WorkivaWK
13F holders, Q4 2024 (December 31)315holders +21
50new positions
35sold out
7famous investors
$109.51avg. 13F price*
At the end of Q4 2024, 315 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 21 from Q3 2024. 50 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($635.1M), BlackRock, Inc. ($581.9M) and FMR LLC ($346.3M). 7 famous investors held it, including Lee Ainslie (0.6% of Maverick Capital's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $266.6M |
| Exits | 35 | $48.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,727,517 shares bought and 3,851,349 shares sold, net +876,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Vanguard Group Inc. | 0.01% | Add +1.2% | 5,800,074 | $635.1M |
| BlackRock, Inc. | 0.01% | Add +4.9% | 5,314,050 | $581.9M |
| FMR LLC | 0.02% | Reduce -16.4% | 3,162,803 | $346.3M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +10.3% | 2,148,021 | $235.2M |
| Macquarie Group Ltd. | 0.28% | Add +0.5% | 2,100,796 | $230.0M |
| Riverbridge Partners LLC | 2.46% | Reduce -6.0% | 1,646,325 | $180.3M |
| State Street Corp. | 0.01% | Add +10.5% | 1,317,208 | $144.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.4% | 1,176,397 | $128.8M |
| Conestoga Capital Advisors, LLC | 1.69% | Add +13.7% | 1,165,019 | $127.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 1,145,813 | $125.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.1% | 1,012,594 | $110.9M |
| First Trust Advisors LP | 0.08% | Add +3.0% | 824,219 | $90.3M |
| Loomis Sayles & Co. L P | 0.11% | Add +11.8% | 814,582 | $89.2M |
| Brown Capital Management LLC | 1.96% | Reduce -15.5% | 771,962 | $84.5M |
| Mairs & Power Inc. | 0.78% | Reduce -12.1% | 734,030 | $80.4M |
| Northern Trust Corp. | 0.01% | Add +6.9% | 596,466 | $65.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +0.3% | 588,428 | $64.4M |
| Artisan Partners Limited Partnership | 0.10% | Reduce -5.5% | 584,701 | $64.0M |
| TimesSquare Capital Management, LLC | 0.89% | Add +19.7% | 559,961 | $61.3M |
| Nordea Investment Management AB | 0.06% | New | 543,753 | $59.9M |
| Norges Bank | 0.01% | Add +11.3% | 544,989 | $59.7M |
| UBS Group AG | 0.01% | Add +19.5% | 533,804 | $58.5M |
| Ranger Investment Management, L.P. | 3.46% | Reduce -0.4% | 500,163 | $54.8M |
| Invesco Ltd. | 0.01% | Add +1631.0% | 475,663 | $52.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 468,977 | $51.4M |
| William Blair Investment Management, LLC | 0.12% | Add +12.5% | 445,628 | $48.8M |
| Bank of America Corp. | 0.00% | Add +9.5% | 427,529 | $46.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 427,405 | $46.8M |
| Renaissance Technologies | 0.07% | Reduce -11.3% | 414,511 | $45.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.3% | 412,925 | $45.2M |
| Deutsche Bank AG | 0.02% | Add +3.6% | 384,507 | $42.1M |
| Brown Advisory Inc. | 0.05% | Reduce -42.5% | 372,257 | $40.8M |
| New York State Common Retirement Fund | 0.05% | Reduce -3.1% | 330,075 | $36.1M |
| Point72 Asset Management | 0.09% | New | 300,116 | $32.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.8% | 293,096 | $32.1M |
| Maverick Capital | 0.55% | New | 280,017 | $30.7M |
| Morgan Stanley | 0.00% | Reduce -39.9% | 268,398 | $29.4M |
| Tensile Capital Management LP | 2.71% | Reduce -21.8% | 238,321 | $26.1M |
| Aberdeen Group plc | 0.05% | Reduce -12.5% | 228,980 | $25.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.2% | 217,681 | $23.8M |
| Jain Global LLC | 0.71% | — | 215,398 | $23.6M |
| Janus Henderson Group PLC | 0.01% | Add +0.0% | 213,908 | $23.4M |
| Sei Investments Co. | 0.03% | Reduce -1.6% | 205,884 | $22.5M |
| California Public Employees Retirement System | 0.01% | Add +12.2% | 195,859 | $21.4M |
| Balyasny Asset Management L.P. | 0.05% | Add +11.0% | 188,418 | $20.6M |
| Engle Capital Management, L.P. | 6.09% | New | 186,000 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 185,634 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.3% | 181,478 | $19.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Reduce -16.1% | 172,202 | $18.9M |
| Millennium Management | 0.02% | Reduce -42.5% | 164,480 | $18.0M |
| LMR Partners LLP | 0.37% | New | 147,500 | $16.2M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -7.8% | 134,019 | $14.7M |
| Barclays PLC | 0.01% | Reduce -8.6% | 115,975 | $12.7M |
| Impax Asset Management Group plc | 0.06% | Reduce -28.4% | 113,586 | $12.4M |
| Two Sigma Investments, LP | 0.03% | Add +37.8% | 112,429 | $12.3M |
| Kopp Family Office, LLC | 7.74% | Reduce -0.1% | 111,588 | $12.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -37.9% | 111,457 | $12.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +16.1% | 107,335 | $11.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -53.6% | 105,455 | $11.5M |
| Allianz Asset Management GmbH | 0.02% | Add +81.9% | 105,242 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Add +6.4% | 104,214 | $11.4M |
| Swedbank AB | 0.01% | No change | 100,000 | $10.9M |
| Citigroup Inc. | 0.01% | Add +5.6% | 99,259 | $10.9M |
| Swiss National Bank | 0.01% | Add +1.5% | 96,021 | $10.5M |
| Granahan Investment Management, LLC | 0.43% | Reduce -33.0% | 93,513 | $10.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 91,179 | $10.0M |
| AXA S.A. | 0.03% | Reduce -3.0% | 91,045 | $10.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -67.0% | 89,303 | $9.8M |
| Comerica Bank | 0.04% | Reduce -0.3% | 89,130 | $9.8M |
| Trexquant Investment LP | 0.11% | Add +85.6% | 87,428 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.8% | 86,359 | $9.5M |
| Aristeia Capital, L.L.C. | 0.61% | New | 81,800 | $9.0M |
| Frontier Capital Management Co. LLC | 0.08% | Reduce -0.2% | 78,600 | $8.6M |
| Engineers Gate Manager LP | 0.15% | Reduce -20.0% | 77,653 | $8.5M |
| EULAV Asset Management | 0.20% | No change | 76,400 | $8.4M |
| Nicholas Company, Inc. | 0.13% | Add +9.7% | 74,056 | $8.1M |
| Oppenheimer Asset Management Inc. | 0.10% | Reduce -6.0% | 73,231 | $8.0M |
| Ingalls & Snyder LLC | 0.31% | Add +3.5% | 72,819 | $8.0M |
| Rhumbline Advisers | 0.01% | Add +2.2% | 71,574 | $7.8M |
| Mutual of America Capital Management LLC | 0.08% | Add +31.2% | 70,940 | $7.8M |
| King Luther Capital Management Corp. | 0.03% | Add +5.7% | 70,360 | $7.7M |
| Untitled Investments LP | 1.86% | New | 69,841 | $7.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -27.5% | 64,796 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -14.8% | 63,877 | $7.0M |
| Castleark Management LLC | 0.24% | New | 62,100 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.9% | 61,068 | $6.7M |
| Walleye Capital LLC | 0.07% | Add +117.3% | 59,304 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -43.6% | 58,853 | $6.4M |
| Man Group plc | 0.02% | Reduce -58.6% | 55,789 | $6.1M |
| Orser Capital Management, LLC | 4.04% | Reduce -2.3% | 53,658 | $5.9M |
| Polar Asset Management Partners Inc. | 0.11% | New | 53,200 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 53,173 | $5.8M |
| Raymond James Financial Inc. | 0.00% | — | 52,588 | $5.8M |
| TD Asset Management Inc | 0.00% | Add +15.3% | 51,086 | $5.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | No change | 50,000 | $5.5M |
| Citadel Advisors | 0.01% | Add +294.6% | 49,849 | $5.5M |
| Alamar Capital Management, LLC | 2.89% | Reduce -4.2% | 48,245 | $5.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 47,584 | $5.2M |
| California State Teachers Retirement System | 0.01% | Reduce -0.4% | 45,785 | $5.0M |
| Advantage Alpha Capital Partners LP | 1.18% | Reduce -47.9% | 45,570 | $5.0M |
| AQR Capital Management | 0.01% | Reduce -17.0% | 45,529 | $5.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +3338.5% | 44,700 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +355.4% | 44,097 | $4.8M |
| Crestline Management, L.P. | 0.17% | Add +0.0% | 43,971 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 42,732 | $4.7M |
| Two Sigma Advisers, LP | 0.01% | Add +155.8% | 42,200 | $4.6M |
| Madison Asset Management, LLC | 0.05% | Add +46.5% | 41,787 | $4.6M |
| Madison Investment Advisors, LLC | 0.05% | — | 41,787 | $4.6M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -2.7% | 39,009 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -28.5% | 38,117 | $4.2M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 38,479 | $4.2M |
| CI Investments Inc. | 0.01% | Add +4.2% | 32,248 | $3.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -45.7% | 31,564 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Add +4.4% | 30,413 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.0% | 29,231 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +41.9% | 27,683 | $3.0M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Add +1.4% | 27,170 | $3.0M |
| Calamos Advisors LLC | 0.02% | New | 26,426 | $2.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 25,111 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.6% | 23,280 | $2.5M |
| Aequim Alternative Investments LP | 1.58% | New | 22,200 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -5.3% | 22,184 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 21,761 | $2.4M |
| Rosenblum Silverman Sutton S F Inc. | 0.59% | Reduce -6.0% | 21,592 | $2.4M |
| G2 Investment Partners Management LLC | 0.59% | New | 21,002 | $2.3M |
| Creative Planning | 0.00% | Add +74.4% | 20,804 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Reduce -35.8% | 20,163 | $2.2M |
| Azzad Asset Management Inc. | 0.42% | Reduce -0.2% | 19,875 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -35.1% | 19,397 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +76.6% | 19,252 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 19,225 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 18,209 | $2.0M |
| Avantax Planning Partners, Inc. | 0.07% | No change | 17,746 | $1.9M |
| Nicholas Investment Partners, LP | 0.19% | New | 17,478 | $1.9M |
| Candriam S.C.A. | 0.01% | New | 17,431 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +0.7% | 17,072 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +5.5% | 16,999 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,117 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +10282.0% | 15,573 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -86.9% | 15,511 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -8.6% | 15,090 | $1.7M |
| Danske Bank A/S | 0.00% | Add +3571.3% | 14,685 | $1.6M |
| ProShare Advisors LLC | 0.00% | Reduce -26.5% | 14,584 | $1.6M |
| LPL Financial LLC | 0.00% | Add +3.8% | 14,534 | $1.6M |
| Mariner, LLC | 0.00% | Add +0.1% | 14,304 | $1.6M |
| Trust Point Inc. | 0.11% | Reduce -11.4% | 14,248 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +1.6% | 14,170 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -7.3% | 13,900 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -60.8% | 13,631 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $1.5M |
| Semanteon Capital Management, LP | 0.78% | New | 13,227 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.1% | 12,683 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Reduce -24.3% | 12,185 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 10,758 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -47.8% | 10,683 | $1.2M |
| Main Management ETF Advisors, LLC | 0.05% | Reduce -8.3% | 10,680 | $1.2M |
| Talbot Financial, LLC | 0.14% | No change | 10,500 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 10,200 | $1.1M |
| Siren, L.L.C. | 0.05% | New | 10,000 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +1194.3% | 9,604 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +141.6% | 9,341 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +6.3% | 9,060 | $992K |
| Woodline Partners LP | 0.01% | Reduce -91.9% | 8,619 | $944K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 8,521 | $933K |
| Aquatic Capital Management LLC | 0.02% | Reduce -29.7% | 8,324 | $911K |
| Teacher Retirement System of Texas | 0.00% | Add +29.8% | 7,668 | $840K |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | — | 7,560 | $827K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 7,510 | $822K |
| Pictet Asset Management Holding SA | 0.00% | Add +12.3% | 7,187 | $787K |
| Moody National Bank Trust Division | 0.08% | Reduce -16.7% | 7,012 | $768K |
| HRT Financial LP | 0.00% | New | 6,914 | $757K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -33.2% | 6,735 | $748K |
| Legacy Bridge, LLC | 0.38% | Reduce -21.2% | 6,664 | $730K |
| Cwm, LLC | 0.00% | Add +1.9% | 6,412 | $702K |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 6,383 | $699K |
| XTX Topco Ltd | 0.06% | New | 6,305 | $690K |
| Occudo Quantitative Strategies LP | 0.12% | Add +50.0% | 6,191 | $678K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.3% | 6,176 | $676K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.9% | 6,015 | $659K |
| Transatlantique Private Wealth LLC | 0.24% | Add +22.2% | 5,828 | $638K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 5,622 | $616K |
| MML Investors Services, LLC | 0.00% | Add +1.4% | 5,460 | $598K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 5,296 | $580K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.2% | 5,284 | $579K |
| Glenmede Trust Co. NA | 0.00% | Reduce -6.6% | 5,203 | $570K |
| World Investment Advisors | 0.02% | Add +2.7% | 5,135 | $562K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $548K |
| Henshaw Capital LLC | 0.02% | No change | 4,813 | $527K |
| Captrust Financial Advisors | 0.00% | Reduce -57.8% | 4,742 | $519K |
| Cibc World Markets Corp. | 0.00% | New | 4,726 | $517K |
| STRS Ohio | 0.00% | Add +48.4% | 4,600 | $504K |
| Sage Rhino Capital LLC | 0.11% | Add +0.4% | 4,569 | $500K |
| DC Investments Management, LLC | 0.33% | No change | 4,559 | $499K |
| Park Avenue Securities LLC | 0.01% | Add +4.5% | 4,561 | $499K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -5.4% | 4,507 | $494K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -6.8% | 4,331 | $476K |
| Aigen Investment Management, LP | 0.08% | Reduce -69.8% | 4,320 | $473K |
| Principal Financial Group Inc. | 0.00% | Reduce -8.0% | 4,315 | $472K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,246 | $465K |
| Atria Investments, Inc | 0.01% | Reduce -9.7% | 4,124 | $452K |
| RIA Advisory Group LLC | 0.15% | Reduce -2.5% | 4,043 | $443K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 3,940 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.9% | 3,756 | $411K |
| Prudential Financial Inc. | 0.00% | Reduce -13.9% | 3,749 | $411K |
| Bank of Montreal | 0.00% | Reduce -5.3% | 3,746 | $410K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.2% | 3,679 | $403K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 3,654 | $400K |
| Xponance LLC | 0.00% | Add +9.3% | 3,609 | $395K |
| Inlight Wealth Management, LLC | 0.23% | — | 3,607 | $395K |
| CenterBook Partners LP | 0.02% | Reduce -49.5% | 3,528 | $386K |
| Hardy Reed LLC | 0.03% | No change | 3,463 | $379K |
| Mirabella Financial Services LLP | 0.04% | Reduce -95.2% | 3,451 | $378K |
| Entropy Technologies, LP | 0.04% | Reduce -31.8% | 3,427 | $375K |
| Cornercap Investment Counsel Inc. | 0.12% | No change | 3,382 | $370K |
| Quantinno Capital Management LP | 0.00% | Add +27.5% | 3,342 | $366K |
| Benjamin Edwards Inc. | 0.01% | Add +1.9% | 3,307 | $362K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,282 | $359K |
| Foster Group, Inc. | 0.01% | Reduce -24.3% | 3,038 | $333K |
| Capital Wealth Planning, LLC | 0.00% | New | 3,000 | $329K |
| Franklin Resources Inc. | 0.00% | Add +8.8% | 2,969 | $325K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -6.9% | 2,906 | $318K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.4% | 2,795 | $306K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -9.8% | 2,774 | $304K |
| Blair William & Co. | 0.00% | Reduce -5.5% | 2,744 | $300K |
| Baron Wealth Management LLC | 0.14% | No change | 2,737 | $300K |
| Mgo One Seven LLC | 0.01% | New | 2,662 | $291K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 2,600 | $286K |
| Mission Wealth Management, LP | 0.01% | New | 2,547 | $279K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +21.5% | 2,390 | $266K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 2,429 | $266K |
| Burney Co./ | 0.01% | Reduce -47.9% | 2,427 | $266K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 2,300 | $252K |
| Nomura Holdings Inc. | 0.00% | New | 2,279 | $250K |
| Cerity Partners LLC | 0.00% | Reduce -20.7% | 2,952 | $243K |
| Vident Advisory, LLC | 0.00% | New | 2,192 | $240K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,162 | $237K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 2,125 | $233K |
| Legato Capital Management LLC | 0.03% | New | 2,064 | $226K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,030 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,021 | $221K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 2,000 | $219K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,000 | $219K |
| KBC Group NV | 0.00% | Add +24.7% | 1,970 | $216K |
| GTS Securities LLC | 0.01% | New | 1,936 | $212K |
| Truist Financial Corp. | 0.00% | New | 1,928 | $211K |
| Paladin Advisory Group, LLC | 0.16% | No change | 1,857 | $203K |
| State of Wyoming | 0.03% | Add +6.2% | 1,814 | $199K |
| Shell Asset Management Co. | 0.01% | Reduce -0.4% | 1,779 | $195K |
| Amalgamated Bank | 0.00% | No change | 1,746 | $191K |
| Fifth Third Bancorp | 0.00% | Reduce -2.6% | 1,689 | $185K |
| Nisa Investment Advisors, LLC | 0.00% | Add +8.7% | 1,452 | $159K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,070 | $117K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.6% | 1,068 | $117K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.3% | 900 | $99K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14650.0% | 885 | $97K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.5% | 797 | $87K |
| Park Place Capital Corp | 0.02% | No change | 796 | $87K |
| Hilltop National Bank | 0.02% | Reduce -7.5% | 717 | $79K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 653 | $72K |
| GeoWealth Management, LLC | 0.00% | Add +3010.0% | 622 | $68K |
| Johnson Financial Group, Inc. | 0.00% | New | 599 | $59K |
| Abound Wealth Management | 0.02% | No change | 500 | $55K |
| First Horizon Advisors, Inc. | 0.00% | No change | 497 | $54K |
| V-Square Quantitative Management LLC | 0.01% | Reduce -2.3% | 341 | $37K |
| Bessemer Group Inc. | 0.00% | Reduce -76.9% | 271 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $27K |
| GAMMA Investing LLC | 0.00% | Add +39.5% | 247 | $27K |
| Twin Tree Management, LP | 0.00% | New | 229 | $25K |
| Huntington National Bank | 0.00% | Reduce -9.5% | 171 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $19K |
| Rise Advisors, LLC | 0.01% | No change | 146 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +15.0% | 153 | $15K |
| Venturi Wealth Management, LLC | 0.00% | No change | 123 | $13K |
| Versant Capital Management, Inc | 0.00% | New | 118 | $13K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.5% | 103 | $11K |
| Covestor Ltd | 0.01% | Reduce -40.3% | 95 | $10K |
| Allworth Financial LP | 0.00% | Add +4.1% | 101 | $10K |
| Elequin Capital, LP | 0.00% | Add +74.5% | 89 | $10K |
| Amundi | 0.00% | New | 71 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 68 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | New | 61 | $7K |
| Rothschild Investment LLC | 0.00% | Add +10.0% | 55 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.4% | 51 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.9% | 51 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Mather Group, Llc. | 0.00% | No change | 46 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 46 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 44 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 41 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 42 | $4K |
| Principal Securities, Inc. | 0.00% | Add +54.2% | 37 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 32 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 28 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 21 | $2K |
| Arax Advisory Partners | 0.00% | No change | 20 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -46.7% | 16 | $2K |
| Assetmark, Inc. | 0.00% | New | 17 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 12 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $1K |
| Bokf, NA | 0.00% | New | 8 | $847 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 6 | $657 |
| IFP Advisors, Inc | 0.00% | New | 5 | $548 |
| Avior Wealth Management, LLC | 0.00% | No change | 4 | $438 |
| Grove Bank & Trust | 0.00% | New | 2 | $219 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $110 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $110 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -84.2% | 3 | $0 |
| Hemington Wealth Management | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.