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Get Institutions for : 
Workiva Llc (WK)  
$74.47 0.30 (0.4%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 314    24
Total shares held : 
 46,841,524  
% of shares held : 
 93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -26  
Amount of shares held : 
 1,541,039  
% of shares held change : 
   3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $95.63  
Last Quarter's Ending Price : 
 $84.80  
Last Quarter's Average Price : 
 $90.07  
Change from last quarter's     
avg. price to the last closing  : 
15.60 (17.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 683,876
 1.46%
 
Increased Positions :
120
 2,767,249
 5.91%
 
Unchanged Positions :
56
 590,278
 1.26%
 
Decreased Positions :
122
-1,494,416
-3.19%
 
Closed Positions :
40
-415,670
-0.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1075 - 2024-03-31 5,185,929 $439,767,000 181,520
   BLACKROCK INC. 1262 - 2024-03-31 4,125,542 $349,846,000 80,385
   FMR LLC 651 - 2024-03-31 3,326,865 $282,118,000 893,427
   MACQUARIE GROUP LTD 129 - 2024-03-31 2,042,159 $173,175,000 10,005
   T. Rowe Price Investment Management Inc. 233 - 2024-03-31 1,702,889 $144,405,000 134,530
   J P MORGAN CHASE & CO 733 - 2024-03-31 1,649,142 $139,847,000 218,014
   CHAMPLAIN INVESTMENT PARTNERS LLC 64 - 2024-03-31 1,340,114 $113,642,000 492,945
   STATE STREET CORP 1301 - 2024-03-31 1,191,857 $101,069,000 24,996
   CONESTOGA CAPITAL ADVISORS LLC 31 - 2024-03-31 1,156,215 $98,047,000 203,485
   GEODE CAPITAL MANAGEMENT LLC 990 - 2024-03-31 1,050,942 $89,133,000 28,278
   FIRST TRUST ADVISORS LP 381 - 2024-03-31 766,217 $64,975,000 139,414
   NORGES BANK 845 - 2023-12-31 561,657 $57,025,000 140,706
   DF DENT & CO INC 45 - 2024-03-31 656,094 $55,637,000 161,902
   THRIVENT FINANCIAL FOR LUTHERANS 263 - 2024-03-31 564,792 $47,895,000 288
   UBS Group AG 923 - 2024-03-31 410,782 $34,834,000 69,530
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 250 - 2024-03-31 349,789 $34,164,000 80,551
   NUVEEN ASSET MANAGEMENT, LLC 837 - 2024-03-31 401,662 $34,059,000 59,000
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 245 - 2024-03-31 348,827 $29,581,000 19,940
   BANK OF AMERICA CORP /DE/ 1645 - 2024-03-31 345,553 $29,303,000 6,326
   BANK OF NEW YORK MELLON CORP 1360 - 2024-03-31 343,729 $29,148,000 2,960
   MORGAN STANLEY 2456 - 2024-03-31 291,260 $24,699,000 28,652
   ENVESTNET ASSET MANAGEMENT INC 1108 - 2024-03-31 235,354 $19,958,000 505
   BESSEMER GROUP INC 245 - 2024-03-31 209,692 $17,781,000 19,045
   Squarepoint Ops LLC 370 - 2024-03-31 172,829 $14,656,000 758
   ROYAL BANK OF CANADA 1485 - 2024-03-31 118,306 $10,032,000 1,502
   AXA 418 - 2024-03-31 105,839 $8,975,000 722
   BALYASNY ASSET MANAGEMENT LLC 703 - 2024-03-31 97,559 $8,273,000 72,433
   Swiss National Bank 1027 - 2024-03-31 94,121 $7,981,000 900
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 980 - 2024-03-31 91,374 $7,749,000 2,501
   COMERICA BANK 523 - 2024-03-31 87,999 $7,462,000 16,943
   GREAT WEST LIFE ASSURANCE CO /CAN/ 695 - 2024-03-31 76,702 $6,502,000 10,380
   ING INVESTMENT MANAGEMENT LLC 792 - 2024-03-31 72,008 $6,106,000 24,147
   INGALLS & SNYDER LLC 69 - 2024-03-31 70,740 $5,999,000 20,862
   ALLIANCEBERNSTEIN L.P. 1416 - 2024-03-31 65,390 $5,545,000 3,464
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1184 - 2024-03-31 63,598 $5,393,000 7,679
   Engineers Gate Manager LP 181 - 2024-03-31 63,456 $5,381,000 38,763
   BRIDGER CAPITAL MANAGEMENT LLC 4 - 2024-03-31 58,878 $4,993,000 626
   Holocene Advisors LP 407 - 2024-03-31 56,842 $4,820,000 46,183
   Point72 Asset Management L.P. 703 - 2024-03-31 52,706 $4,469,000 52,706
   RAYMOND JAMES & ASSOCIATES 1673 - 2024-03-31 51,814 $4,394,000 16,738
   STIFEL FINANCIAL CORP 1223 - 2024-03-31 51,516 $4,369,000 2,797
   BNP PARIBAS ARBITRAGE SA 1055 - 2024-03-31 50,689 $4,298,000 4,584
   LEGAL & GENERAL GROUP PLC 1602 - 2024-03-31 48,606 $4,122,000 553
   NEXT CENTURY GROWTH INVESTORS LLC 83 - 2024-03-31 47,845 $4,057,000 1,650
   TD ASSET MANAGEMENT INC 872 - 2024-03-31 39,500 $3,350,000 3,600
   AQR CAPITAL MANAGEMENT LLC 1208 - 2024-03-31 37,190 $3,154,000 1,175
   STATE OF NEW JERSEY COMMON PENSION FUND D 1352 - 2024-03-31 32,809 $2,782,000 6,058
   MANUFACTURERES LIFE INSURANCE CO 1439 - 2024-03-31 28,841 $2,446,000 1,966
   Pathstone Holdings LLC 854 - 2024-03-31 25,876 $2,194,000 20,449
   WELLS FARGO & CO/MN 2568 - 2024-03-31 23,687 $2,009,000 930
   JANUS HENDERSON GROUP PLC 1299 - 2024-03-31 23,008 $1,950,000 10
   CenterBook Partners LP 245 - 2024-03-31 21,775 $1,847,000 17,833
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 806 - 2024-03-31 20,390 $1,729,000 10,195
   JANNEY MONTGOMERY SCOTT LLC 1223 - 2024-03-31 19,935 $1,690,000 821
   MOODY NATIONAL BANK TRUST DIVISION 112 - 2024-03-31 19,734 $1,673,000 2,330
   LPL FINANCIAL CORP 2673 - 2024-03-31 19,410 $1,646,000 677
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1023 - 2024-03-31 15,260 $1,563,000 1,290
   FINANCIAL NETWORK 1181 - 2024-03-31 17,531 $1,487,000 547
   TRUST POINT INC. 101 - 2024-03-31 16,910 $1,434,000 4,585
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 591 - 2024-03-31 16,109 $1,366,000 45
   Schonfeld Strategic Advisors LLC 954 - 2024-03-31 15,880 $1,347,000 4,566
   SG AMERICAS SECURITIES LLC 903 - 2024-03-31 14,935 $1,266,000 13,882
   Semanteon Capital Management LP 41 - 2024-03-31 14,807 $1,256,000 4,995
   Vancity Investment Management Ltd 47 - 2024-03-31 13,428 $1,138,000 4,316
   FINANCIAL COUNSELORS INC 319 - 2024-03-31 13,142 $1,114,000 78
   AIGEN INVESTMENT MANAGEMENT LP 136 - 2024-03-31 12,239 $1,038,000 3,979
   DIVERSIFIED TRUST CO 316 - 2024-03-31 11,410 $968,000 5,648
   PETRUS TRUST COMPANY, LTA 56 - 2024-03-31 10,594 $898,000 1,556
   GLENMEDE TRUST CO NA 748 - 2024-03-31 10,239 $868,000 1,274
   VICTORY CAPITAL MANAGEMENT INC 1774 - 2024-03-31 10,170 $862,000 3,712
   PROSHARE ADVISORS LLC 853 - 2024-03-31 9,566 $811,000 888
   MML INVESTORS SERVICES LLC 1593 - 2024-03-31 8,512 $722,000 296
   SCHRODER INVESTMENT MANAGEMENT GROUP 1013 - 2024-03-31 7,860 $667,000 2,672
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1129 - 2023-09-30 6,527 $661,000 147
   iA Global Asset Management Inc. 420 - 2024-03-31 7,159 $607,000 794
   PICTET ASSET MANAGEMENT SA 1173 - 2023-06-30 5,712 $581,000 234
   PRINCIPAL FINANCIAL GROUP INC 1956 - 2024-03-31 6,686 $567,000 951
   CWM LLC 1118 - 2024-03-31 6,047 $513,000 4
   CAMPBELL & CO INVESTMENT ADVISER LLC 691 - 2024-03-31 5,935 $503,000 1,537
   Pictet Asset Management Holding SA 1305 - 2024-03-31 5,880 $499,000 168
   CREATIVE PLANNING 1859 - 2024-03-31 5,732 $486,000 1,521
   FORA Capital LLC 339 - 2024-03-31 5,478 $465,000 801
   RIA Advisory Group LLC 80 - 2024-03-31 4,761 $404,000 4,761
   Crossmark Global Holdings Inc. 962 - 2024-03-31 4,727 $401,000 558
   VERITION FUND MANAGEGMENT LLC 1464 - 2024-03-31 4,444 $377,000 643
   HRT FINANCIAL LLC 1339 - 2024-03-31 4,406 $373,000 4,406
   HARVEST MANAGEMENT LLC 31 - 2024-03-31 4,256 $361,000 56
   SRS Capital Advisors Inc. 229 - 2024-03-31 4,055 $344,000 1,911
   JustInvest LLC 1260 - 2024-03-31 3,548 $301,000 152
   HSBC HOLDINGS PLC 2059 - 2024-03-31 3,434 $291,000 3,434
   Hardy Reed LLC 93 - 2024-03-31 3,425 $290,000 215
   PARKSIDE FINANCIAL BANK & TRUST 325 - 2024-03-31 2,742 $233,000 326
   AMERICAN CENTURY COMPANIES INC 2676 - 2024-03-31 2,574 $218,000 20
   Quantinno Capital Management LP 1169 - 2024-03-31 2,541 $215,000 71
   State of Wyoming 585 - 2024-03-31 2,434 $206,000 517
   BENJAMIN F. EDWARDS & COMPANY INC. 925 - 2024-03-31 2,168 $184,000 67
   STEPHENSON NATIONAL BANK & TRUST 119 - 2024-03-31 2,162 $183,000 93
   FRANKLIN RESOURCES INC 2487 - 2024-03-31 2,100 $178,000 8
   GROUP ONE TRADING, L.P. 702 - 2024-03-31 1,931 $164,000 1,836
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 981 - 2024-03-31 1,858 $158,000 58
  100 Records found
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