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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
   RIVERBRIDGE PARTNERS LLC 15 - 2024-03-31 1,947,638 $165,160,000 -57,638
   AMERIPRISE FINANCIAL INC 456 - 2024-03-31 1,481,295 $125,614,000 -71,998
   ARTISAN PARTNERS LIMITED PARTNERSHIP 151 - 2024-03-31 1,165,815 $98,861,000 -109,194
   BROWN ADVISORY HOLDINGS INC 144 - 2024-03-31 1,090,360 $92,463,000 -3,170
   BROWN CAPITAL MANAGEMENT INC 23 - 2024-03-31 1,054,680 $89,437,000 -217,027
   MAIRS & POWER INC 41 - 2024-03-31 757,234 $64,213,000 -11,339
   LOOMIS SAYLES & CO L P 97 - 2024-03-31 687,126 $58,268,000 -13,882
   RENAISSANCE TECHNOLOGIES LLC 302 - 2024-03-31 610,900 $51,804,000 -6,700
   NORTHERN TRUST CORP 996 - 2024-03-31 589,784 $50,014,000 -7,029
   NEW YORK STATE COMMON RETIREMENT FUND 317 - 2024-03-31 431,029 $36,551,000 -11,655
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1267 - 2024-03-31 403,815 $34,244,000 -12,990
   TIMESSQUARE CAPITAL MANAGEMENT LLC 82 - 2024-03-31 397,032 $33,668,000 -21,603
   Standard Life Aberdeen plc 277 - 2024-03-31 395,258 $33,518,000 -9,530
   PRICE T ROWE ASSOCIATES INC /MD/ 825 - 2024-03-31 390,939 $33,152,000 -11,080
   GRANAHAN INVESTMENT MANAGEMENT INC/MA 22 - 2024-03-31 385,044 $32,652,000 -34,046
   CLEARBRIDGE ADVISORS LLC 402 - 2024-03-31 372,185 $31,561,000 -10,876
   DEUTSCHE BANK AG 677 - 2024-03-31 369,538 $31,337,000 -4,794
   MILLENNIUM MANAGEMENT LLC 753 - 2024-03-31 359,524 $30,488,000 -44,543
   RANGER INVESTMENT MANAGEMENT LP 35 - 2024-03-31 267,849 $22,714,000 -126,837
   SEI INVESTMENTS CO 585 - 2024-03-31 245,368 $20,807,000 -10,537
   GOLDMAN SACHS GROUP INC/ 1913 - 2024-03-31 142,230 $12,061,000 -84,258
   D E SHAW & CO INC 733 - 2024-03-31 141,961 $12,038,000 -40,073
   NATIXIS ASSET MANAGEMENT ADVISORS LP 574 - 2024-03-31 130,985 $11,108,000 -52,721
   CREDIT SUISSE/ 967 - 2024-03-31 103,599 $8,785,000 -1,693
   STATE OF WISCONSIN INVESTMENT BOARD 712 - 2024-03-31 99,409 $8,430,000 -12,159
   Qube Research & Technologies Ltd 809 - 2024-03-31 97,539 $8,271,000 -19,545
   SEGALL BRYANT & HAMILL 234 - 2024-03-31 83,884 $7,113,000 -56,728
   Man Group plc 766 - 2024-03-31 82,250 $6,975,000 -31,017
   JANE STREET GROUP LLC 1037 - 2024-03-31 80,703 $6,844,000 -6,197
   OPPENHEIMER ASSET MANAGEMENT INC 234 - 2024-03-31 79,637 $6,753,000 -5,101
   BARCLAYS PLC 1216 - 2024-03-31 78,880 $6,689,000 -9,230
   FEDERATED INVESTORS INC /PA/ 663 - 2024-03-31 77,929 $6,608,000 -31,616
   TWO SIGMA ADVISERS, LLC 689 - 2024-03-31 73,500 $6,233,000 -48,100
   RHUMBLINE ADVISERS 1309 - 2024-03-31 72,166 $6,120,000 -1,113
   Russell Investments Group Ltd. 1077 - 2024-03-31 71,256 $6,043,000 -24,099
   WELLINGTON MANAGEMENT CO LLP 1248 - 2024-03-31 67,735 $5,744,000 -89,010
   KING LUTHER CAPITAL MANAGEMENT CORP 204 - 2024-03-31 65,208 $5,530,000 -1,239
   Advantage Alpha Capital Partners LP 41 - 2024-03-31 64,233 $5,447,000 -5,233
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1012 - 2024-03-31 47,886 $4,061,000 -2,453
   MOODY ALDRICH PARTNERS LLC 74 - 2024-03-31 41,733 $3,539,000 -3,514
   Resources Investment Advisors Inc. 233 - 2024-03-31 41,648 $3,532,000 -3,103
   Trexquant Investment LP 455 - 2024-03-31 39,527 $3,352,000 -2,643
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1338 - 2024-03-31 36,516 $3,097,000 -1,867
   Knights of Columbus Asset Advisors LLC 167 - 2024-03-31 33,487 $2,840,000 -9,941
   HIGHTOWER ADVISORS, LLC 1333 - 2024-03-31 27,301 $2,318,000 -510
   ROSENBLUM SILVERMAN SUTTON S F INC /CA 37 - 2024-03-31 27,137 $2,301,000 -1,255
   INVESCO LTD 2529 - 2024-03-31 26,330 $2,233,000 -964,873
   MetLife Investment Advisors LLC 921 - 2024-03-31 25,286 $2,144,000 -499
   TWO SIGMA INVESTMENTS LLC 1340 - 2024-03-31 24,900 $2,112,000 -28,539
   CITIGROUP INC 1747 - 2024-03-31 24,542 $2,081,000 -7,759
   AMERICAN INTERNATIONAL GROUP INC 992 - 2024-03-31 24,516 $2,079,000 -211
   DORSEY & WHITNEY TRUST CO LLC 129 - 2024-03-31 24,443 $2,073,000 -283
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 898 - 2024-03-31 23,619 $2,003,000 -1,919
   MARINER WEALTH ADVISORS, LLC 1186 - 2024-03-31 20,686 $1,754,000 -338
   PNC FINANCIAL SERVICES GROUP INC 958 - 2024-03-31 19,845 $1,683,000 -147
   US BANCORP 911 - 2024-03-31 19,254 $1,633,000 -4,391
   Legacy Bridge LLC 32 - 2024-03-31 19,164 $1,625,000 -1,100
   Vontobel Holding Ltd. 491 - 2023-12-31 14,928 $1,516,000 -462
   AZZAD ASSET MANAGEMENT INC /ADV 192 - 2024-03-31 17,871 $1,515,000 -62
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 171 - 2024-03-31 17,746 $1,505,000 -9
   DIMENSIONAL FUND ADVISORS INC 2850 - 2024-03-31 17,609 $1,493,000 -7,326
   Assenagon Asset Management S.A. 950 - 2024-03-31 16,707 $1,417,000 -219
   Ensign Peak Advisors Inc 1121 - 2024-03-31 16,117 $1,367,000 -813
   ARIZONA STATE RETIREMENT SYSTEM 995 - 2024-03-31 13,107 $1,111,000 -124
   Dynamic Technology Lab Private Ltd 293 - 2024-03-31 13,039 $1,106,000 -1,520
   Cubist Systematic Strategies LLC 1118 - 2024-03-31 12,552 $1,064,000 -11,784
   OCCUDO QUANTITATIVE STRATEGIES LP 152 - 2024-03-31 12,526 $1,062,000 -35,537
   CAPTRUST FINANCIAL ADVISORS 1168 - 2024-03-31 10,875 $922,000 -9,990
   Numerai GP LLC 100 - 2024-03-31 9,524 $808,000 -32,749
   Envestnet Portfolio Solutions Inc. 946 - 2024-03-31 8,978 $761,000 -211
   Icon Wealth Partners LLC 142 - 2023-09-30 6,925 $702,000 -180
   VIRGINIA RETIREMENT SYSTEMS ET AL 605 - 2023-09-30 6,800 $689,000 -200
   STATE BANK & TRUST 123 - 2024-03-31 7,990 $678,000 -1,149
   BANK OF MONTREAL /CAN/ 1893 - 2024-03-31 7,663 $657,000 -259
   PARK AVENUE SECURITIES LLC 865 - 2024-03-31 7,170 $608,000 -93
   Corton Capital Inc. 114 - 2024-03-31 6,986 $592,000 -330
   COMMONWEALTH EQUITY SERVICES LLC. 2666 - 2024-03-31 6,888 $584,000 -3,861
   HARBOR CAPITAL ADVISORS INC. 360 - 2024-03-31 6,608 $560,000 -3,124
   MERCER GLOBAL ADVISORS INC /ADV 1247 - 2024-03-31 1,966 $525,000 -79
   FDX ADVISORS, INC. - 2024-03-31 6,139 $521,000 -13
   STONNINGTON GROUP LLC 153 - 2023-03-31 5,000 $486,000 -1,000
   Icon Wealth Advisors LLC 218 - 2024-03-31 5,586 $474,000 -563
   Voya Financial Advisors Inc. 165 - 2024-03-31 5,233 $442,000 -203
   CITADEL ADVISORS LLC 3889 - 2024-03-31 5,043 $428,000 -35,959
   PRUDENTIAL FINANCIAL INC 2230 - 2024-03-31 4,867 $413,000 -2,271
   Woodline Partners LP 478 - 2024-03-31 4,787 $406,000 -29,025
   SAGE RHINO CAPITAL LLC 148 - 2024-03-31 4,529 $384,000 -34
   TRANSATLANTIQUE PRIVATE WEALTH LLC 171 - 2024-03-31 4,278 $363,000 -218
   Foster Group Inc. 149 - 2024-03-31 4,073 $345,000 -295
   STRS OHIO 1440 - 2024-03-31 3,500 $296,000 -1,600
   AtonRa Partners 83 - 2023-12-31 2,618 $266,000 -401
   FIS GROUP INC. 1107 - 2024-03-31 3,013 $256,000 -6
   BLAIR WILLIAM & CO/IL 1311 - 2024-03-31 2,992 $254,000 -310
   Oracle Alpha Inc. 113 - 2024-03-31 2,944 $250,000 -256
   BB&T CORP 2354 - 2024-03-31 2,934 $249,000 -334
   We Are One Seven LLC 805 - 2024-03-31 2,668 $226,000 -536
   METROPOLITAN LIFE INSURANCE CO/NY 674 - 2024-03-31 2,613 $222,000 -202
   Summit Global Investments - 2024-03-31 2,582 $219,000 -321
   CLS INVESTMENT FIRM LLC 1286 - 2022-12-31 2,454 $206,000 -1,174
   Atria Wealth Solutions Inc. 1808 - 2024-03-31 2,395 $203,000 -80
  100 Records found
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