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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GHP INVESTMENT ADVISORS INC 803 *Closed 2024-03-31 0 $0 -394
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1323 *Closed 2024-03-31 0 $0 -3,371
   PICTON MAHONEY ASSET MANAGEMENT 345 *Closed 2024-03-31 0 $0 -24,515
   ExodusPoint Capital Management LP 1340 *Closed 2024-03-31 0 $0 -8,938
   FIRST HAWAIIAN BANK 764 *Closed 2024-03-31 0 $0 -4,050
   VISTA EQUITY PARTNERS III, LLC 35 *Closed 2024-03-31 0 $0 -178,777
   FRONTIER CAPITAL MANAGEMENT CO LLC 272 *Closed 2024-03-31 0 $0 -41,172
   Glassman Wealth Services 691 *Closed 2024-03-31 0 $0 -7
   AFFINITY INVESTMENT ADVISORS, LLC 128 *Closed 2024-03-31 0 $0 -4,096
   Prime Capital Investment Advisors LLC 999 *Closed 2024-03-31 0 $0 -2,409
   MISSION WEALTH MANAGEMENT LLC 638 *Closed 2024-03-31 0 $0 -2,085
   CAPSTONE INVESTMENT ADVISORS LLC 1182 *Closed 2024-03-31 0 $0 -5,119
   Quadrature Capital LTD 1326 *Closed 2024-03-31 0 $0 -9,304
   ADVISORY SERVICES NETWORK, LLC 2622 *Closed 2024-03-31 0 $0 -211
   Inspire Advisors LLC 395 *Closed 2024-03-31 0 $0 -5,024
   TEACHER RETIREMENT SYSTEM OF TEXAS 1769 *Closed 2024-03-31 0 $0 -5,570
   JFS WEALTH ADVISORS, LLC 1933 *Closed 2024-03-31 0 $0 -5
   Vident Advisory LLC 1417 *Closed 2024-03-31 0 $0 -2,881
   Jump Financial LLC 2036 *Closed 2024-03-31 0 $0 -27,743
   SJS Investment Consulting Inc. 1526 *Closed 2024-03-31 0 $0 -2
   HBK INVESTMENTS L P *Closed 2024-03-31 0 $0 -9,879
   NEUBERGER BERMAN GROUP LLC 1865 *Closed 2024-03-31 0 $0 -2,342
   B. Metzler seel. Sohn & Co. AG 762 *Closed 2024-03-31 0 $0 -67,000
   WEDBUSH MORGAN SECURITIES INC 1261 *Closed 2024-03-31 0 $0 -2,025
   Ronald Blue Trust Inc. 2527 *Closed 2024-03-31 0 $0 -17
   Beacon Pointe Advisors LLC 1327 *Closed 2024-03-31 0 $0 -2,000
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 390 *Closed 2024-03-31 0 $0 -2,258
   ADVISORY RESEARCH INC 240 *Closed 2024-03-31 0 $0 -12,666
   HILLSDALE INVESTMENT MANAGEMENT INC. 683 *Closed 2024-03-31 0 $0 -32,850
   Baird Financial Group Inc. 1801 *Closed 2024-03-31 0 $0 -2,886
   ARP AMERICAS LLC 742 *Closed 2024-03-31 0 $0 -6,946
   Aquatic Capital Management LLC 1442 *Closed 2024-03-31 0 $0 -24,200
   Cherry Tree Wealth Management LLC 602 *Closed 2024-03-31 0 $0 -53
   MQS Management LLC 579 *Closed 2024-03-31 0 $0 -3,002
   IFP Advisors Inc 3287 *Closed 2023-12-31 0 $0 -8
   Wealth Alliance 543 *Closed 2024-03-31 0 $0 -2,620
   ROYCE & ASSOCIATES LLC 928 *Closed 2024-03-31 0 $0 -37,597
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1128 *Closed 2024-03-31 0 $0 -4,000
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 945 *Closed 2024-03-31 0 $0 -7,588
   Susquehanna Portfolio Strategies LLC 932 *Closed 2024-03-31 0 $0 -2,100
   AlphaCrest Capital Management LLC 1231 *Closed 2022-12-31 0 $0 -4,862
   DEKABANK DEUTSCHE GIROZENTRALE 1521 *Closed 2024-03-31 0 $0 -314
   NATIXIS 1221 *Closed 2024-03-31 0 $0 -11,730
   Orion Portfolio Solutions LLC 1737 *Closed 2024-03-31 0 $0 -2,212
   CRESTLINE MANAGEMENT, LP 219 *Closed 2024-03-31 0 $0 -37,358
   Migdal Insurance & Financial Holdings Ltd. 530 *Closed 2024-03-31 0 $0 -196
   FORMULA GROWTH LTD 147 *Closed 2024-03-31 0 $0 -3,977
   Unisphere Establishment 69 *Closed 2024-03-31 0 $0 -60,500
   Mount Yale Investment Advisors LLC 561 *Closed 2024-03-31 0 $0 -2,284
   TWINBEECH CAPITAL LP 907 *Closed 2024-03-31 0 $0 -17,014
   Steward Partners Investment Advisory LLC 3582 *Closed 2024-03-31 0 $0 -100
   REDWOOD INVESTMENTS LLC 128 *Closed 2024-03-31 0 $0 -29,314
   VIRTU FINANCIAL LLC 2183 *Closed 2024-03-31 0 $0 -7,454
   PEAK6 Investments LLC 1233 *Closed 2024-03-31 0 $0 -4,151
  54 Records found
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