon Advisors, Inc. | 0.00% | No change | 497 | $39K |
| Headlands Technologies LLC | 0.00% | Reduce -73.4% | 467 | $37K |
| Danske Bank A/S | 0.00% | New | 400 | $32K |
| V-Square Quantitative Management LLC | 0.00% | New | 349 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 250 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -70.0% | 210 | $17K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 189 | $15K |
| GAMMA Investing LLC | 0.00% | Add +98.9% | 177 | $14K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $14K |
| Covestor Ltd | 0.01% | Add +76.7% | 159 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 146 | $12K |
| Lazard Asset Management LLC | 0.00% | Reduce -96.5% | 150 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -10.7% | 133 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 123 | $10K |
| International Assets Investment Management, LLC | 0.00% | Reduce -18.2% | 117 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.0% | 109 | $9K |
| Allworth Financial LP | 0.00% | No change | 97 | $8K |
| Globeflex Capital L P | 0.00% | No change | 71 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 68 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -59.1% | 61 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 52 | $4K |
| Elequin Capital, LP | 0.01% | New | 51 | $4K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -8.2% | 45 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 50 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 46 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -24.2% | 50 | $4K |
| Mather Group, Llc. | 0.00% | Reduce -73.9% | 46 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.2% | 44 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 42 | $3K |
| Quadrant Capital Group LLC | 0.00% | Reduce -49.4% | 41 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 40 | $3K |
| Salem Investment Counselors Inc. | 0.00% | Add +133.3% | 35 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 28 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.9% | 30 | $2K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.6% | 19 | $2K |
| Principal Securities, Inc. | 0.00% | Add +9.1% | 24 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -21.4% | 22 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -80.2% | 21 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -97.2% | 20 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 20 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.1% | 20 | $2K |
| Fairman Group, LLC | 0.00% | No change | 16 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| True Wealth Design, LLC | 0.00% | New | 12 | $950 |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $950 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +200.0% | 6 | $475 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $475 |
| Avior Wealth Management, LLC | 0.00% | Reduce -85.7% | 4 | $316 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $80 |
| Avion Wealth | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.