WorkivaWK
13F holders, Q4 2025 (December 31)348holders +35
59new positions
31sold out
8famous investors
$86.24avg. 13F price*
At the end of Q4 2025, 348 institutions reported holding Workiva Inc. (WK) in their 13F filings, up 35 from Q3 2025. 59 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($539.8M), BlackRock, Inc. ($383.3M) and Eminence Capital, LP ($319.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $82.4M |
| Exits | 31 | $178.0M |
All 13F filers, Q3 2025 → Q4 2025: 7,160,391 shares bought and 6,813,215 shares sold, net +347,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 6,259,001 | $539.8M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 4,444,264 | $383.3M |
| Eminence Capital, LP | 5.05% | Reduce -0.5% | 3,706,152 | $319.7M |
| UBS Group AG | 0.04% | Add +183.3% | 2,204,792 | $190.2M |
| FMR LLC | 0.01% | Add +13.5% | 1,389,485 | $119.8M |
| Nordea Investment Management AB | 0.10% | Reduce -5.7% | 1,290,923 | $110.8M |
| Morgan Stanley | 0.01% | Add +21.1% | 1,265,693 | $109.2M |
| State Street Corp. | 0.00% | Reduce -5.4% | 1,239,519 | $106.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.4% | 1,192,149 | $102.8M |
| Hotchkis & Wiley Capital Management LLC | 0.30% | Add +14.1% | 1,170,160 | $100.9M |
| Riverbridge Partners LLC | 1.86% | Reduce -10.7% | 1,153,427 | $99.5M |
| Conestoga Capital Advisors, LLC | 1.57% | Add +8.7% | 1,083,243 | $93.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -29.7% | 1,047,893 | $90.4M |
| Edmond DE Rothschild Holding S.A. | 1.15% | Reduce -25.4% | 941,355 | $81.2M |
| Fuller & Thaler Asset Management, Inc. | 0.26% | Add +11.4% | 893,859 | $77.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -47.2% | 842,025 | $72.6M |
| First Trust Advisors LP | 0.05% | Reduce -8.8% | 741,293 | $63.9M |
| Assenagon Asset Management S.A. | 0.10% | Add +14955.0% | 740,102 | $63.8M |
| Nomura Asset Management International Inc. | 0.10% | — | 736,799 | $63.5M |
| Mairs & Power Inc. | 0.60% | Reduce -3.8% | 727,994 | $62.8M |
| Norges Bank | 0.01% | — | 618,845 | $53.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +12.4% | 588,807 | $50.8M |
| Barclays PLC | 0.02% | Add +531.6% | 582,586 | $50.2M |
| Irenic Capital Management LP | 6.58% | Add +11.1% | 552,010 | $47.6M |
| AQR Capital Management | 0.02% | Add +179.2% | 522,304 | $45.0M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 504,010 | $43.5M |
| TimesSquare Capital Management, LLC | 0.65% | Reduce -2.2% | 502,403 | $43.3M |
| Nuveen, LLC | 0.01% | Reduce -8.6% | 499,985 | $43.1M |
| Pembroke Management, LTD | 4.23% | Add +12.8% | 474,356 | $40.9M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -7.6% | 453,451 | $39.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 431,557 | $37.2M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 401,880 | $34.7M |
| Citadel Advisors | 0.02% | Add +1403.4% | 396,229 | $34.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.5% | 321,771 | $27.8M |
| Ranger Investment Management, L.P. | 1.82% | Reduce -1.7% | 306,856 | $26.5M |
| Jefferies Financial Group Inc. | 0.22% | Reduce -13.3% | 300,719 | $25.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.1% | 299,904 | $25.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 297,308 | $25.6M |
| Topline Capital Management, LLC | 2.25% | Add +3302.8% | 288,250 | $24.9M |
| Renaissance Technologies | 0.04% | Reduce -32.0% | 279,040 | $24.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 232,793 | $20.1M |
| Janus Henderson Group PLC | 0.01% | Add +953.8% | 225,175 | $19.4M |
| Jain Global LLC | 0.20% | Add +14.4% | 221,786 | $19.1M |
| Aberdeen Group plc | 0.03% | Reduce -5.8% | 218,382 | $18.8M |
| Point72 Asset Management | 0.03% | Reduce -72.7% | 216,310 | $18.7M |
| Brown Capital Management LLC | 1.48% | Reduce -54.8% | 208,494 | $18.0M |
| Jane Street Group, LLC | 0.02% | New | 194,531 | $16.8M |
| Private Wealth Asset Management, LLC | 1.64% | Add +133.2% | 175,100 | $15.1M |
| Lakehouse Capital Pty Ltd | 9.45% | New | 151,993 | $13.1M |
| Comerica Bank | 0.05% | Add +28.8% | 151,317 | $13.1M |
| ExodusPoint Capital Management, LP | 0.14% | Add +5666.6% | 150,509 | $13.0M |
| Tetragon Partners GP Ltd | 2.73% | No change | 150,000 | $12.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -8.3% | 149,785 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 146,920 | $12.7M |
| Praesidium Investment Management Company, LLC | 2.24% | Add +59.7% | 140,427 | $12.1M |
| Impax Asset Management Group plc | 0.07% | No change | 136,086 | $11.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +1513.1% | 135,500 | $11.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -15.1% | 132,412 | $11.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +21074.2% | 132,127 | $11.4M |
| Oberweis Asset Management Inc./ | 0.40% | New | 127,500 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 125,689 | $10.8M |
| Trexquant Investment LP | 0.09% | Add +539.1% | 117,139 | $10.1M |
| Sei Investments Co. | 0.01% | Reduce -14.8% | 114,663 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.9% | 112,904 | $9.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -8.8% | 108,736 | $9.4M |
| State of Wisconsin Investment Board | 0.02% | Add +3.3% | 107,407 | $9.3M |
| Summit Creek Advisors LLC | 1.43% | Add +19.6% | 105,500 | $9.1M |
| Swiss National Bank | 0.01% | Add +2.3% | 97,721 | $8.4M |
| Prudential Financial Inc. | 0.01% | Add +1453.5% | 97,470 | $8.4M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -0.7% | 96,168 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +30.0% | 87,731 | $7.6M |
| Panagora Asset Management Inc. | 0.03% | Add +33.1% | 85,664 | $7.4M |
| California Public Employees Retirement System | 0.00% | Add +1.8% | 83,805 | $7.2M |
| Engineers Gate Manager LP | 0.09% | Add +3174.4% | 83,433 | $7.2M |
| Flputnam Investment Management Co. | 0.10% | Add +1.1% | 81,391 | $7.0M |
| Nicholas Company, Inc. | 0.12% | Add +0.0% | 80,916 | $7.0M |
| King Luther Capital Management Corp. | 0.03% | Add +0.3% | 80,083 | $6.9M |
| Siren, L.L.C. | 0.20% | Add +163.7% | 79,123 | $6.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.9% | 78,416 | $6.8M |
| Millennium Management | 0.00% | Add +215.1% | 76,752 | $6.6M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | No change | 71,132 | $6.1M |
| Ieq Capital, LLC | 0.02% | Add +194.5% | 68,225 | $5.9M |
| Rhumbline Advisers | 0.00% | Reduce -15.3% | 65,755 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -6.3% | 60,682 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +55.2% | 60,551 | $5.2M |
| Madison Avenue Partners, LP | 0.22% | New | 59,946 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 58,059 | $5.0M |
| Kopp Family Office, LLC | 3.08% | Reduce -3.0% | 55,866 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +2.1% | 54,260 | $4.7M |
| SG Americas Securities, LLC | 0.01% | New | 53,889 | $4.6M |
| Harbor Capital Advisors, Inc. | 0.36% | Add +36.0% | 53,760 | $4.6M |
| Madison Asset Management, LLC | 0.05% | Add +0.7% | 53,138 | $4.6M |
| Abacus Planning Group, Inc. | 0.61% | No change | 52,954 | $4.6M |
| 13D Management LLC | 5.34% | New | 52,000 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -55.0% | 51,992 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -24.6% | 51,036 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.8% | 51,088 | $4.4M |
| EFG International AG | 0.08% | — | 50,770 | $4.4M |
| Bridgewater Associates | 0.02% | Add +1964.7% | 50,254 | $4.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.56% | No change | 50,000 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +1.2% | 47,234 | $4.1M |
| Orser Capital Management, LLC | 2.30% | Reduce -1.9% | 47,187 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.7% | 46,284 | $4.0M |
| Aequim Alternative Investments LP | 1.96% | New | 44,815 | $3.9M |
| Ingalls & Snyder LLC | 0.14% | Add +1.0% | 44,405 | $3.8M |
| Invesco Ltd. | 0.00% | Add +2.7% | 41,770 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 40,636 | $3.5M |
| Essex Investment Management Co. LLC | 0.52% | Add +5328.6% | 39,520 | $3.4M |
| Alamar Capital Management, LLC | 1.77% | Reduce -31.3% | 37,220 | $3.2M |
| CI Investments Inc. | 0.01% | Add +29.0% | 36,514 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.0% | 36,096 | $3.1M |
| Aquatic Capital Management LLC | 0.09% | Reduce -14.7% | 35,856 | $3.1M |
| Mariner, LLC | 0.00% | Add +96.0% | 35,322 | $3.0M |
| Cwm, LLC | 0.01% | Add +113.5% | 32,771 | $2.8M |
| Creative Planning | 0.00% | Add +43.5% | 32,443 | $2.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 32,247 | $2.8M |
| Federated Hermes, Inc. | 0.00% | New | 31,724 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -62.6% | 29,890 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Reduce -3.4% | 29,492 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.0% | 27,805 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -0.5% | 27,697 | $2.4M |
| Rosenblum Silverman Sutton S F Inc. | 0.54% | Reduce -1.7% | 27,236 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -0.3% | 26,916 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | No change | 26,589 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +306.0% | 25,558 | $2.2M |
| Verition Fund Management LLC | 0.01% | Reduce -6.5% | 25,100 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.9% | 24,655 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.0% | 24,395 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.1% | 23,780 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Add +82.9% | 23,201 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +46.4% | 21,255 | $1.8M |
| LPL Financial LLC | 0.00% | Add +0.9% | 20,475 | $1.8M |
| Neo Ivy Capital Management | 0.28% | New | 20,328 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | No change | 19,477 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 19,044 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -6.3% | 18,776 | $1.6M |
| Intech Investment Management LLC | 0.01% | No change | 17,801 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.1% | 16,993 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 16,819 | $1.5M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 16,640 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +8.2% | 16,472 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 16,418 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.5% | 16,300 | $1.4M |
| Algert Global LLC | 0.02% | Reduce -92.9% | 16,230 | $1.4M |
| Mirabella Financial Services LLP | 0.14% | Add +299.0% | 16,228 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Reduce -26.7% | 15,895 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 15,699 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +86.5% | 15,584 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +84.0% | 15,329 | $1.3M |
| Nexpoint Asset Management, L.P. | 0.09% | New | 15,320 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | New | 15,154 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +20.2% | 14,997 | $1.3M |
| Lavelle Capital LP | 0.81% | — | 14,805 | $1.3M |
| HSBC Holdings PLC | 0.00% | New | 13,880 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -5.4% | 13,802 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.5% | 13,715 | $1.2M |
| HRT Financial LP | 0.00% | New | 13,623 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $1.2M |
| Occudo Quantitative Strategies LP | 0.08% | New | 13,534 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +180.9% | 12,588 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 12,426 | $1.1M |
| Vancity Investment Management Ltd | 0.15% | Reduce -19.7% | 12,408 | $1.1M |
| CenterBook Partners LP | 0.05% | Add +89.4% | 11,953 | $1.0M |
| Bridgefront Capital, LLC | 0.25% | Add +118.5% | 11,382 | $982K |
| Woodline Partners LP | 0.00% | Reduce -18.2% | 11,261 | $971K |
| TD Asset Management Inc | 0.00% | Reduce -56.4% | 10,784 | $930K |
| KLP Kapitalforvaltning As | 0.00% | Add +2.9% | 10,600 | $914K |
| Talbot Financial, LLC | 0.07% | No change | 10,500 | $906K |
| Readystate Asset Management LP | 0.07% | Reduce -97.3% | 10,000 | $863K |
| Captrust Financial Advisors | 0.00% | Add +106.7% | 9,872 | $851K |
| ProShare Advisors LLC | 0.00% | Add +7.0% | 9,433 | $814K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.2% | 9,329 | $805K |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 9,085 | $784K |
| Quantinno Capital Management LP | 0.00% | Add +85.0% | 8,773 | $757K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $735K |
| Focus Partners Wealth | 0.00% | New | 8,458 | $730K |
| Teacher Retirement System of Texas | 0.00% | Reduce -19.1% | 8,022 | $692K |
| George Kaiser Family Foundation | 0.09% | Add +39.2% | 7,917 | $683K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | No change | 7,560 | $652K |
| Trust Point Inc. | 0.05% | Add +1.1% | 7,555 | $652K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -61.8% | 6,927 | $597K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.2% | 6,891 | $594K |
| Empowered Funds, LLC | 0.01% | Add +8.2% | 6,775 | $584K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 6,735 | $581K |
| Legacy Bridge, LLC | 0.23% | No change | 6,664 | $575K |
| Acadian Asset Management LLC | 0.00% | Reduce -64.3% | 6,688 | $573K |
| Inceptionr LLC | 0.16% | New | 6,481 | $559K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -38.2% | 6,300 | $543K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -27.9% | 6,257 | $540K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -13.5% | 5,899 | $509K |
| PharVision Advisers, LLC | 0.26% | New | 5,892 | $508K |
| US Bancorp \de | 0.00% | Reduce -46.6% | 5,812 | $501K |
| Victory Capital Management Inc. | 0.00% | Add +0.5% | 5,741 | $495K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.9% | 5,348 | $461K |
| Diversified Trust Co. | 0.01% | No change | 5,344 | $461K |
| Vident Advisory, LLC | 0.00% | New | 5,278 | $455K |
| World Investment Advisors | 0.01% | Add +0.1% | 5,124 | $442K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 5,073 | $438K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $432K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 3,940 | $431K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.2% | 4,955 | $427K |
| Tradition Wealth Management, LLC | 0.03% | Add +1.2% | 4,632 | $400K |
| Graham Capital Management, L.P. | 0.02% | New | 4,541 | $392K |
| Sage Rhino Capital LLC | 0.07% | Add +0.1% | 4,527 | $390K |
| Amundi | 0.00% | New | 4,527 | $390K |
| Glenmede Trust Co. NA | 0.00% | — | 4,504 | $388K |
| Atria Investments, Inc | 0.00% | Reduce -7.2% | 4,420 | $381K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +10.5% | 4,368 | $377K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 4,288 | $370K |
| Everest Financial Group LLC | 0.08% | — | 4,182 | $361K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 4,082 | $352K |
| Xponance LLC | 0.00% | Add +0.6% | 3,970 | $342K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,934 | $339K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -64.8% | 3,917 | $338K |
| MML Investors Services, LLC | 0.00% | Reduce -17.5% | 3,889 | $335K |
| Aigen Investment Management, LP | 0.08% | Add +65.3% | 3,869 | $334K |
| Truist Financial Corp. | 0.00% | New | 3,837 | $331K |
| Magnetar Financial LLC | 0.00% | New | 3,791 | $327K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.5% | 3,774 | $326K |
| Bank of Montreal | 0.00% | Reduce -15.5% | 3,707 | $320K |
| Lazard Asset Management LLC | 0.00% | Reduce -92.8% | 3,697 | $319K |
| Inlight Wealth Management, LLC | 0.11% | No change | 3,607 | $311K |
| Two Sigma Advisers, LP | 0.00% | New | 3,600 | $311K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -4.8% | 3,578 | $310K |
| Callan Family Office, LLC | 0.01% | New | 3,516 | $303K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,509 | $303K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.1% | 3,589 | $298K |
| RIA Advisory Group LLC | 0.07% | Reduce -2.8% | 3,440 | $297K |
| Wealth Alliance, LLC | 0.03% | Add +3.1% | 3,368 | $290K |
| EntryPoint Capital, LLC | 0.11% | New | 3,364 | $290K |
| Cibc World Markets Corp. | 0.00% | — | 3,327 | $287K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,272 | $282K |
| Larson Financial Group LLC | 0.01% | Add +13.8% | 3,259 | $281K |
| Kings Path Partners LLC | 0.10% | No change | 3,220 | $278K |
| Merit Financial Group, LLC | 0.00% | New | 3,151 | $272K |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.0% | 3,151 | $271K |
| Fox Run Management, L.L.C. | 0.04% | Add +2.0% | 3,137 | $271K |
| Two Sigma Securities, LLC | 0.04% | New | 3,097 | $267K |
| Foster Group, Inc. | 0.01% | No change | 3,069 | $265K |
| Principal Financial Group Inc. | 0.00% | Reduce -22.8% | 2,971 | $256K |
| Gotham Asset Management | 0.00% | New | 2,912 | $251K |
| STRS Ohio | 0.00% | Add +11.5% | 2,900 | $250K |
| Bayforest Capital Ltd | 0.18% | New | 2,849 | $246K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 2,826 | $244K |
| United Bank | 0.03% | No change | 2,639 | $228K |
| XTX Topco Ltd | 0.01% | New | 2,632 | $227K |
| AlphaQuest LLC | 0.01% | Add +347.3% | 2,603 | $225K |
| Hardy Reed LLC | 0.02% | No change | 2,543 | $219K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -89.9% | 2,454 | $212K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,432 | $210K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 2,372 | $205K |
| State of Alaska, Department of Revenue | 0.00% | Add +2.9% | 2,259 | $194K |
| State of Wyoming | 0.02% | Add +32.2% | 2,053 | $177K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -16.4% | 2,006 | $166K |
| Quadrant Capital Group LLC | 0.00% | Add +37120.0% | 1,861 | $161K |
| Paladin Advisory Group, LLC | 0.12% | No change | 1,857 | $160K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,818 | $157K |
| Smartleaf Asset Management LLC | 0.01% | Add +40.8% | 1,797 | $155K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.0% | 1,689 | $146K |
| Amalgamated Bank | 0.00% | Reduce -3.0% | 1,580 | $136K |
| KBC Group NV | 0.00% | No change | 1,425 | $123K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 1,116 | $96K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,078 | $93K |
| Allworth Financial LP | 0.00% | Add +138.1% | 981 | $85K |
| Hilltop National Bank | 0.02% | No change | 969 | $84K |
| Essential Partners LLC | 0.03% | Add +145.0% | 953 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +139.4% | 936 | $81K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.4% | 932 | $80K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 927 | $80K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.4% | 854 | $74K |
| Rockefeller Capital Management L.P. | 0.00% | Add +60.7% | 810 | $70K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -48.5% | 781 | $67K |
| Global Wealth Strategies & Associates | 0.02% | No change | 703 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.0% | 669 | $58K |
| GAMMA Investing LLC | 0.00% | Add +121.6% | 636 | $55K |
| Park Place Capital Corp | 0.01% | No change | 617 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +1703.0% | 595 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 559 | $48K |
| Signaturefd, LLC | 0.00% | Reduce -3.0% | 513 | $44K |
| First Horizon Corp. | 0.00% | Add +112.1% | 509 | $44K |
| Harbour Investments, Inc. | 0.00% | No change | 509 | $44K |
| Abound Wealth Management | 0.01% | No change | 500 | $43K |
| Quantbot Technologies LP | 0.00% | New | 453 | $39K |
| IFP Advisors, Inc | 0.00% | Add +297.1% | 413 | $36K |
| Quarry LP | 0.01% | Add +396.3% | 407 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 365 | $31K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.7% | 329 | $28K |
| OP Asset Management Ltd | 0.00% | New | 311 | $27K |
| Leonteq Securities AG | 0.00% | New | 310 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $22K |
| Versant Capital Management, Inc | 0.00% | Add +61.5% | 210 | $18K |
| Danske Bank A/S | 0.00% | No change | 200 | $17K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -81.4% | 190 | $16K |
| Covestor Ltd | 0.01% | Reduce -39.7% | 187 | $16K |
| Eastern Bank | 0.00% | New | 170 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 169 | $15K |
| Rothschild Investment LLC | 0.00% | Add +81.5% | 167 | $14K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 160 | $14K |
| Huntington National Bank | 0.00% | Reduce -36.3% | 123 | $11K |
| True Wealth Design, LLC | 0.00% | Add +369.2% | 122 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -2.6% | 112 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 92 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -98.3% | 90 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +131.6% | 88 | $8K |
| Meramec Financial Planners, LLC | 0.00% | — | 107 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 85 | $7K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 82 | $7K |
| Elequin Capital, LP | 0.00% | New | 80 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 68 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 67 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 61 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +17.8% | 53 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +2.1% | 48 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 44 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -70.2% | 42 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.1% | 34 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +1500.0% | 32 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 31 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.1% | 31 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +26.1% | 29 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 29 | $3K |
| Simplex Trading, LLC | 0.00% | New | 26 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +100.0% | 22 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 21 | $2K |
| MAI Capital Management | 0.00% | New | 20 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.0% | 19 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 18 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $1K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 10 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +120.0% | 11 | $949 |
| Torren Management, LLC | 0.00% | — | 9 | $776 |
| Advocate Investing Services LLC | 0.00% | — | 7 | $604 |
| TD Private Client Wealth LLC | 0.00% | New | 7 | $604 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $518 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $173 |
| Assetmark, Inc. | 0.00% | No change | 2 | $173 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $173 |
| DV Trading LLC | 0.00% | — | 2 | $172 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $91 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $87 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $86 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $86 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.