WorkivaWK
13F holders, Q2 2025 (June 30)312holders −17
34new positions
52sold out
6famous investors
$68.43avg. 13F price*
At the end of Q2 2025, 312 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 17 from Q1 2025. 34 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($426.8M), BlackRock, Inc. ($354.1M) and Eminence Capital, LP ($181.2M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $129.1M |
| Exits | 52 | $144.4M |
All 13F filers, Q1 2025 → Q2 2025: 6,238,283 shares bought and 7,267,222 shares sold, net −1,028,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| Vanguard Group Inc. | 0.01% | Add +4.9% | 6,235,063 | $426.8M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 5,173,196 | $354.1M |
| Eminence Capital, LP | 2.67% | Add +209.6% | 2,646,768 | $181.2M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Reduce -10.5% | 2,536,599 | $173.6M |
| FMR LLC | 0.01% | Reduce -38.0% | 1,693,507 | $115.9M |
| Riverbridge Partners LLC | 1.52% | Reduce -10.4% | 1,375,867 | $94.2M |
| State Street Corp. | 0.00% | Add +0.9% | 1,321,319 | $90.4M |
| Edmond DE Rothschild Holding S.A. | 1.41% | New | 1,295,497 | $88.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 1,207,108 | $82.6M |
| Conestoga Capital Advisors, LLC | 1.18% | Reduce -0.8% | 1,170,311 | $80.1M |
| First Trust Advisors LP | 0.05% | Add +0.4% | 964,347 | $66.0M |
| Macquarie Group Ltd. | 0.08% | Reduce -35.4% | 961,753 | $65.8M |
| Nordea Investment Management AB | 0.06% | Reduce -2.9% | 907,861 | $61.2M |
| Mairs & Power Inc. | 0.51% | Add +2.6% | 757,819 | $51.9M |
| Brown Capital Management LLC | 1.40% | Add +0.9% | 702,007 | $48.1M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -19.1% | 644,631 | $44.1M |
| Norges Bank | 0.01% | No change | 587,735 | $40.2M |
| Nuveen, LLC | 0.01% | Reduce -8.8% | 573,803 | $39.3M |
| Northern Trust Corp. | 0.01% | Reduce -5.4% | 560,658 | $38.4M |
| UBS Group AG | 0.01% | Add +22.4% | 552,669 | $37.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 509,333 | $34.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -20.6% | 493,180 | $33.8M |
| TimesSquare Capital Management, LLC | 0.45% | Reduce -2.8% | 459,586 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.9% | 453,740 | $31.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 434,671 | $29.8M |
| Renaissance Technologies | 0.04% | Reduce -7.8% | 424,811 | $29.1M |
| Bank of America Corp. | 0.00% | Reduce -12.1% | 418,993 | $28.7M |
| Woodline Partners LP | 0.15% | Add +38.3% | 415,633 | $28.5M |
| Bank of New York Mellon Corp | 0.00% | Add +15.6% | 333,441 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 308,726 | $21.1M |
| Morgan Stanley | 0.00% | Add +34.5% | 291,430 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +212.4% | 290,294 | $19.9M |
| Millennium Management | 0.02% | Add +19.9% | 285,084 | $19.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +46.3% | 260,900 | $17.9M |
| Jacobs Levy Equity Management, Inc. | 0.06% | Add +124.5% | 229,343 | $15.7M |
| Ranger Investment Management, L.P. | 1.07% | Reduce -5.1% | 223,620 | $15.3M |
| Aberdeen Group plc | 0.03% | Reduce -12.9% | 220,121 | $15.1M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +62.0% | 218,667 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -40.5% | 213,595 | $14.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.1% | 205,262 | $14.1M |
| Tensile Capital Management LP | 1.57% | Reduce -11.9% | 189,742 | $13.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.1% | 181,755 | $12.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +60.7% | 176,229 | $12.1M |
| Jefferies Financial Group Inc. | 0.20% | Add +4981.3% | 169,055 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 166,537 | $11.4M |
| AXA S.A. | 0.03% | Add +18.6% | 158,960 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +325.6% | 157,389 | $10.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -47.2% | 156,248 | $10.7M |
| Jain Global LLC | 0.17% | Add +80.5% | 153,923 | $10.5M |
| Tetragon Partners GP Ltd | 2.90% | New | 150,000 | $10.3M |
| Sei Investments Co. | 0.01% | Reduce -18.4% | 149,863 | $10.3M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -18.4% | 148,460 | $10.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +5.9% | 138,881 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +180.2% | 135,958 | $9.3M |
| Two Sigma Advisers, LP | 0.02% | Reduce -28.2% | 125,100 | $8.6M |
| BNP Paribas Financial Markets | 0.01% | Add +52.9% | 123,169 | $8.4M |
| Barclays PLC | 0.00% | Add +35.9% | 122,534 | $8.4M |
| Impax Asset Management Group plc | 0.04% | No change | 113,586 | $7.8M |
| Comerica Bank | 0.03% | Add +0.1% | 104,354 | $7.1M |
| Engineers Gate Manager LP | 0.09% | Add +86.7% | 104,017 | $7.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.2% | 103,874 | $7.1M |
| Squarepoint Ops LLC | 0.02% | Add +313.4% | 103,606 | $7.1M |
| Kopp Family Office, LLC | 4.47% | Reduce -9.4% | 100,859 | $6.9M |
| AQR Capital Management | 0.01% | Add +18.6% | 100,662 | $6.9M |
| Citigroup Inc. | 0.00% | Add +90.2% | 100,482 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.7% | 98,224 | $6.7M |
| Summit Creek Advisors LLC | 0.91% | Add +38.3% | 95,108 | $6.5M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 94,221 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | Add +661.3% | 93,851 | $6.4M |
| Mutual of America Capital Management LLC | 0.07% | Add +20.5% | 93,101 | $6.4M |
| Man Group plc | 0.01% | Add +176.0% | 93,010 | $6.4M |
| Acadian Asset Management LLC | 0.01% | Add +64.8% | 86,066 | $5.9M |
| California Public Employees Retirement System | 0.00% | Add +0.4% | 82,197 | $5.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +178.2% | 81,234 | $5.6M |
| Nicholas Company, Inc. | 0.09% | Add +9.3% | 80,881 | $5.5M |
| King Luther Capital Management Corp. | 0.02% | Add +16.8% | 79,835 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -36.8% | 79,118 | $5.4M |
| Advantage Alpha Capital Partners LP | 1.45% | Add +38.8% | 78,447 | $5.4M |
| Rhumbline Advisers | 0.00% | Add +3.5% | 77,141 | $5.3M |
| Deutsche Bank AG | 0.00% | Reduce -11.1% | 76,035 | $5.2M |
| Edgestream Partners, L.P. | 0.14% | New | 73,306 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.5% | 72,062 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -6.0% | 67,442 | $4.6M |
| Verition Fund Management LLC | 0.03% | Add +1.8% | 66,518 | $4.6M |
| Madison Asset Management, LLC | 0.05% | Add +9.4% | 63,739 | $4.4M |
| Jump Financial, LLC | 0.05% | Reduce -41.5% | 60,281 | $4.1M |
| Algert Global LLC | 0.08% | New | 59,120 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -92.5% | 58,823 | $4.0M |
| Topline Capital Management, LLC | 0.68% | New | 58,000 | $4.0M |
| Holocene Advisors, LP | 0.01% | Add +342.2% | 56,008 | $3.8M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 55,961 | $3.8M |
| Trexquant Investment LP | 0.04% | Reduce -68.0% | 54,809 | $3.8M |
| Alamar Capital Management, LLC | 2.02% | Add +14.2% | 54,467 | $3.7M |
| Abacus Planning Group, Inc. | 0.54% | No change | 52,954 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 51,239 | $3.5M |
| Aquatic Capital Management LLC | 0.07% | Reduce -19.9% | 49,975 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 49,294 | $3.4M |
| Orser Capital Management, LLC | 2.39% | Reduce -13.2% | 48,987 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -69.7% | 48,206 | $3.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 46,800 | $3.2M |
| California State Teachers Retirement System | 0.00% | No change | 45,254 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 43,499 | $3.0M |
| Ingalls & Snyder LLC | 0.11% | Reduce -40.6% | 43,454 | $3.0M |
| Dark Forest Capital Management LP | 0.11% | Add +9.7% | 41,444 | $2.8M |
| TD Asset Management Inc | 0.00% | Reduce -10.1% | 41,354 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 40,883 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -7.9% | 39,955 | $2.7M |
| Tudor Investment Corporation | 0.02% | New | 39,444 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -93.6% | 38,989 | $2.7M |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 38,895 | $2.7M |
| D. E. Shaw & Co. | 0.00% | New | 36,968 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +28.0% | 36,527 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.1% | 36,056 | $2.5M |
| EFG Asset Management (North America) Corp. | 0.34% | Add +24.1% | 35,196 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.1% | 29,953 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +9.9% | 28,541 | $1.9M |
| Siren, L.L.C. | 0.10% | Add +60.0% | 28,000 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +2.5% | 27,919 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +21.1% | 27,895 | $1.9M |
| XTX Topco Ltd | 0.08% | Add +8.4% | 27,698 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.6% | 27,662 | $1.9M |
| Knights of Columbus Asset Advisors LLC | 0.11% | Reduce -2.0% | 27,588 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +8.8% | 27,495 | $1.9M |
| CI Investments Inc. | 0.01% | Reduce -16.4% | 26,414 | $1.8M |
| Polar Asset Management Partners Inc. | 0.06% | Reduce -71.0% | 24,771 | $1.7M |
| Rosenblum Silverman Sutton S F Inc. | 0.41% | Add +11.3% | 24,731 | $1.7M |
| University of Texas/Texas Am Investment Management Co. | 0.26% | New | 23,868 | $1.6M |
| Aequim Alternative Investments LP | 0.93% | No change | 22,200 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -21.8% | 21,977 | $1.5M |
| Quantbot Technologies LP | 0.04% | Add +108.9% | 20,215 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -13.2% | 19,753 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -10.8% | 18,863 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 18,850 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.7% | 18,374 | $1.3M |
| HRT Financial LP | 0.01% | Reduce -30.8% | 18,203 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 18,048 | $1.2M |
| Quadrature Capital Ltd | 0.02% | Add +309.9% | 18,039 | $1.2M |
| LPL Financial LLC | 0.00% | Add +9.4% | 17,935 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 16,640 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,117 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +20.7% | 16,021 | $1.1M |
| Vancity Investment Management Ltd | 0.13% | Add +36.7% | 15,406 | $1.1M |
| Ceera Investments, LLC | 0.32% | New | 15,301 | $1.0M |
| Nicholas Investment Partners, LP | 0.10% | Reduce -62.9% | 15,000 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +2.5% | 14,391 | $985K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -55.0% | 14,038 | $961K |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 13,808 | $945K |
| Mariner, LLC | 0.00% | Reduce -25.4% | 13,682 | $937K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $927K |
| Handelsbanken Fonder AB | 0.00% | Reduce -3.6% | 13,400 | $917K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,269 | $908K |
| Sterling Capital Management LLC | 0.01% | Add +54.3% | 13,056 | $894K |
| Dimensional Fund Advisors LP | 0.00% | Add +19.0% | 12,624 | $864K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -60.8% | 12,364 | $846K |
| Amundi | 0.00% | Add +12474.8% | 12,449 | $845K |
| EULAV Asset Management | 0.02% | Reduce -84.4% | 11,900 | $815K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.4% | 11,538 | $790K |
| WINTON GROUP Ltd | 0.04% | New | 11,536 | $790K |
| ProShare Advisors LLC | 0.00% | Reduce -5.9% | 10,765 | $737K |
| Talbot Financial, LLC | 0.07% | No change | 10,500 | $719K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.4% | 10,300 | $705K |
| Cwm, LLC | 0.00% | Add +13.2% | 9,243 | $633K |
| Pathstone Holdings, LLC | 0.00% | Reduce -49.7% | 9,227 | $632K |
| Teacher Retirement System of Texas | 0.00% | Add +5.3% | 9,201 | $630K |
| Petrus Trust Company, LTA | 0.06% | Reduce -9.8% | 9,032 | $618K |
| SG Americas Securities, LLC | 0.00% | Reduce -34.0% | 8,611 | $589K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $583K |
| Ieq Capital, LLC | 0.00% | Add +149.1% | 8,395 | $575K |
| FORA Capital, LLC | 0.06% | New | 8,312 | $569K |
| Centiva Capital, LP | 0.04% | Reduce -1.3% | 8,043 | $551K |
| Gsa Capital Partners LLP | 0.04% | Reduce -31.6% | 7,901 | $541K |
| Walleye Capital LLC | 0.01% | Reduce -82.5% | 7,828 | $536K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +598.1% | 7,637 | $523K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | No change | 7,560 | $517K |
| Summit Global Investments | 0.03% | Add +15.8% | 7,346 | $503K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.9% | 7,292 | $499K |
| Empowered Funds, LLC | 0.01% | Add +30.8% | 7,264 | $497K |
| Capstone Investment Advisors, LLC | 0.01% | New | 7,065 | $484K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.2% | 6,972 | $477K |
| Trust Point Inc. | 0.04% | Reduce -38.1% | 6,871 | $470K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 6,838 | $468K |
| Legacy Bridge, LLC | 0.22% | No change | 6,664 | $456K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 3,940 | $431K |
| Prudential Financial Inc. | 0.00% | Add +66.7% | 6,259 | $428K |
| AlphaQuest LLC | 0.04% | Add +189.2% | 6,208 | $425K |
| Cibc World Markets Corp. | 0.00% | Reduce -45.4% | 6,196 | $424K |
| Freestone Grove Partners LP | 0.00% | New | 6,106 | $418K |
| Two Sigma Securities, LLC | 0.05% | New | 6,005 | $411K |
| Creative Planning | 0.00% | Reduce -74.8% | 5,902 | $404K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.1% | 5,847 | $400K |
| MML Investors Services, LLC | 0.00% | Reduce -1.5% | 5,656 | $387K |
| Henshaw Capital LLC | 0.01% | No change | 5,526 | $378K |
| Canada Pension Plan Investment Board | 0.00% | Add +189.5% | 5,500 | $376K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.7% | 5,389 | $369K |
| Bridgefront Capital, LLC | 0.10% | New | 5,243 | $359K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,154 | $353K |
| World Investment Advisors | 0.01% | Reduce -0.3% | 5,117 | $350K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $342K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -61.9% | 4,753 | $325K |
| Glenmede Investment Management, LP | 0.00% | — | 4,678 | $320K |
| Atria Investments, Inc | 0.00% | Add +6.8% | 4,629 | $317K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +8.1% | 4,608 | $315K |
| Tradition Wealth Management, LLC | 0.03% | Add +1.6% | 4,577 | $313K |
| Sage Rhino Capital LLC | 0.07% | Reduce -1.2% | 4,504 | $308K |
| DC Investments Management, LLC | 0.13% | No change | 4,456 | $305K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.5% | 4,176 | $286K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 4,100 | $281K |
| Quantinno Capital Management LP | 0.00% | Reduce -23.2% | 3,983 | $273K |
| Xponance LLC | 0.00% | Add +1.2% | 3,896 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.2% | 3,825 | $262K |
| Franklin Resources Inc. | 0.00% | Add +16.0% | 3,789 | $259K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -1.0% | 3,898 | $257K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,654 | $250K |
| Inlight Wealth Management, LLC | 0.13% | No change | 3,607 | $247K |
| Principal Financial Group Inc. | 0.00% | Reduce -12.7% | 3,564 | $244K |
| RIA Advisory Group LLC | 0.07% | Reduce -10.2% | 3,540 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.5% | 3,497 | $239K |
| Marshall Wace, LLP | 0.00% | Reduce -93.9% | 3,471 | $238K |
| Mirabella Financial Services LLP | 0.03% | No change | 3,451 | $236K |
| Transatlantique Private Wealth LLC | 0.09% | Reduce -33.4% | 3,428 | $235K |
| Hardy Reed LLC | 0.02% | Reduce -1.1% | 3,425 | $234K |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 3,402 | $233K |
| Cerity Partners LLC | 0.00% | Add +24.8% | 3,297 | $226K |
| Bank of Montreal | 0.00% | Reduce -64.3% | 3,283 | $225K |
| Mackenzie Financial Corp. | 0.00% | Add +0.5% | 3,282 | $225K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.1% | 3,166 | $217K |
| Wealth Alliance, LLC | 0.02% | Add +8.2% | 3,122 | $214K |
| Foster Group, Inc. | 0.01% | Reduce -0.4% | 3,029 | $207K |
| Capital Wealth Planning, LLC | 0.00% | No change | 3,000 | $205K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.9% | 2,827 | $194K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +14.2% | 2,453 | $168K |
| STRS Ohio | 0.00% | Reduce -45.2% | 2,300 | $157K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.8% | 2,061 | $141K |
| Paladin Advisory Group, LLC | 0.10% | No change | 1,857 | $127K |
| Amalgamated Bank | 0.00% | No change | 1,752 | $120K |
| Shell Asset Management Co. | 0.00% | Reduce -9.9% | 1,536 | $105K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.9% | 1,489 | $102K |
| KBC Group NV | 0.00% | Reduce -39.1% | 1,425 | $98K |
| State of Wyoming | 0.01% | Reduce -28.8% | 1,346 | $92K |
| Fifth Third Bancorp | 0.00% | Reduce -32.8% | 1,135 | $78K |
| Danske Bank A/S | 0.00% | Reduce -94.9% | 1,114 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,070 | $73K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -10.3% | 1,022 | $70K |
| Hilltop National Bank | 0.02% | — | 969 | $66K |
| Summit Securities Group LLC | 0.02% | New | 934 | $64K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -3.2% | 836 | $55K |
| Park Place Capital Corp | 0.01% | No change | 796 | $54K |
| TD Waterhouse Canada Inc. | 0.00% | New | 740 | $51K |
| Global Wealth Strategies & Associates | 0.01% | No change | 703 | $48K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 605 | $41K |
| Bessemer Group Inc. | 0.00% | No change | 567 | $39K |
| Harbour Investments, Inc. | 0.00% | No change | 509 | $35K |
| Abound Wealth Management | 0.01% | No change | 500 | $34K |
| First Horizon Advisors, Inc. | 0.00% | No change | 497 | $34K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.4% | 480 | $33K |
| Signaturefd, LLC | 0.00% | Reduce -31.2% | 444 | $30K |
| Larson Financial Group LLC | 0.00% | Add +836.4% | 412 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.0% | 378 | $26K |
| Simplex Trading, LLC | 0.00% | Reduce -32.4% | 340 | $23K |
| Covestor Ltd | 0.01% | Reduce -30.8% | 310 | $21K |
| Essential Partners LLC | 0.01% | — | 283 | $19K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 271 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $17K |
| Allworth Financial LP | 0.00% | Add +91.5% | 226 | $15K |
| Huntington National Bank | 0.00% | Reduce -5.4% | 194 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $11K |
| Optiver Holding B.V. | 0.00% | New | 139 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.0% | 123 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 117 | $8K |
| Versant Capital Management, Inc | 0.00% | Reduce -47.0% | 116 | $8K |
| Westside Investment Management, Inc. | 0.00% | New | 96 | $7K |
| IFP Advisors, Inc | 0.00% | Add +620.0% | 36 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -73.4% | 74 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 68 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -7.7% | 60 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -49.5% | 52 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.6% | 42 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 47 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 44 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -39.4% | 43 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 37 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +9.4% | 35 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $2K |
| Arax Advisory Partners | 0.00% | Add +60.0% | 32 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 32 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -70.5% | 33 | $2K |
| Ancora Advisors LLC | 0.00% | New | 29 | $2K |
| Kilter Group LLC | 0.00% | New | 28 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +91.7% | 23 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.2% | 21 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -32.3% | 21 | $1K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -42.9% | 20 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 16 | $1K |
| Hemington Wealth Management | 0.00% | Add +320.0% | 21 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 8 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $958 |
| Brooklyn Investment Group | 0.00% | New | 13 | $890 |
| Fortitude Family Office, LLC | 0.00% | New | 5 | $342 |
| Federated Hermes, Inc. | 0.00% | Reduce -100.0% | 5 | $342 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $274 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -62.5% | 3 | $206 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 3 | $206 |
| HFM Investment Advisors, LLC | 0.00% | New | 2 | $137 |
| Assetmark, Inc. | 0.00% | Reduce -88.2% | 2 | $137 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 2 | $137 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $73 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $69 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $69 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $68 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -80.0% | 3 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.