WorkivaWK
13F holders, Q1 2026 (March 31)315holders −33
42new positions
72sold out
6famous investors
$59.75avg. 13F price*
At the end of Q1 2026, 315 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 33 from Q4 2025. 42 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($276.5M), Vanguard Portfolio Management LLC ($235.9M) and Eminence Capital, LP ($150.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Workiva Inc.
- CUSIP
- 98139A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $264.1M |
| Exits | 72 | $380.3M |
All 13F filers, Q4 2025 → Q1 2026: 10,775,979 shares bought and 11,638,346 shares sold, net −862,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.00% | Add +4.3% | 4,637,070 | $276.5M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,955,667 | $235.9M |
| Eminence Capital, LP | 3.45% | Reduce -32.0% | 2,519,889 | $150.3M |
| Jericho Capital Asset Management L.P. | 2.17% | New | 2,465,745 | $147.0M |
| Vanguard Capital Management LLC | 0.00% | — | 2,256,903 | $134.6M |
| FMR LLC | 0.01% | Add +28.5% | 1,785,723 | $106.5M |
| Hotchkis & Wiley Capital Management LLC | 0.31% | Add +43.5% | 1,679,788 | $100.2M |
| State Street Corp. | 0.00% | Add +2.9% | 1,275,923 | $76.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 1,227,309 | $73.2M |
| Edmond DE Rothschild Holding S.A. | 1.05% | Add +29.8% | 1,221,561 | $72.8M |
| UBS Group AG | 0.01% | Reduce -48.8% | 1,127,988 | $67.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +88.5% | 1,109,646 | $66.2M |
| Hawk Ridge Capital Management LP | 2.37% | New | 1,091,582 | $65.1M |
| Topline Capital Management, LLC | 10.35% | Add +264.3% | 1,050,090 | $62.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +3.2% | 922,167 | $55.0M |
| First Trust Advisors LP | 0.04% | Add +16.4% | 862,936 | $51.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +170.6% | 811,530 | $48.4M |
| Conestoga Capital Advisors, LLC | 0.90% | Reduce -30.3% | 754,553 | $45.0M |
| Mairs & Power Inc. | 0.44% | Reduce -1.7% | 715,640 | $42.7M |
| Citadel Advisors | 0.03% | Add +74.7% | 692,255 | $41.3M |
| Nomura Asset Management International Inc. | 0.07% | Reduce -10.9% | 656,603 | $39.2M |
| Riverbridge Partners LLC | 0.95% | Reduce -43.5% | 651,243 | $38.8M |
| Squarepoint Ops LLC | 0.08% | Add +1038.6% | 592,004 | $35.3M |
| Irenic Capital Management LP | 2.99% | No change | 552,010 | $32.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -48.6% | 539,042 | $32.1M |
| Loomis Sayles & Co. L P | 0.04% | Add +13.6% | 514,936 | $30.7M |
| Nuveen, LLC | 0.01% | Reduce -2.4% | 487,928 | $29.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 482,556 | $28.8M |
| TimesSquare Capital Management, LLC | 0.45% | Reduce -11.2% | 446,365 | $26.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.0% | 427,159 | $25.5M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 394,941 | $23.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +314.1% | 363,333 | $21.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 360,522 | $21.5M |
| Goldentree Asset Management LP | 1.27% | New | 358,248 | $21.3M |
| Ranger Investment Management, L.P. | 1.48% | Add +11.5% | 342,185 | $20.4M |
| AQR Capital Management | 0.01% | Reduce -35.6% | 336,293 | $20.1M |
| Jane Street Group, LLC | 0.02% | Add +58.0% | 307,289 | $18.3M |
| Morgan Stanley | 0.00% | Reduce -76.1% | 302,275 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 273,687 | $16.3M |
| Lakehouse Capital Pty Ltd | 10.81% | Add +21.1% | 184,108 | $16.0M |
| Tetragon Partners GP Ltd | 2.93% | Add +66.7% | 250,000 | $14.9M |
| Two Sigma Investments, LP | 0.01% | Add +927.7% | 238,441 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 227,426 | $13.6M |
| Pembroke Management, LTD | 1.94% | Reduce -52.6% | 224,900 | $13.4M |
| Royal Bank of Canada | 0.00% | Reduce -24.9% | 223,336 | $13.3M |
| Renaissance Technologies | 0.02% | Reduce -25.1% | 209,140 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Add +69.2% | 191,022 | $11.2M |
| Tudor Investment Corporation | 0.06% | Add +1345.2% | 179,581 | $10.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -23.1% | 173,155 | $10.3M |
| Trexquant Investment LP | 0.07% | Add +44.8% | 169,574 | $10.1M |
| Impax Asset Management Group plc | 0.07% | Add +19.1% | 162,086 | $9.7M |
| Private Wealth Asset Management, LLC | 1.01% | Reduce -9.8% | 158,000 | $9.4M |
| Praesidium Investment Management Company, LLC | 2.14% | Add +7.1% | 150,409 | $9.0M |
| Brown Capital Management LLC | 1.26% | Reduce -28.5% | 148,997 | $8.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.5% | 138,514 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +2.6% | 135,843 | $8.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3345.9% | 134,977 | $8.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -1.4% | 133,600 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 127,439 | $7.6M |
| Millennium Management | 0.01% | Add +66.0% | 127,380 | $7.6M |
| Federated Hermes, Inc. | 0.01% | Add +278.9% | 120,211 | $7.2M |
| Fifth Third Bancorp | 0.01% | Add +10410.3% | 117,295 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.5% | 114,759 | $6.8M |
| Cypress Point Investment Management LP | 1.44% | New | 102,698 | $6.1M |
| Swiss National Bank | 0.00% | Add +0.8% | 98,521 | $5.9M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -0.3% | 95,921 | $5.7M |
| Siren, L.L.C. | 0.15% | Add +16.9% | 92,500 | $5.5M |
| Summit Creek Advisors LLC | 1.12% | Reduce -13.6% | 91,169 | $5.4M |
| Man Group plc | 0.01% | New | 90,607 | $5.4M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -71.2% | 86,500 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 85,762 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Add +2.1% | 59,279 | $5.1M |
| King Luther Capital Management Corp. | 0.02% | Add +4.3% | 83,561 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -17.1% | 80,850 | $4.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 80,719 | $4.8M |
| Nicholas Company, Inc. | 0.09% | Reduce -0.5% | 80,529 | $4.8M |
| State of Wisconsin Investment Board | 0.01% | Reduce -25.7% | 79,806 | $4.8M |
| Harbor Capital Advisors, Inc. | 0.35% | Add +33.3% | 71,652 | $4.3M |
| Rhumbline Advisers | 0.00% | Add +1.6% | 66,816 | $4.0M |
| EFG International AG | 0.08% | Add +22.2% | 62,055 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +21.4% | 61,937 | $3.7M |
| Madison Asset Management, LLC | 0.05% | Add +16.2% | 61,752 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +30.3% | 61,566 | $3.7M |
| OP Asset Management Ltd | 0.04% | Add +19249.5% | 60,177 | $3.6M |
| Engineers Gate Manager LP | 0.04% | Reduce -28.3% | 59,845 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +8.8% | 59,053 | $3.5M |
| Kopp Family Office, LLC | 2.29% | No change | 55,866 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -63.3% | 53,890 | $3.2M |
| Abacus Planning Group, Inc. | 0.43% | No change | 52,954 | $3.2M |
| Sei Investments Co. | 0.00% | Reduce -54.5% | 52,123 | $3.1M |
| 13D Management LLC | 4.81% | No change | 52,000 | $3.1M |
| Occudo Quantitative Strategies LP | 0.17% | Add +323.7% | 57,340 | $3.1M |
| Citigroup Inc. | 0.00% | Add +67.5% | 50,061 | $3.0M |
| Invesco Ltd. | 0.00% | Add +16.2% | 48,540 | $2.9M |
| Barclays PLC | 0.00% | Reduce -91.8% | 47,862 | $2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 46,382 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -24.9% | 45,452 | $2.7M |
| Aequim Alternative Investments LP | 1.15% | No change | 44,815 | $2.7M |
| Jump Financial, LLC | 0.04% | New | 43,375 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 41,566 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 38,461 | $2.3M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +466.9% | 38,183 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +59.6% | 37,950 | $2.3M |
| Algert Global LLC | 0.03% | Add +132.9% | 37,800 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +441.0% | 37,478 | $2.2M |
| Tejara Capital Ltd | 0.73% | New | 37,300 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +320.9% | 36,925 | $2.2M |
| Essex Investment Management Co. LLC | 0.34% | Reduce -8.1% | 36,333 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.2% | 36,014 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Add +20.5% | 35,543 | $2.1M |
| Alamar Capital Management, LLC | 1.29% | Reduce -4.7% | 35,470 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.4% | 32,197 | $1.9M |
| Creative Planning | 0.00% | Reduce -1.4% | 32,005 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Add +10.3% | 29,315 | $1.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -78.1% | 28,969 | $1.7M |
| Ieq Capital, LLC | 0.01% | Reduce -57.6% | 28,891 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +0.7% | 28,003 | $1.7M |
| Bridgefront Capital, LLC | 0.41% | Add +144.7% | 27,855 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -0.8% | 27,487 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.3% | 27,270 | $1.6M |
| Rosenblum Silverman Sutton S F Inc. | 0.43% | Add +0.1% | 27,266 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +23.3% | 26,199 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -57.1% | 26,016 | $1.6M |
| Dark Forest Capital Management LP | 0.13% | Add +67.1% | 25,329 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.8% | 23,961 | $1.4M |
| Boothbay Fund Management, LLC | 0.03% | Add +276.0% | 23,525 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +35.4% | 23,006 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.0% | 22,942 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -38.3% | 21,781 | $1.3M |
| Corient Private Wealth LP | 0.00% | New | 21,711 | $1.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 20,979 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Add +9.9% | 20,939 | $1.2M |
| Fox Run Management, L.L.C. | 0.22% | Add +574.4% | 21,157 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +367.6% | 20,050 | $1.2M |
| Brevan Howard Capital Management LP | 0.01% | New | 19,399 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +189.9% | 19,387 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.9% | 17,110 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | Add +271.5% | 16,868 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 16,819 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 16,640 | $992K |
| HSBC Holdings PLC | 0.00% | Add +18.0% | 16,376 | $979K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,895 | $948K |
| XTX Topco Ltd | 0.02% | Add +500.4% | 15,802 | $942K |
| Brookstone Capital Management | 0.01% | No change | 15,329 | $914K |
| Nexpoint Asset Management, L.P. | 0.06% | No change | 15,320 | $914K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 15,271 | $911K |
| Vancity Investment Management Ltd | 0.14% | Add +22.7% | 15,227 | $908K |
| Teacher Retirement System of Texas | 0.00% | Add +88.8% | 15,149 | $903K |
| Lavelle Capital LP | 0.55% | No change | 14,805 | $883K |
| Franklin Resources Inc. | 0.00% | Reduce -4.7% | 14,295 | $852K |
| LPL Financial LLC | 0.00% | Reduce -32.0% | 13,916 | $830K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 13,715 | $818K |
| Arizona State Retirement System | 0.00% | Reduce -0.8% | 13,699 | $817K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $807K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -91.1% | 13,360 | $797K |
| Magnetar Financial LLC | 0.01% | Add +235.2% | 12,707 | $758K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 12,523 | $747K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 12,202 | $728K |
| Amundi | 0.00% | Add +156.8% | 11,624 | $693K |
| Quantbot Technologies LP | 0.03% | Add +2419.9% | 11,415 | $681K |
| Ares Systematic Credit Ltd | 3.13% | New | 11,582 | $680K |
| Intech Investment Management LLC | 0.01% | Reduce -36.7% | 11,275 | $672K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.8% | 11,000 | $656K |
| Woodline Partners LP | 0.00% | Reduce -4.8% | 10,723 | $639K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.0% | 10,596 | $632K |
| Talbot Financial, LLC | 0.05% | No change | 10,500 | $626K |
| Cwm, LLC | 0.00% | Reduce -68.7% | 10,243 | $611K |
| Aquatic Capital Management LLC | 0.02% | Reduce -73.6% | 9,479 | $565K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -52.8% | 9,186 | $548K |
| Empowered Funds, LLC | 0.00% | Add +34.3% | 9,100 | $543K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.4% | 8,956 | $534K |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 8,828 | $526K |
| Mirabella Financial Services LLP | 0.05% | Reduce -47.3% | 8,552 | $510K |
| Empower Advisory Group, LLC | 0.00% | No change | 8,521 | $508K |
| Caption Management, LLC | 0.02% | New | 8,046 | $480K |
| George Kaiser Family Foundation | 0.05% | Add +0.5% | 7,956 | $474K |
| State of Wyoming | 0.06% | Add +287.1% | 7,948 | $474K |
| ProShare Advisors LLC | 0.00% | Reduce -18.7% | 7,673 | $458K |
| Rockefeller Capital Management L.P. | 0.00% | Add +834.4% | 7,569 | $451K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | No change | 7,560 | $450K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.8% | 7,494 | $447K |
| Trust Point Inc. | 0.04% | Reduce -1.9% | 7,409 | $442K |
| Blackstone Inc. | 0.00% | New | 6,931 | $413K |
| Stifel Financial Corp. | 0.00% | Reduce -83.4% | 6,756 | $403K |
| Legacy Bridge, LLC | 0.15% | No change | 6,664 | $397K |
| Marshall Wace, LLP | 0.00% | Reduce -57.8% | 6,618 | $395K |
| Captrust Financial Advisors | 0.00% | Reduce -35.2% | 6,393 | $381K |
| Focus Partners Wealth | 0.00% | Reduce -26.4% | 6,221 | $371K |
| Cerity Partners LLC | 0.00% | Reduce -75.7% | 6,213 | $370K |
| DRW Securities, LLC | 0.02% | New | 6,085 | $363K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -54.0% | 5,797 | $348K |
| Victory Capital Management Inc. | 0.00% | Add +0.4% | 5,766 | $344K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.0% | 5,477 | $327K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +25.1% | 5,462 | $326K |
| Vident Advisory, LLC | 0.00% | Add +2.7% | 5,422 | $323K |
| Pathstone Holdings, LLC | 0.00% | Reduce -42.5% | 5,367 | $320K |
| World Investment Advisors | 0.00% | Reduce -2.1% | 5,016 | $299K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $298K |
| Qsemble Capital Management, LP | 0.02% | New | 4,911 | $293K |
| Xponance LLC | 0.00% | Add +20.2% | 4,773 | $285K |
| Tradition Wealth Management, LLC | 0.02% | No change | 4,632 | $276K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -22.3% | 4,586 | $273K |
| Sage Rhino Capital LLC | 0.05% | Add +0.1% | 4,530 | $270K |
| Virtu Financial LLC | 0.01% | New | 4,524 | $270K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 4,407 | $263K |
| Ingalls & Snyder LLC | 0.01% | Reduce -90.2% | 4,366 | $260K |
| Kings Path Partners LLC | 0.09% | Add +35.4% | 4,360 | $260K |
| Everest Financial Group LLC | 0.04% | No change | 4,182 | $249K |
| Twinbeech Capital LP | 0.03% | New | 4,100 | $244K |
| Atria Investments, Inc | 0.00% | Reduce -7.2% | 4,100 | $244K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,082 | $243K |
| Orser Capital Management, LLC | 0.15% | Reduce -91.6% | 3,972 | $237K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.4% | 3,962 | $237K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -75.7% | 3,965 | $236K |
| US Bancorp \de | 0.00% | Reduce -33.9% | 3,842 | $229K |
| Bank of Montreal | 0.00% | Add +2.9% | 3,815 | $227K |
| Callan Family Office, LLC | 0.01% | Add +5.7% | 3,717 | $222K |
| Principal Financial Group Inc. | 0.00% | Add +23.6% | 3,671 | $219K |
| Inlight Wealth Management, LLC | 0.08% | No change | 3,607 | $215K |
| Wealth Alliance, LLC | 0.02% | Add +5.0% | 3,536 | $211K |
| RIA Advisory Group LLC | 0.05% | No change | 3,440 | $205K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 3,434 | $205K |
| Glenmede Trust Co. NA | 0.00% | Reduce -24.4% | 3,404 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.6% | 3,387 | $202K |
| EntryPoint Capital, LLC | 0.06% | No change | 3,364 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +242.7% | 3,194 | $190K |
| Toronto Dominion Bank | 0.00% | New | 3,186 | $190K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,819 | $168K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.4% | 2,702 | $161K |
| Quadrant Capital Group LLC | 0.00% | Add +24.4% | 2,315 | $138K |
| Bayforest Capital Ltd | 0.15% | Reduce -19.2% | 2,303 | $137K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,259 | $134K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +7.1% | 2,149 | $128K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +693.6% | 1,984 | $118K |
| Lazard Asset Management LLC | 0.00% | Reduce -48.3% | 1,911 | $114K |
| Banque Transatlantique SA | 0.00% | New | 1,658 | $99K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 1,619 | $97K |
| Paladin Advisory Group, LLC | 0.07% | Reduce -15.5% | 1,570 | $94K |
| GAMMA Investing LLC | 0.00% | Add +124.4% | 1,427 | $85K |
| KBC Group NV | 0.00% | No change | 1,425 | $85K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.2% | 1,201 | $70K |
| Hilltop National Bank | 0.01% | Reduce -2.7% | 943 | $56K |
| Leonteq Securities AG | 0.00% | Add +191.3% | 903 | $54K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.8% | 839 | $50K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.2% | 814 | $49K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -13.7% | 800 | $48K |
| LMR Partners LLP | 0.00% | New | 723 | $43K |
| Global Wealth Strategies & Associates | 0.01% | No change | 703 | $42K |
| Allworth Financial LP | 0.00% | Reduce -33.2% | 655 | $39K |
| Jones Financial Companies LLLP | 0.00% | Add +12.4% | 669 | $39K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -64.6% | 643 | $38K |
| Optiver Holding B.V. | 0.00% | Add +454.5% | 621 | $37K |
| Park Place Capital Corp | 0.01% | No change | 617 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -15.7% | 564 | $34K |
| Harbour Investments, Inc. | 0.00% | No change | 509 | $30K |
| Abound Wealth Management | 0.01% | No change | 500 | $30K |
| MAI Capital Management | 0.00% | Add +2345.0% | 489 | $29K |
| STRS Ohio | 0.00% | Reduce -86.2% | 400 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.7% | 376 | $22K |
| Essential Partners LLC | 0.01% | Reduce -65.2% | 332 | $20K |
| Sterling Capital Management LLC | 0.00% | No change | 329 | $20K |
| Bessemer Group Inc. | 0.00% | Reduce -16.4% | 305 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -41.9% | 298 | $18K |
| Rothschild Investment LLC | 0.00% | Add +33.5% | 223 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -93.3% | 220 | $13K |
| Advisory Services Network, LLC | 0.00% | New | 213 | $13K |
| True Wealth Design, LLC | 0.00% | Add +58.2% | 193 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -16.2% | 176 | $10K |
| Eastern Bank | 0.00% | No change | 170 | $10K |
| Parallel Advisors, LLC | 0.00% | Add +87.5% | 165 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -60.3% | 164 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +21.2% | 103 | $6K |
| Meramec Financial Planners, LLC | 0.00% | No change | 107 | $6K |
| Covestor Ltd | 0.00% | Reduce -49.7% | 94 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 92 | $5K |
| Whittier Trust Co. | 0.00% | New | 90 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -4.4% | 86 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -92.5% | 70 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 68 | $4K |
| Bell Investment Advisors, Inc | 0.00% | New | 67 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 61 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -8.2% | 56 | $3K |
| First Horizon Corp. | 0.00% | Reduce -89.0% | 56 | $3K |
| Assetmark, Inc. | 0.00% | Add +2300.0% | 48 | $3K |
| Mather Group, Llc. | 0.00% | New | 46 | $3K |
| Bayban | 0.00% | New | 44 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -18.9% | 43 | $3K |
| Marquette Asset Management, LLC | 0.00% | Add +9.7% | 34 | $2K |
| CVA Family Office, LLC | 0.00% | New | 32 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 31 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.8% | 30 | $2K |
| Huntington National Bank | 0.00% | Reduce -78.0% | 27 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | Add +22.2% | 22 | $1K |
| Kilter Group LLC | 0.00% | New | 21 | $1K |
| Elequin Capital, LP | 0.00% | Reduce -73.8% | 21 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 20 | $1K |
| Ancora Advisors LLC | 0.00% | Reduce -31.0% | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 11 | $656 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -56.5% | 10 | $597 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -68.8% | 10 | $597 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $537 |
| Fortitude Family Office, LLC | 0.00% | Reduce -18.2% | 9 | $537 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -60.9% | 9 | $537 |
| JPL Wealth Management, LLC | 0.00% | New | 6 | $358 |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $120 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -66.7% | 2 | $120 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $62 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $60 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $60 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $60 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $60 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $60 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $59 |
| Capital Advisors, Ltd. LLC | 0.00% | Add +166.7% | 8 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.