WorkivaWK
13F holders, Q1 2025 (March 31)329holders +14
59new positions
45sold out
4famous investors
$75.89avg. 13F price*
At the end of Q1 2025, 329 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 14 from Q4 2024. 59 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($451.1M), BlackRock, Inc. ($398.7M) and T. Rowe Price Investment Management, Inc. ($215.2M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $149.7M |
| Exits | 45 | $217.5M |
All 13F filers, Q4 2024 → Q1 2025: 6,570,087 shares bought and 6,602,881 shares sold, net −32,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Vanguard Group Inc. | 0.01% | Add +2.5% | 5,942,371 | $451.1M |
| BlackRock, Inc. | 0.01% | Reduce -1.2% | 5,251,856 | $398.7M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Add +32.0% | 2,834,723 | $215.2M |
| FMR LLC | 0.01% | Reduce -13.6% | 2,732,039 | $207.4M |
| Riverbridge Partners LLC | 1.87% | Reduce -6.7% | 1,536,450 | $116.6M |
| Macquarie Group Ltd. | 0.14% | Reduce -29.1% | 1,489,785 | $113.1M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,309,232 | $99.4M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 1,203,052 | $91.3M |
| Conestoga Capital Advisors, LLC | 1.35% | Add +1.2% | 1,179,179 | $89.5M |
| First Trust Advisors LP | 0.06% | Add +16.6% | 960,674 | $72.9M |
| Nordea Investment Management AB | 0.07% | Add +72.0% | 935,296 | $70.3M |
| Eminence Capital, LP | 1.08% | New | 855,000 | $64.9M |
| Loomis Sayles & Co. L P | 0.09% | Reduce -2.1% | 797,183 | $60.5M |
| Alliancebernstein L.P. | 0.02% | Add +1177.5% | 780,130 | $59.2M |
| Mairs & Power Inc. | 0.58% | Add +0.7% | 738,824 | $56.1M |
| Brown Capital Management LLC | 1.59% | Reduce -9.9% | 695,479 | $52.8M |
| Artisan Partners Limited Partnership | 0.08% | Add +12.6% | 658,523 | $50.0M |
| Nuveen, LLC | 0.01% | — | 629,106 | $47.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +32.4% | 620,704 | $47.1M |
| Invesco Ltd. | 0.01% | Add +28.7% | 612,138 | $46.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 592,637 | $45.0M |
| Norges Bank | 0.01% | Add +7.8% | 587,735 | $44.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.6% | 546,341 | $41.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -49.3% | 513,145 | $39.0M |
| Bank of America Corp. | 0.00% | Add +11.4% | 476,466 | $36.2M |
| TimesSquare Capital Management, LLC | 0.58% | Reduce -15.6% | 472,851 | $35.9M |
| Renaissance Technologies | 0.05% | Add +11.2% | 461,011 | $35.0M |
| UBS Group AG | 0.01% | Reduce -15.4% | 451,495 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 430,462 | $32.7M |
| New York State Common Retirement Fund | 0.04% | Add +8.7% | 358,687 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.0% | 342,782 | $26.0M |
| Woodline Partners LP | 0.15% | Add +3386.6% | 300,513 | $22.8M |
| Two Sigma Investments, LP | 0.05% | Add +163.4% | 296,108 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 288,404 | $21.9M |
| Balyasny Asset Management L.P. | 0.05% | Add +47.1% | 277,164 | $21.0M |
| Aberdeen Group plc | 0.04% | Add +10.3% | 252,639 | $19.2M |
| Millennium Management | 0.02% | Add +44.5% | 237,746 | $18.0M |
| Ranger Investment Management, L.P. | 1.28% | Reduce -52.9% | 235,545 | $17.9M |
| Morgan Stanley | 0.00% | Reduce -19.3% | 216,647 | $16.4M |
| Tensile Capital Management LP | 2.08% | Reduce -9.7% | 215,269 | $16.3M |
| Sei Investments Co. | 0.02% | Reduce -10.8% | 183,749 | $13.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +35.7% | 181,898 | $13.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +99.7% | 178,336 | $13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 176,880 | $13.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +1.4% | 174,625 | $13.3M |
| Two Sigma Advisers, LP | 0.03% | Add +313.0% | 174,300 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 173,141 | $13.1M |
| Trexquant Investment LP | 0.15% | Add +95.9% | 171,308 | $13.0M |
| Citadel Advisors | 0.01% | Add +218.9% | 158,980 | $12.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -27.7% | 157,363 | $11.9M |
| LMR Partners LLP | 0.32% | Add +2.7% | 151,500 | $11.5M |
| Silvercrest Asset Management Group LLC | 0.07% | New | 135,012 | $10.2M |
| AXA S.A. | 0.03% | Add +47.2% | 134,049 | $10.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +22.1% | 131,092 | $10.0M |
| Jane Street Group, LLC | 0.02% | Add +1862.2% | 125,247 | $9.5M |
| Impax Asset Management Group plc | 0.05% | No change | 113,586 | $8.6M |
| Fred Alger Management, LLC | 0.05% | New | 111,870 | $8.5M |
| Kopp Family Office, LLC | 5.84% | Reduce -0.2% | 111,328 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Add +6.3% | 110,723 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.0% | 109,681 | $8.3M |
| Twinbeech Capital LP | 0.14% | New | 104,824 | $8.0M |
| Comerica Bank | 0.03% | Add +17.0% | 104,277 | $7.9M |
| Jump Financial, LLC | 0.12% | New | 102,985 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -3.1% | 102,133 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Add +131.2% | 101,956 | $7.7M |
| SummitTX Capital, L.P. | 0.33% | — | 99,051 | $7.5M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 94,921 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 92,933 | $7.1M |
| Barclays PLC | 0.00% | Reduce -22.3% | 90,149 | $6.8M |
| Deutsche Bank AG | 0.00% | Reduce -77.8% | 85,566 | $6.5M |
| Polar Asset Management Partners Inc. | 0.30% | Add +60.5% | 85,375 | $6.5M |
| Jain Global LLC | 0.13% | Reduce -60.4% | 85,300 | $6.5M |
| AQR Capital Management | 0.01% | Add +86.5% | 84,900 | $6.4M |
| California Public Employees Retirement System | 0.00% | Reduce -58.2% | 81,855 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Add +36.8% | 80,533 | $6.1M |
| Mutual of America Capital Management LLC | 0.07% | Add +8.9% | 77,284 | $5.9M |
| EULAV Asset Management | 0.14% | No change | 76,400 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +4.1% | 74,495 | $5.7M |
| Nicholas Company, Inc. | 0.10% | Reduce -0.0% | 74,031 | $5.6M |
| Ingalls & Snyder LLC | 0.18% | Add +0.6% | 73,217 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +14.5% | 73,126 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -2.1% | 71,717 | $5.4M |
| Summit Creek Advisors LLC | 0.76% | New | 68,759 | $5.2M |
| King Luther Capital Management Corp. | 0.02% | Reduce -2.9% | 68,335 | $5.2M |
| Verition Fund Management LLC | 0.03% | Add +511.9% | 65,374 | $5.0M |
| Aquatic Capital Management LLC | 0.12% | Add +649.7% | 62,403 | $4.7M |
| Ivy Lane Capital Management, LLC | 2.84% | New | 62,000 | $4.7M |
| Madison Asset Management, LLC | 0.05% | Add +39.4% | 58,261 | $4.4M |
| Advantage Alpha Capital Partners LP | 1.08% | Add +24.0% | 56,523 | $4.4M |
| Marshall Wace, LLP | 0.01% | New | 57,069 | $4.3M |
| Orser Capital Management, LLC | 3.15% | Add +5.2% | 56,462 | $4.3M |
| Engineers Gate Manager LP | 0.07% | Reduce -28.3% | 55,715 | $4.2M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 54,158 | $4.1M |
| Abacus Planning Group, Inc. | 0.70% | Add +2508.6% | 52,954 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -46.8% | 52,831 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 52,534 | $4.0M |
| Acadian Asset Management LLC | 0.01% | New | 52,223 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -25.1% | 48,526 | $3.7M |
| Alamar Capital Management, LLC | 2.15% | Reduce -1.1% | 47,712 | $3.6M |
| TD Asset Management Inc | 0.00% | Reduce -10.0% | 45,974 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +7.1% | 45,755 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -59.0% | 45,682 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.2% | 45,254 | $3.4M |
| Walleye Capital LLC | 0.04% | Reduce -24.6% | 44,739 | $3.4M |
| Hillsdale Investment Management Inc. | 0.17% | New | 43,880 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -58.8% | 43,380 | $3.3M |
| Nicholas Investment Partners, LP | 0.36% | Add +131.3% | 40,433 | $3.1M |
| Brown Advisory Inc. | 0.00% | Reduce -89.2% | 40,160 | $3.0M |
| Dark Forest Capital Management LP | 0.13% | New | 37,785 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +33.6% | 36,980 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -7.5% | 36,080 | $2.7M |
| Man Group plc | 0.01% | Reduce -39.6% | 33,698 | $2.6M |
| CI Investments Inc. | 0.01% | Reduce -2.0% | 31,614 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.18% | New | 31,516 | $2.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +83.5% | 31,184 | $2.4M |
| Dynamic Technology Lab Private Ltd | 0.34% | New | 31,030 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 29,979 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.4% | 29,942 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 28,536 | $2.2M |
| EFG Asset Management (North America) Corp. | 0.36% | New | 28,371 | $2.2M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +39.7% | 28,163 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +46.0% | 28,118 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +0.3% | 27,239 | $2.1M |
| HRT Financial LP | 0.01% | Add +280.4% | 26,298 | $2.0M |
| HSBC Holdings PLC | 0.00% | Add +33.9% | 25,977 | $2.0M |
| XTX Topco Ltd | 0.10% | Add +305.4% | 25,562 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 25,265 | $1.9M |
| Squarepoint Ops LLC | 0.00% | New | 25,062 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.3% | 25,038 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Reduce -22.9% | 24,337 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.4% | 29,203 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -89.4% | 22,753 | $1.8M |
| Creative Planning | 0.00% | Add +12.5% | 23,413 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.1% | 23,027 | $1.7M |
| Rosenblum Silverman Sutton S F Inc. | 0.47% | Add +3.0% | 22,231 | $1.7M |
| Aequim Alternative Investments LP | 1.32% | No change | 22,200 | $1.7M |
| Danske Bank A/S | 0.01% | Add +47.8% | 21,711 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -4.6% | 21,157 | $1.6M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -45.6% | 20,923 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 19,911 | $1.5M |
| Azzad Asset Management Inc. | 0.18% | Add +0.1% | 19,885 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 19,596 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +19.9% | 18,676 | $1.4M |
| Mariner, LLC | 0.00% | Add +28.3% | 18,350 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.5% | 18,349 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 18,153 | $1.4M |
| Siren, L.L.C. | 0.07% | Add +75.0% | 17,500 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -6.2% | 16,640 | $1.3M |
| LPL Financial LLC | 0.00% | Add +12.8% | 16,394 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,117 | $1.2M |
| ExodusPoint Capital Management, LP | 0.02% | New | 15,189 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 14,047 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 13,900 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -9.4% | 13,670 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.6% | 13,269 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +46.5% | 13,269 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +39.6% | 13,038 | $990K |
| Occudo Quantitative Strategies LP | 0.13% | Add +101.5% | 12,474 | $982K |
| Holocene Advisors, LP | 0.00% | Reduce -7.1% | 12,665 | $961K |
| Susquehanna Portfolio Strategies, LLC | 0.40% | New | 12,328 | $936K |
| Gsa Capital Partners LLP | 0.08% | New | 11,557 | $877K |
| ProShare Advisors LLC | 0.00% | Reduce -21.5% | 11,444 | $869K |
| Cibc World Markets Corp. | 0.01% | Add +140.0% | 11,341 | $861K |
| Vancity Investment Management Ltd | 0.12% | — | 11,268 | $855K |
| Trust Point Inc. | 0.08% | Reduce -22.1% | 11,097 | $842K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.7% | 11,052 | $839K |
| Calamos Advisors LLC | 0.01% | Reduce -59.6% | 10,664 | $810K |
| Dimensional Fund Advisors LP | 0.00% | New | 10,609 | $805K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 10,575 | $803K |
| Talbot Financial, LLC | 0.10% | No change | 10,500 | $797K |
| Petrus Trust Company, LTA | 0.07% | New | 10,012 | $760K |
| Quantbot Technologies LP | 0.02% | New | 9,678 | $735K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.9% | 9,500 | $721K |
| Fox Run Management, L.L.C. | 0.11% | New | 9,198 | $698K |
| Bank of Montreal | 0.00% | Add +145.1% | 9,183 | $697K |
| Teacher Retirement System of Texas | 0.00% | Add +13.9% | 8,734 | $663K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $647K |
| Sterling Capital Management LLC | 0.01% | Add +16494.1% | 8,463 | $642K |
| Cwm, LLC | 0.00% | Add +27.4% | 8,166 | $620K |
| Centiva Capital, LP | 0.04% | New | 8,147 | $618K |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | No change | 7,560 | $573K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.4% | 7,506 | $570K |
| Versor Investments LP | 0.09% | New | 7,037 | $534K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 6,764 | $513K |
| Legacy Bridge, LLC | 0.28% | No change | 6,664 | $506K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.2% | 6,387 | $503K |
| Scientech Research LLC | 0.13% | New | 6,588 | $500K |
| Summit Global Investments | 0.04% | New | 6,343 | $481K |
| Integrated Quantitative Investments LLC | 0.24% | New | 6,300 | $478K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.7% | 5,972 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 5,901 | $448K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 5,741 | $436K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 3,940 | $431K |
| Empowered Funds, LLC | 0.01% | New | 5,552 | $421K |
| Henshaw Capital LLC | 0.02% | Add +14.8% | 5,526 | $419K |
| Quantinno Capital Management LP | 0.00% | Add +55.1% | 5,184 | $394K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.5% | 5,154 | $391K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.0% | 5,150 | $391K |
| Transatlantique Private Wealth LLC | 0.16% | Reduce -11.8% | 5,143 | $390K |
| World Investment Advisors | 0.01% | Reduce -0.0% | 5,134 | $390K |
| Legato Capital Management LLC | 0.05% | Add +144.2% | 5,041 | $383K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $380K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.0% | 4,633 | $352K |
| Sage Rhino Capital LLC | 0.08% | Reduce -0.3% | 4,557 | $346K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.8% | 4,513 | $343K |
| Tradition Wealth Management, LLC | 0.03% | No change | 4,507 | $342K |
| DC Investments Management, LLC | 0.17% | Reduce -2.3% | 4,456 | $338K |
| Quadrature Capital Ltd | 0.01% | New | 4,401 | $334K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.1% | 4,374 | $332K |
| Atria Investments, Inc | 0.00% | Add +5.1% | 4,336 | $329K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +15.9% | 4,263 | $324K |
| STRS Ohio | 0.00% | Reduce -8.7% | 4,200 | $319K |
| Private Wealth Asset Management, LLC | 0.04% | — | 4,100 | $311K |
| Principal Financial Group Inc. | 0.00% | Reduce -5.3% | 4,084 | $310K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -9.1% | 3,937 | $310K |
| Farringdon Capital, Ltd. | 0.15% | New | 3,986 | $303K |
| RIA Advisory Group LLC | 0.10% | Reduce -2.5% | 3,940 | $299K |
| 111 Capital | 0.06% | New | 3,888 | $295K |
| Xponance LLC | 0.00% | Add +6.7% | 3,850 | $292K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.3% | 3,804 | $289K |
| Prudential Financial Inc. | 0.00% | Add +0.1% | 3,754 | $285K |
| Captrust Financial Advisors | 0.00% | Reduce -22.1% | 3,693 | $280K |
| Inceptionr LLC | 0.08% | New | 3,655 | $277K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,654 | $277K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,651 | $277K |
| Inlight Wealth Management, LLC | 0.17% | No change | 3,607 | $274K |
| Hardy Reed LLC | 0.02% | No change | 3,463 | $263K |
| Mirabella Financial Services LLP | 0.01% | No change | 3,451 | $262K |
| Ieq Capital, LLC | 0.00% | New | 3,370 | $256K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 3,369 | $256K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,327 | $253K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.2% | 3,268 | $248K |
| Franklin Resources Inc. | 0.00% | Add +10.0% | 3,266 | $248K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.5% | 3,265 | $248K |
| Virtu Financial LLC | 0.01% | New | 3,166 | $240K |
| Qsemble Capital Management, LP | 0.02% | New | 3,074 | $233K |
| Foster Group, Inc. | 0.01% | Add +0.1% | 3,042 | $231K |
| Capital Wealth Planning, LLC | 0.00% | No change | 3,000 | $228K |
| Wealth Alliance, LLC | 0.03% | Add +3.3% | 2,886 | $219K |
| Avantax Advisory Services, Inc. | 0.00% | Add +41.9% | 2,867 | $218K |
| Parkside Financial Bank & Trust | 0.03% | Add +2.9% | 2,854 | $217K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +8.7% | 2,825 | $214K |
| Vident Advisory, LLC | 0.00% | Add +27.6% | 2,796 | $212K |
| Magnetar Financial LLC | 0.00% | New | 2,757 | $209K |
| Caitong International Asset Management Co., Ltd | 0.15% | New | 2,704 | $205K |
| Brevan Howard Capital Management LP | 0.01% | New | 2,667 | $202K |
| Cerity Partners LLC | 0.00% | Reduce -10.5% | 2,641 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 2,419 | $184K |
| KBC Group NV | 0.00% | Add +18.9% | 2,342 | $178K |
| Headlands Technologies LLC | 0.02% | New | 2,256 | $171K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -10.1% | 2,149 | $163K |
| AlphaQuest LLC | 0.02% | New | 2,147 | $163K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.8% | 1,900 | $144K |
| State of Wyoming | 0.02% | Add +4.2% | 1,890 | $143K |
| Paladin Advisory Group, LLC | 0.11% | No change | 1,857 | $141K |
| Amalgamated Bank | 0.00% | Add +0.3% | 1,752 | $133K |
| Shell Asset Management Co. | 0.01% | Reduce -4.2% | 1,705 | $129K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 1,688 | $128K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -50.6% | 1,434 | $109K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.1% | 1,393 | $106K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.7% | 1,139 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +37.3% | 1,094 | $83K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,070 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.0% | 864 | $68K |
| Coldstream Capital Management Inc. | 0.00% | New | 839 | $64K |
| Park Place Capital Corp | 0.02% | No change | 796 | $60K |
| Global Wealth Strategies & Associates | 0.02% | New | 703 | $53K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.2% | 652 | $49K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 645 | $49K |
| Johnson Financial Group, Inc. | 0.00% | No change | 599 | $45K |
| Bessemer Group Inc. | 0.00% | Add +109.2% | 567 | $43K |
| Bayforest Capital Ltd | 0.02% | New | 519 | $39K |
| Harbour Investments, Inc. | 0.00% | New | 509 | $39K |
| Simplex Trading, LLC | 0.00% | New | 503 | $38K |
| Abound Wealth Management | 0.01% | No change | 500 | $38K |
| First Horizon Advisors, Inc. | 0.00% | No change | 497 | $38K |
| Covestor Ltd | 0.02% | Add +371.6% | 448 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +705.9% | 411 | $31K |
| SVB Wealth LLC | 0.00% | New | 345 | $26K |
| V-Square Quantitative Management LLC | 0.00% | No change | 341 | $26K |
| GAMMA Investing LLC | 0.00% | Add +12.6% | 278 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +85.6% | 219 | $17K |
| Huntington National Bank | 0.00% | Add +19.9% | 205 | $16K |
| Mather Group, Llc. | 0.00% | Add +282.6% | 176 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $13K |
| Rise Advisors, LLC | 0.00% | Reduce -19.9% | 117 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +143.5% | 112 | $9K |
| Allworth Financial LP | 0.00% | Add +16.8% | 118 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 103 | $8K |
| Quarry LP | 0.00% | New | 99 | $8K |
| Amundi | 0.00% | Add +39.4% | 99 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.3% | 86 | $7K |
| True Wealth Design, LLC | 0.00% | Add +491.7% | 71 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 68 | $5K |
| Rothschild Investment LLC | 0.00% | Add +18.2% | 65 | $5K |
| Grove Bank & Trust | 0.00% | Add +3000.0% | 62 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +166.7% | 56 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 37 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.4% | 51 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 44 | $3K |
| Larson Financial Group LLC | 0.00% | New | 44 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 32 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +14.3% | 32 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +416.7% | 31 | $2K |
| Quadrant Capital Group LLC | 0.00% | Reduce -31.7% | 28 | $2K |
| Private Trust Co. NA | 0.00% | New | 26 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 24 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Arax Advisory Partners | 0.00% | No change | 20 | $2K |
| Assetmark, Inc. | 0.00% | No change | 17 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -50.0% | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $911 |
| JFS Wealth Advisors, LLC | 0.00% | New | 8 | $608 |
| Bokf, NA | 0.00% | No change | 8 | $607 |
| Activest Wealth Management | 0.00% | New | 5 | $380 |
| IFP Advisors, Inc | 0.00% | No change | 5 | $380 |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $152 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $76 |
| Avion Wealth | 0.00% | New | 9 | $0 |
| Hemington Wealth Management | 0.00% | Add +400.0% | 5 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.