WorkivaWK
13F holders, Q2 2026 (June 30)306holders −9
58new positions
69sold out
8famous investors
$48.53avg. 13F price*
At the end of Q2 2026, 306 institutions reported holding Workiva Inc. (WK) in their 13F filings, down 9 from Q1 2026. 58 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($267.2M), Vanguard Portfolio Management LLC ($196.3M) and Jericho Capital Asset Management L.P. ($168.9M). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $66.1M |
| Exits | 69 | $164.0M |
All 13F filers, Q1 2026 → Q2 2026: 10,079,629 shares bought and 6,720,539 shares sold, net +3,359,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 306 holders
| BlackRock, Inc. | 0.00% | Add +18.8% | 5,507,490 | $267.2M |
| Vanguard Portfolio Management LLC | 0.01% | Add +2.3% | 4,046,352 | $196.3M |
| Jericho Capital Asset Management L.P. | 1.40% | Add +41.2% | 3,482,515 | $168.9M |
| Hotchkis & Wiley Capital Management LLC | 0.36% | Add +53.5% | 2,578,108 | $125.1M |
| Vanguard Capital Management LLC | 0.00% | Add +1.3% | 2,287,053 | $110.9M |
| FMR LLC | 0.00% | Reduce -5.0% | 1,697,045 | $82.3M |
| State Street Corp. | 0.00% | Add +15.7% | 1,475,546 | $71.6M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +28.0% | 1,420,426 | $68.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 1,294,139 | $62.8M |
| Edmond DE Rothschild Holding S.A. | 0.81% | Add +3.8% | 1,268,192 | $61.5M |
| Squarepoint Ops LLC | 0.12% | Add +110.7% | 1,247,400 | $60.5M |
| First Trust Advisors LP | 0.03% | Add +30.5% | 1,126,475 | $54.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +79.3% | 966,637 | $46.9M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +2.3% | 943,485 | $45.8M |
| Topline Capital Management, LLC | 10.96% | Reduce -17.1% | 871,101 | $42.3M |
| Mairs & Power Inc. | 0.37% | Add +15.9% | 829,491 | $40.2M |
| Bank of America Corp. | 0.00% | Add +103.6% | 804,184 | $39.0M |
| UBS Group AG | 0.01% | Reduce -30.2% | 787,654 | $38.2M |
| AQR Capital Management | 0.01% | Add +112.1% | 713,213 | $34.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +92.6% | 699,733 | $33.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.5% | 669,715 | $32.5M |
| Irenic Capital Management LP | 1.93% | No change | 552,010 | $26.8M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 527,937 | $25.6M |
| Morgan Stanley | 0.00% | Add +74.2% | 526,630 | $25.5M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -5.4% | 487,357 | $23.6M |
| Conestoga Capital Advisors, LLC | 0.49% | Reduce -38.0% | 467,432 | $22.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.3% | 437,170 | $21.2M |
| Riverbridge Partners LLC | 0.59% | Reduce -33.0% | 436,284 | $21.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.7% | 373,816 | $18.1M |
| Citadel Advisors | 0.01% | Reduce -49.5% | 349,937 | $17.0M |
| Acadian Asset Management LLC | 0.02% | Add +1654.5% | 340,141 | $16.5M |
| Marshall Wace, LLP | 0.01% | Add +4908.8% | 331,483 | $16.1M |
| Two Sigma Investments, LP | 0.01% | Add +34.4% | 320,421 | $15.5M |
| TimesSquare Capital Management, LLC | 0.23% | Reduce -28.4% | 319,434 | $15.5M |
| Nuveen, LLC | 0.00% | Reduce -34.7% | 318,573 | $15.5M |
| Susquehanna International Group, LLP | 0.01% | Add +986.4% | 284,628 | $13.8M |
| Ranger Investment Management, L.P. | 0.82% | Reduce -22.0% | 266,945 | $12.9M |
| Tetragon Partners GP Ltd | 1.97% | No change | 250,000 | $12.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +112.3% | 243,581 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.2% | 211,125 | $10.2M |
| Susquehanna Fundamental Investments, LLC | 0.19% | New | 207,280 | $10.1M |
| Man Group plc | 0.02% | Add +115.0% | 194,813 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.8% | 187,975 | $9.1M |
| Federated Hermes, Inc. | 0.01% | Add +46.4% | 176,026 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 164,697 | $8.2M |
| Impax Asset Management Group plc | 0.05% | No change | 162,086 | $7.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +18.4% | 160,793 | $7.8M |
| XTX Topco Ltd | 0.10% | Add +912.3% | 159,959 | $7.8M |
| Private Wealth Asset Management, LLC | 0.74% | No change | 158,000 | $7.7M |
| Cadian Capital Management, LP | 0.53% | New | 144,200 | $7.0M |
| Royce & Associates LP | 0.05% | New | 140,000 | $6.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -1.1% | 132,100 | $6.4M |
| Renaissance Technologies | 0.01% | Reduce -38.1% | 129,540 | $6.3M |
| Brown Capital Management LLC | 1.25% | Reduce -13.8% | 128,497 | $6.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -13.7% | 119,503 | $5.8M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +853.1% | 119,357 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.5% | 117,899 | $5.7M |
| OP Asset Management Ltd | 0.06% | Add +86.1% | 111,991 | $5.4M |
| Harbor Capital Advisors, Inc. | 0.37% | Add +55.8% | 111,613 | $5.4M |
| HRT Financial LP | 0.01% | New | 109,498 | $5.3M |
| Point72 Asset Management | 0.01% | New | 105,127 | $5.1M |
| Swiss National Bank | 0.00% | Add +2.9% | 101,421 | $4.9M |
| Algert Global LLC | 0.06% | Add +167.6% | 101,150 | $4.9M |
| Lakehouse Capital Pty Ltd | 5.42% | Reduce -45.1% | 101,026 | $4.9M |
| Fifth Third Bancorp | 0.01% | Reduce -15.0% | 99,711 | $4.8M |
| Assenagon Asset Management S.A. | 0.01% | New | 96,074 | $4.7M |
| Praesidium Investment Management Company, LLC | 2.15% | Reduce -36.7% | 95,218 | $4.6M |
| King Luther Capital Management Corp. | 0.02% | Add +9.7% | 91,698 | $4.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.9% | 91,198 | $4.4M |
| Madison Asset Management, LLC | 0.05% | Add +45.7% | 89,980 | $4.4M |
| Jefferies Financial Group Inc. | 0.04% | Add +1.2% | 87,532 | $4.2M |
| LGT Fund Management Co Ltd. | 0.17% | New | 85,800 | $4.2M |
| Nicholas Company, Inc. | 0.07% | Add +4.1% | 83,809 | $4.1M |
| Summit Creek Advisors LLC | 1.33% | Reduce -11.5% | 80,717 | $3.9M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.5% | 79,515 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +8.9% | 64,556 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +277.2% | 78,981 | $3.8M |
| Barclays PLC | 0.00% | Add +61.4% | 77,268 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +235.4% | 76,943 | $3.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -6.8% | 74,360 | $3.6M |
| Dark Forest Capital Management LP | 0.22% | Add +178.1% | 70,441 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +15.4% | 68,129 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +9.1% | 67,595 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +0.1% | 66,866 | $3.2M |
| Engineers Gate Manager LP | 0.04% | Add +10.6% | 66,202 | $3.2M |
| Sei Investments Co. | 0.00% | Add +24.9% | 65,093 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -77.4% | 61,751 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.8% | 59,837 | $2.9M |
| Citigroup Inc. | 0.00% | Add +12.4% | 56,272 | $2.7M |
| Kopp Family Office, LLC | 1.66% | Reduce -0.1% | 55,807 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 54,783 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +832.0% | 53,737 | $2.6M |
| Abacus Planning Group, Inc. | 0.32% | No change | 52,954 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +41.7% | 52,312 | $2.5M |
| Verition Fund Management LLC | 0.02% | New | 51,700 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +12.6% | 51,166 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -37.2% | 50,800 | $2.5M |
| Invesco Ltd. | 0.00% | Add +4.3% | 50,608 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.3% | 50,216 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.7% | 48,687 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +181.4% | 46,080 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +53.8% | 45,072 | $2.2M |
| Siren, L.L.C. | 0.04% | Reduce -51.4% | 45,000 | $2.2M |
| Aequim Alternative Investments LP | 0.65% | No change | 44,815 | $2.2M |
| Holocene Advisors, LP | 0.00% | New | 43,225 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 42,199 | $2.0M |
| Tejara Capital Ltd | 0.83% | Add +11.7% | 41,650 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 41,645 | $2.0M |
| Millennium Management | 0.00% | Reduce -67.7% | 41,126 | $2.0M |
| Graham Capital Management, L.P. | 0.07% | Add +123.7% | 37,733 | $1.8M |
| Wellington Management Group LLP | 0.00% | New | 37,124 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +27.7% | 36,881 | $1.8M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 35,994 | $1.7M |
| Knights of Columbus Asset Advisors LLC | 0.09% | Add +0.6% | 35,746 | $1.7M |
| Entropy Technologies, LP | 0.07% | New | 34,504 | $1.7M |
| Alamar Capital Management, LLC | 0.78% | Reduce -10.4% | 31,785 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +239.2% | 31,157 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +8.3% | 30,340 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.4% | 29,480 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +33.4% | 28,961 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -25.3% | 28,741 | $1.4M |
| Mariner, LLC | 0.00% | Add +28.9% | 28,077 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.4% | 26,453 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +307.0% | 25,287 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +62.4% | 24,608 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.1% | 24,290 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -7.6% | 24,044 | $1.2M |
| Anson Funds Management LP | 0.11% | New | 23,781 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +65.8% | 23,700 | $1.1M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -38.5% | 23,331 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -15.4% | 23,260 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 23,006 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 21,367 | $1.0M |
| Creative Planning | 0.00% | Reduce -33.6% | 21,237 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | New | 21,115 | $1.0M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.5% | 20,881 | $1.0M |
| Vancity Investment Management Ltd | 0.15% | Add +32.3% | 20,149 | $977K |
| Mercer Global Advisors Inc. | 0.00% | Add +81.4% | 19,219 | $932K |
| Daiwa Securities Group Inc. | 0.00% | New | 19,100 | $927K |
| Ares Systematic Credit Ltd | 1.88% | Add +64.6% | 19,062 | $925K |
| New York State Common Retirement Fund | 0.00% | Add +13.1% | 19,019 | $923K |
| Dynamic Technology Lab Private Ltd | 0.20% | Reduce -5.7% | 18,913 | $917K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -52.5% | 17,814 | $864K |
| Allstate Corp. | 0.01% | New | 16,760 | $813K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 16,640 | $807K |
| Handelsbanken Fonder AB | 0.00% | Add +1.3% | 16,095 | $781K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +155.6% | 14,815 | $773K |
| Amundi | 0.00% | Add +32.9% | 15,453 | $750K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +11.9% | 15,354 | $745K |
| Brookstone Capital Management | 0.01% | No change | 15,329 | $744K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -10.5% | 15,320 | $743K |
| Bridgewater Associates | 0.00% | New | 15,307 | $743K |
| Empowered Funds, LLC | 0.00% | Add +66.7% | 15,166 | $736K |
| Lavelle Capital LP | 0.37% | No change | 14,805 | $718K |
| Tudor Investment Corporation | 0.00% | Reduce -91.8% | 14,708 | $713K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 14,036 | $681K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 13,953 | $677K |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 13,798 | $669K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,540 | $657K |
| Nomura Asset Management International Inc. | 0.00% | Reduce -98.0% | 13,415 | $651K |
| Magnetar Financial LLC | 0.01% | Add +2.9% | 13,069 | $634K |
| Intech Investment Management LLC | 0.01% | Add +9.6% | 12,362 | $600K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 12,202 | $592K |
| Inceptionr LLC | 0.14% | New | 11,929 | $579K |
| Nordea Investment Management AB | 0.00% | New | 11,535 | $556K |
| Captrust Financial Advisors | 0.00% | Add +77.6% | 11,355 | $551K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,000 | $534K |
| Bridgefront Capital, LLC | 0.14% | Reduce -60.9% | 10,902 | $529K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -54.7% | 10,664 | $517K |
| Talbot Financial, LLC | 0.04% | No change | 10,500 | $509K |
| Voya Investment Management LLC | 0.00% | Add +12.7% | 9,953 | $483K |
| Capstone Investment Advisors, LLC | 0.00% | New | 9,692 | $470K |
| Divisadero Street Capital Management, LP | 0.01% | New | 9,567 | $464K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -84.1% | 9,120 | $442K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 8,490 | $412K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +55.1% | 8,471 | $411K |
| Stifel Financial Corp. | 0.00% | Add +25.3% | 8,462 | $410K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +80.2% | 8,263 | $401K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.7% | 7,928 | $385K |
| Centiva Capital, LP | 0.01% | New | 7,905 | $383K |
| ProShare Advisors LLC | 0.00% | Reduce -0.3% | 7,650 | $371K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -64.0% | 7,615 | $369K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | No change | 7,560 | $366K |
| Focus Partners Wealth | 0.00% | Add +20.7% | 7,506 | $364K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,494 | $364K |
| State of Wyoming | 0.03% | Reduce -13.9% | 6,841 | $332K |
| Summit Trail Advisors, LLC | 0.00% | New | 6,778 | $329K |
| Legacy Bridge, LLC | 0.10% | No change | 6,664 | $323K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 6,500 | $315K |
| Vident Advisory, LLC | 0.00% | Add +14.9% | 6,230 | $302K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 5,013 | $299K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -79.3% | 5,632 | $273K |
| Mangrove Partners Im, LLC | 0.02% | New | 5,488 | $266K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 5,385 | $261K |
| Arax Advisory Partners | 0.00% | Add +6000.0% | 5,246 | $254K |
| Xponance LLC | 0.00% | Add +8.8% | 5,195 | $252K |
| Merit Financial Group, LLC | 0.00% | New | 5,102 | $247K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,003 | $243K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 4,900 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +15.8% | 4,725 | $229K |
| Tradition Wealth Management, LLC | 0.01% | No change | 4,632 | $225K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.2% | 4,366 | $222K |
| Rosenblum Silverman Sutton S F Inc. | 0.05% | Reduce -83.5% | 4,513 | $219K |
| Sage Rhino Capital LLC | 0.04% | Reduce -0.6% | 4,504 | $218K |
| Abel Hall, LLC | 0.04% | New | 4,400 | $213K |
| Kings Path Partners LLC | 0.06% | No change | 4,360 | $212K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.6% | 4,203 | $204K |
| Diametric Capital, LP | 0.02% | New | 4,136 | $201K |
| Qsemble Capital Management, LP | 0.03% | Reduce -16.1% | 4,123 | $200K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -97.0% | 4,117 | $200K |
| Walleye Trading LLC | 0.00% | New | 3,922 | $190K |
| Nykredit A/S | 0.00% | — | 3,711 | $180K |
| New York State Teachers Retirement System | 0.00% | New | 3,619 | $176K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +53.1% | 3,291 | $160K |
| Bayforest Capital Ltd | 0.14% | Add +33.3% | 3,070 | $149K |
| Axxion S.A. | 0.01% | — | 3,062 | $149K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,819 | $143K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +41.6% | 2,810 | $136K |
| US Bancorp \de | 0.00% | Reduce -31.3% | 2,640 | $128K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -3.3% | 2,614 | $127K |
| NewEdge Advisors, LLC | 0.00% | New | 2,543 | $123K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,259 | $109K |
| Leonteq Securities AG | 0.01% | Add +109.4% | 1,891 | $92K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.3% | 1,719 | $83K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,619 | $79K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,570 | $76K |
| GAMMA Investing LLC | 0.00% | Add +6.2% | 1,516 | $74K |
| KBC Group NV | 0.00% | No change | 1,425 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.4% | 1,329 | $64K |
| Allworth Financial LP | 0.00% | Add +91.0% | 1,251 | $61K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,201 | $59K |
| Quantbot Technologies LP | 0.00% | Reduce -90.3% | 1,101 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +37.7% | 921 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | New | 827 | $40K |
| Hilltop National Bank | 0.01% | Reduce -15.1% | 801 | $39K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -5.5% | 793 | $38K |
| Summit Securities Group LLC | 0.01% | New | 735 | $36K |
| Essex Investment Management Co. LLC | 0.00% | Reduce -98.0% | 728 | $35K |
| Park Place Capital Corp | 0.00% | No change | 617 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +704.3% | 563 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +202.3% | 532 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 509 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 509 | $25K |
| Abound Wealth Management | 0.00% | No change | 500 | $24K |
| Essential Partners LLC | 0.01% | Add +36.5% | 453 | $22K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 367 | $18K |
| True Wealth Design, LLC | 0.00% | Add +69.4% | 327 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -61.5% | 313 | $15K |
| Quarry LP | 0.00% | New | 275 | $13K |
| Huntington National Bank | 0.00% | Add +892.6% | 268 | $13K |
| Covestor Ltd | 0.01% | Add +160.6% | 245 | $12K |
| Larson Financial Group LLC | 0.00% | Add +6.8% | 235 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +41.8% | 234 | $11K |
| Persistent Asset Partners Ltd | 0.00% | New | 229 | $11K |
| IFP Advisors, Inc | 0.00% | Add +31.7% | 216 | $10K |
| Group One Trading LLC | 0.00% | New | 200 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.4% | 183 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -20.6% | 177 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +1420.0% | 152 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +44.7% | 149 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Add +1250.0% | 135 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -79.8% | 130 | $6K |
| International Assets Investment Management, LLC | 0.00% | Add +8.7% | 100 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +29.9% | 87 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 85 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 73 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 68 | $3K |
| First Horizon Corp. | 0.00% | No change | 56 | $3K |
| Mather Group, Llc. | 0.00% | No change | 46 | $2K |
| Fulcrum Asset Management LLP | 0.00% | New | 42 | $2K |
| Globeflex Capital L P | 0.00% | New | 41 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -87.3% | 38 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +1750.0% | 37 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.3% | 34 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 30 | $1K |
| Toronto Dominion Bank | 0.00% | Reduce -99.2% | 25 | $1K |
| Marquette Asset Management, LLC | 0.00% | Reduce -29.4% | 24 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 22 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 21 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +2000.0% | 21 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -32.3% | 21 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 20 | $971 |
| Ancora Advisors LLC | 0.00% | No change | 20 | $970 |
| Kilter Group LLC | 0.00% | Reduce -14.3% | 18 | $874 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 18 | $873 |
| Activest Wealth Management | 0.00% | Add +0.0% | 17 | $825 |
| Simplex Trading, LLC | 0.00% | New | 15 | $727 |
| Fiduciary Financial Advisors | 0.00% | New | 14 | $631 |
| Zions Bancorporation, National Association | 0.00% | New | 13 | $631 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -80.4% | 11 | $534 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $340 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -33.3% | 6 | $291 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -54.5% | 5 | $243 |
| Fortitude Family Office, LLC | 0.00% | Reduce -44.4% | 5 | $243 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +150.0% | 5 | $243 |
| CVA Family Office, LLC | 0.00% | Reduce -87.5% | 4 | $194 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $194 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $156 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $146 |
| Signature Equity Partners, LLC | 0.00% | New | 3 | $146 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $146 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $145 |
| Global Retirement Partners, LLC | 0.00% | — | 2 | $97 |
| LRI Investments, LLC | 0.00% | New | 2 | $97 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $51 |
| Avion Wealth | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is WK's weight in each manager's 13F, not the share of Workiva Inc. the manager owns.