WorkivaWK
13F holders, Q3 2025 (September 30)313holders +1
52new positions
51sold out
7famous investors
$85.68avg. 13F price*
At the end of Q3 2025, 313 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 1 from Q2 2025. 52 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($540.7M), BlackRock, Inc. ($375.9M) and Eminence Capital, LP ($320.5M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $382.0M |
| Exits | 51 | $106.7M |
All 13F filers, Q2 2025 → Q3 2025: 10,318,950 shares bought and 7,550,116 shares sold, net +2,768,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| Vanguard Group Inc. | 0.01% | Add +0.7% | 6,281,317 | $540.7M |
| BlackRock, Inc. | 0.01% | Reduce -15.6% | 4,367,099 | $375.9M |
| Eminence Capital, LP | 4.71% | Add +40.7% | 3,723,546 | $320.5M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -37.1% | 1,594,441 | $137.3M |
| Macquarie Group Ltd. | 0.16% | Add +81.3% | 1,743,391 | $133.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2925.6% | 1,491,423 | $128.4M |
| Nordea Investment Management AB | 0.10% | Add +50.7% | 1,368,401 | $115.6M |
| State Street Corp. | 0.00% | Reduce -0.8% | 1,310,831 | $112.8M |
| Riverbridge Partners LLC | 1.88% | Reduce -6.2% | 1,290,870 | $111.1M |
| Edmond DE Rothschild Holding S.A. | 1.68% | Reduce -2.5% | 1,262,561 | $108.7M |
| FMR LLC | 0.01% | Reduce -27.7% | 1,224,439 | $105.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.8% | 1,197,223 | $103.1M |
| Morgan Stanley | 0.01% | Add +258.8% | 1,045,534 | $90.0M |
| Hotchkis & Wiley Capital Management LLC | 0.27% | New | 1,025,660 | $88.3M |
| Conestoga Capital Advisors, LLC | 1.38% | Reduce -14.9% | 996,187 | $85.8M |
| First Trust Advisors LP | 0.05% | Reduce -15.7% | 812,760 | $70.0M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | New | 802,051 | $69.0M |
| Point72 Asset Management | 0.16% | New | 791,646 | $68.1M |
| UBS Group AG | 0.01% | Add +40.8% | 778,118 | $67.0M |
| Mairs & Power Inc. | 0.61% | Reduce -0.1% | 757,063 | $65.2M |
| Nuveen, LLC | 0.01% | Reduce -4.7% | 547,140 | $47.1M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 543,031 | $46.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.2% | 523,808 | $45.1M |
| TimesSquare Capital Management, LLC | 0.63% | Add +11.7% | 513,503 | $44.2M |
| Irenic Capital Management LP | 9.06% | New | 497,010 | $42.8M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -23.8% | 490,936 | $42.3M |
| Brown Capital Management LLC | 1.64% | Reduce -34.3% | 461,360 | $39.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 431,694 | $37.2M |
| Pembroke Management, LTD | 3.59% | New | 420,361 | $36.2M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 414,809 | $35.7M |
| Renaissance Technologies | 0.05% | Reduce -3.4% | 410,511 | $35.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.5% | 404,932 | $34.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 387,615 | $33.4M |
| Readystate Asset Management LP | 3.11% | New | 371,224 | $32.0M |
| Jefferies Financial Group Inc. | 0.28% | Add +105.2% | 346,809 | $29.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.7% | 326,184 | $28.1M |
| Ranger Investment Management, L.P. | 1.87% | Add +39.5% | 312,045 | $26.9M |
| Silvercrest Asset Management Group LLC | 0.17% | Add +36.3% | 298,134 | $25.7M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 297,560 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.8% | 237,430 | $20.4M |
| Algert Global LLC | 0.33% | Add +288.3% | 229,559 | $19.8M |
| Aberdeen Group plc | 0.03% | Add +5.3% | 231,772 | $19.7M |
| Jain Global LLC | 0.23% | Add +26.0% | 193,941 | $16.7M |
| AQR Capital Management | 0.01% | Add +85.8% | 187,083 | $16.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -10.1% | 163,399 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 160,100 | $13.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +12.3% | 156,029 | $13.4M |
| AXA Investment Managers S.A. | 0.04% | — | 153,098 | $13.2M |
| Tetragon Partners GP Ltd | 3.12% | No change | 150,000 | $12.9M |
| Impax Asset Management Group plc | 0.07% | Add +19.8% | 136,086 | $11.7M |
| Sei Investments Co. | 0.01% | Reduce -10.3% | 134,502 | $11.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.7% | 121,693 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -32.3% | 119,293 | $10.3M |
| Comerica Bank | 0.04% | Add +12.6% | 117,488 | $10.1M |
| Squarepoint Ops LLC | 0.02% | Add +11.5% | 115,529 | $9.9M |
| State of Wisconsin Investment Board | 0.02% | Add +0.1% | 104,021 | $9.0M |
| Mutual of America Capital Management LLC | 0.09% | Add +4.0% | 96,802 | $8.3M |
| Swiss National Bank | 0.00% | Add +1.4% | 95,521 | $8.2M |
| Barclays PLC | 0.00% | Reduce -24.7% | 92,235 | $7.9M |
| Summit Creek Advisors LLC | 1.11% | Reduce -7.2% | 88,241 | $7.6M |
| Praesidium Investment Management Company, LLC | 1.48% | New | 87,921 | $7.6M |
| California Public Employees Retirement System | 0.00% | Add +0.2% | 82,329 | $7.1M |
| Nicholas Company, Inc. | 0.12% | No change | 80,881 | $7.0M |
| Flputnam Investment Management Co. | 0.10% | New | 80,491 | $6.9M |
| Citigroup Inc. | 0.00% | Reduce -20.4% | 79,993 | $6.9M |
| King Luther Capital Management Corp. | 0.03% | No change | 79,835 | $6.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.6% | 79,093 | $6.8M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 77,632 | $6.7M |
| Private Wealth Asset Management, LLC | 0.76% | Add +1731.7% | 75,100 | $6.5M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Reduce -24.2% | 71,132 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -74.1% | 67,482 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -6.0% | 67,721 | $5.8M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -3.9% | 64,794 | $5.6M |
| Panagora Asset Management Inc. | 0.02% | New | 64,369 | $5.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 58,310 | $5.0M |
| Kopp Family Office, LLC | 3.23% | Reduce -42.9% | 57,566 | $5.0M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 56,006 | $4.8M |
| Alamar Capital Management, LLC | 2.47% | Reduce -0.5% | 54,207 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -30.1% | 53,122 | $4.6M |
| Abacus Planning Group, Inc. | 0.63% | No change | 52,954 | $4.6M |
| Madison Asset Management, LLC | 0.05% | Reduce -17.2% | 52,797 | $4.5M |
| EFG Asset Management (North America) Corp. | 0.58% | Add +47.9% | 52,063 | $4.5M |
| Lazard Asset Management LLC | 0.01% | New | 51,152 | $4.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.57% | New | 50,000 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 49,065 | $4.2M |
| Orser Capital Management, LLC | 2.18% | Reduce -1.8% | 48,087 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +3.2% | 46,688 | $4.0M |
| Ingalls & Snyder LLC | 0.12% | Add +1.2% | 43,983 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 42,884 | $3.7M |
| Aquatic Capital Management LLC | 0.07% | Reduce -15.9% | 42,037 | $3.6M |
| Agf Management Ltd. | 0.02% | New | 41,205 | $3.5M |
| Invesco Ltd. | 0.00% | Add +4.4% | 40,688 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.26% | Add +146.6% | 39,514 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +6.1% | 39,230 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -75.2% | 39,020 | $3.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.1% | 36,080 | $3.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 32,247 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.0% | 31,973 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Add +10.7% | 30,528 | $2.6M |
| Siren, L.L.C. | 0.10% | Add +7.1% | 30,000 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.3% | 29,279 | $2.5M |
| CI Investments Inc. | 0.01% | Add +7.2% | 28,314 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -0.3% | 27,841 | $2.4M |
| Rosenblum Silverman Sutton S F Inc. | 0.54% | Add +12.0% | 27,696 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.8% | 27,685 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -1.8% | 26,991 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -59.6% | 26,859 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -33.5% | 26,589 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -45.3% | 26,355 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.2% | 25,668 | $2.2M |
| Sterling Capital Management LLC | 0.03% | Add +89.6% | 24,759 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -40.2% | 24,720 | $2.1M |
| Millennium Management | 0.00% | Reduce -91.5% | 24,358 | $2.1M |
| Capstone Investment Advisors, LLC | 0.02% | Add +243.9% | 24,294 | $2.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -48.3% | 24,200 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +175.9% | 23,165 | $2.0M |
| Creative Planning | 0.00% | Add +283.2% | 22,616 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Add +61.9% | 21,695 | $1.9M |
| Edgestream Partners, L.P. | 0.05% | Reduce -70.7% | 21,467 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +8.2% | 21,367 | $1.8M |
| Advantage Alpha Capital Partners LP | 0.55% | Reduce -73.1% | 21,079 | $1.8M |
| Holocene Advisors, LP | 0.00% | Reduce -63.3% | 20,533 | $1.8M |
| LPL Financial LLC | 0.00% | Add +13.1% | 20,290 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 20,028 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +38.7% | 19,477 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Reduce -78.2% | 18,733 | $1.6M |
| Trexquant Investment LP | 0.02% | Reduce -66.6% | 18,328 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -50.3% | 18,145 | $1.6M |
| Mariner, LLC | 0.00% | Add +31.7% | 18,024 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 18,017 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -19.0% | 17,801 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 17,024 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -92.1% | 16,819 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 16,640 | $1.4M |
| Weiss Asset Management LP | 0.02% | New | 15,531 | $1.3M |
| Vancity Investment Management Ltd | 0.18% | Add +0.3% | 15,450 | $1.3M |
| Cwm, LLC | 0.00% | Add +66.0% | 15,348 | $1.3M |
| Ceera Investments, LLC | 0.41% | No change | 15,301 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.6% | 15,225 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 14,586 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.2% | 14,518 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.8% | 14,037 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +20.7% | 13,922 | $1.2M |
| Woodline Partners LP | 0.01% | Reduce -96.7% | 13,761 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -91.9% | 12,688 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +229.4% | 12,480 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.0% | 11,117 | $957K |
| US Bancorp \de | 0.00% | Reduce -42.3% | 10,886 | $937K |
| Talbot Financial, LLC | 0.08% | No change | 10,500 | $904K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,300 | $887K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 10,200 | $878K |
| Teacher Retirement System of Texas | 0.00% | Add +7.7% | 9,913 | $853K |
| Pathstone Holdings, LLC | 0.00% | Add +3.4% | 9,540 | $821K |
| Voya Investment Management LLC | 0.00% | Reduce -33.4% | 9,191 | $791K |
| ProShare Advisors LLC | 0.00% | Reduce -18.1% | 8,819 | $759K |
| Boothbay Fund Management, LLC | 0.02% | New | 8,678 | $747K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $733K |
| Topline Capital Management, LLC | 0.13% | Reduce -85.4% | 8,471 | $729K |
| Canada Pension Plan Investment Board | 0.00% | Add +52.7% | 8,400 | $723K |
| Mercer Global Advisors Inc. | 0.00% | Add +55.1% | 8,356 | $719K |
| Brookstone Capital Management | 0.01% | New | 8,329 | $717K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.9% | 7,941 | $684K |
| Unique Wealth Strategies, LLC | 0.26% | New | 7,783 | $670K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | No change | 7,560 | $650K |
| Trust Point Inc. | 0.05% | Add +8.8% | 7,475 | $643K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.2% | 6,820 | $587K |
| Legacy Bridge, LLC | 0.24% | No change | 6,664 | $574K |
| CenterBook Partners LP | 0.03% | New | 6,310 | $543K |
| Cerity Partners LLC | 0.00% | Add +90.9% | 6,295 | $542K |
| Prudential Financial Inc. | 0.00% | Add +0.2% | 6,274 | $540K |
| Empowered Funds, LLC | 0.01% | Reduce -13.8% | 6,263 | $539K |
| Bank of Nova Scotia | 0.00% | New | 6,085 | $524K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.3% | 5,715 | $492K |
| George Kaiser Family Foundation | 0.07% | New | 5,686 | $489K |
| Arax Advisory Partners | 0.01% | Add +16896.9% | 5,439 | $468K |
| Benjamin Edwards Inc. | 0.01% | Add +70.5% | 5,398 | $465K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,361 | $461K |
| Diversified Trust Co. | 0.01% | New | 5,344 | $460K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.8% | 5,214 | $449K |
| Bridgefront Capital, LLC | 0.13% | Reduce -0.6% | 5,210 | $448K |
| World Investment Advisors | 0.01% | No change | 5,117 | $440K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 3,940 | $431K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $431K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.7% | 4,916 | $423K |
| Captrust Financial Advisors | 0.00% | Add +40.4% | 4,776 | $411K |
| Atria Investments, Inc | 0.00% | Add +2.9% | 4,763 | $410K |
| Quantinno Capital Management LP | 0.00% | Add +19.1% | 4,743 | $408K |
| MML Investors Services, LLC | 0.00% | Reduce -16.6% | 4,716 | $406K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.0% | 4,579 | $394K |
| Sage Rhino Capital LLC | 0.08% | Add +0.4% | 4,522 | $389K |
| Glenmede Investment Management, LP | 0.00% | Reduce -4.3% | 4,477 | $385K |
| DC Investments Management, LLC | 0.16% | No change | 4,456 | $384K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,482 | $384K |
| Bank of Montreal | 0.00% | Add +33.7% | 4,389 | $378K |
| Freestone Grove Partners LP | 0.00% | Reduce -31.0% | 4,213 | $363K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.5% | 4,201 | $362K |
| Mirabella Financial Services LLP | 0.03% | Add +17.9% | 4,067 | $350K |
| Henshaw Capital LLC | 0.01% | Reduce -26.7% | 4,050 | $349K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,952 | $340K |
| Summit Global Investments | 0.02% | Reduce -46.2% | 3,951 | $340K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.4% | 3,952 | $340K |
| Xponance LLC | 0.00% | Add +1.3% | 3,947 | $340K |
| Principal Financial Group Inc. | 0.00% | Add +8.0% | 3,850 | $331K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 3,777 | $325K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -3.6% | 3,758 | $320K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -1.0% | 3,619 | $312K |
| Inlight Wealth Management, LLC | 0.15% | No change | 3,607 | $310K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,540 | $305K |
| RIA Advisory Group LLC | 0.08% | Reduce -0.1% | 3,538 | $305K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 3,319 | $286K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,282 | $283K |
| Wealth Alliance, LLC | 0.03% | Add +4.7% | 3,268 | $281K |
| Kings Path Partners LLC | 0.10% | New | 3,220 | $277K |
| Qsemble Capital Management, LP | 0.03% | New | 3,114 | $268K |
| Fox Run Management, L.L.C. | 0.04% | New | 3,075 | $265K |
| Foster Group, Inc. | 0.01% | Add +1.3% | 3,069 | $264K |
| Larson Financial Group LLC | 0.01% | Add +595.1% | 2,864 | $247K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.2% | 2,822 | $243K |
| Walleye Trading LLC | 0.00% | New | 2,735 | $235K |
| United Bank | 0.03% | New | 2,639 | $227K |
| ExodusPoint Capital Management, LP | 0.00% | New | 2,610 | $225K |
| STRS Ohio | 0.00% | Add +13.0% | 2,600 | $224K |
| Engineers Gate Manager LP | 0.00% | Reduce -97.5% | 2,548 | $219K |
| Hardy Reed LLC | 0.02% | Reduce -25.8% | 2,543 | $219K |
| Bridgewater Associates | 0.00% | New | 2,434 | $210K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.2% | 2,399 | $207K |
| Aigen Investment Management, LP | 0.03% | New | 2,341 | $202K |
| State of Alaska, Department of Revenue | 0.00% | New | 2,196 | $189K |
| St Germain D J Co. Inc. | 0.01% | New | 2,055 | $177K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 2,034 | $175K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 2,000 | $172K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.4% | 1,878 | $162K |
| Paladin Advisory Group, LLC | 0.12% | No change | 1,857 | $160K |
| Point72 Europe (London) LLP | 0.01% | New | 1,855 | $160K |
| Amalgamated Bank | 0.00% | Reduce -7.0% | 1,629 | $140K |
| State of Wyoming | 0.02% | Add +15.4% | 1,553 | $134K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 1,518 | $131K |
| KBC Group NV | 0.00% | No change | 1,425 | $123K |
| Smartleaf Asset Management LLC | 0.01% | Add +52.6% | 1,276 | $109K |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 1,152 | $99K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -4.7% | 1,020 | $88K |
| FNY Investment Advisers, LLC | 0.03% | New | 1,000 | $86K |
| Hilltop National Bank | 0.02% | No change | 969 | $83K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -15.3% | 866 | $75K |
| Essex Investment Management Co. LLC | 0.01% | New | 728 | $63K |
| Global Wealth Strategies & Associates | 0.02% | No change | 703 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +36.0% | 653 | $55K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.1% | 624 | $54K |
| Park Place Capital Corp | 0.01% | Reduce -22.5% | 617 | $53K |
| AlphaQuest LLC | 0.00% | Reduce -90.6% | 582 | $50K |
| Shell Asset Management Co. | 0.00% | Reduce -64.4% | 547 | $47K |
| Signaturefd, LLC | 0.00% | Add +19.1% | 529 | $46K |
| Harbour Investments, Inc. | 0.00% | No change | 509 | $44K |
| Rockefeller Capital Management L.P. | 0.00% | New | 504 | $43K |
| Abound Wealth Management | 0.01% | No change | 500 | $43K |
| Allworth Financial LP | 0.00% | Add +82.3% | 412 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.6% | 403 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +217.9% | 391 | $34K |
| Essential Partners LLC | 0.01% | Add +37.5% | 389 | $33K |
| Bessemer Group Inc. | 0.00% | Reduce -35.6% | 365 | $31K |
| Covestor Ltd | 0.01% | No change | 310 | $27K |
| GAMMA Investing LLC | 0.00% | Add +287.8% | 287 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $22K |
| First Horizon Corp. | 0.00% | — | 240 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 212 | $18K |
| Danske Bank A/S | 0.00% | Reduce -82.0% | 200 | $17K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 193 | $17K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +12.1% | 130 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +235.7% | 141 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 117 | $10K |
| Optiver Holding B.V. | 0.00% | Reduce -17.3% | 115 | $10K |
| IFP Advisors, Inc | 0.00% | Add +188.9% | 104 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $8K |
| Rothschild Investment LLC | 0.00% | Add +53.3% | 92 | $8K |
| Quarry LP | 0.00% | New | 82 | $7K |
| Group One Trading LLC | 0.00% | New | 69 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 68 | $6K |
| Clearstead Advisors, LLC | 0.00% | Add +1150.0% | 50 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 47 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 46 | $4K |
| Mather Group, Llc. | 0.00% | New | 46 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 45 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 44 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.9% | 38 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 37 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +76.2% | 37 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 33 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 32 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 29 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -39.5% | 26 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -39.5% | 26 | $2K |
| Hemington Wealth Management | 0.00% | Add +33.3% | 28 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +43.8% | 23 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 20 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +266.7% | 11 | $947 |
| Wealthspire Advisors, LLC | 0.00% | New | 7 | $603 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +100.0% | 6 | $494 |
| Quadrant Capital Group LLC | 0.00% | New | 5 | $431 |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $430 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $173 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $172 |
| Assetmark, Inc. | 0.00% | No change | 2 | $172 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $172 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $87 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $87 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $86 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $86 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.