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Get Institutions for : 
Workiva Llc (WK)  
$82.06 0.18 (0.22%) as of 4:30 Tue 5/7


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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 : 
 $99.77  
Last Quarter's Ending Price : 
 $101.53  
Last Quarter's Average Price : 
 $96.44  
Change from last quarter's     
avg. price to the last closing  : 
14.38 (14.91%)  




 
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 :
3
0
 0%
 
View holdings for period: 3-31-2022 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 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 962 - 2023-12-31 5,004,409 $508,098,000 51,284
   BLACKROCK INC. 1141 - 2023-12-31 4,045,157 $410,705,000 271,464
   FMR LLC 663 - 2023-12-31 2,433,438 $247,067,000 592,150
   MACQUARIE GROUP LTD 92 - 2023-12-31 2,032,154 $206,325,000 8,265
   T. Rowe Price Investment Management Inc. 213 - 2023-12-31 1,568,359 $159,236,000 3,836
   AMERIPRISE FINANCIAL INC 375 - 2023-12-31 1,553,293 $157,706,000 5,675
   J P MORGAN CHASE & CO 670 - 2023-12-31 1,431,128 $145,302,000 5,685
   ARTISAN PARTNERS LIMITED PARTNERSHIP 113 - 2023-12-31 1,275,009 $129,452,000 51,506
   BROWN CAPITAL MANAGEMENT INC 21 - 2023-12-31 1,271,707 $129,116,000 234,255
   STATE STREET CORP 1186 - 2023-12-31 1,166,861 $118,471,000 89,783
   GEODE CAPITAL MANAGEMENT LLC 846 - 2023-12-31 1,022,664 $103,843,000 62,713
   CONESTOGA CAPITAL ADVISORS LLC 31 - 2024-03-31 1,156,215 $98,047,000 203,485
   LOOMIS SAYLES & CO L P 83 - 2023-12-31 701,008 $71,173,000 17,590
   FIRST TRUST ADVISORS LP 379 - 2023-12-31 626,803 $63,639,000 47,256
   RENAISSANCE TECHNOLOGIES LLC 249 - 2023-12-31 617,600 $62,705,000 73,400
   NORTHERN TRUST CORP 872 - 2023-12-31 596,813 $60,594,000 2,468
   NEW YORK STATE COMMON RETIREMENT FUND 267 - 2023-12-31 442,684 $44,946,000 45,334
   TIMESSQUARE CAPITAL MANAGEMENT LLC 65 - 2023-12-31 418,635 $42,504,000 20,445
   Standard Life Aberdeen plc 232 - 2023-12-31 404,788 $41,098,000 4,087
   MILLENNIUM MANAGEMENT LLC 586 - 2023-12-31 404,067 $41,025,000 5,909
   RANGER INVESTMENT MANAGEMENT LP 9 - 2023-12-31 394,686 $40,072,000 2,000
   NUVEEN ASSET MANAGEMENT, LLC 796 - 2023-12-31 342,662 $34,790,000 27,611
   UBS Group AG 837 - 2023-12-31 341,252 $34,647,000 38,613
   BANK OF AMERICA CORP /DE/ 1390 - 2023-12-31 339,227 $34,442,000 611
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 250 - 2024-03-31 349,789 $34,164,000 80,551
   BANK OF NEW YORK MELLON CORP 1360 - 2024-03-31 343,729 $29,148,000 2,960
   MORGAN STANLEY 2372 - 2023-12-31 262,608 $26,663,000 66,576
   GOLDMAN SACHS GROUP INC/ 1459 - 2023-12-31 226,488 $22,995,000 16,912
   BESSEMER GROUP INC 225 - 2023-12-31 190,647 $19,356,000 70,587
   VISTA EQUITY PARTNERS III, LLC 13 - 2023-12-31 178,777 $18,151,000 27,258
   Qube Research & Technologies Ltd 556 - 2023-12-31 117,084 $11,888,000 100,798
   ROYAL BANK OF CANADA 1359 - 2023-12-31 116,804 $11,859,000 11,694
   Man Group plc 538 - 2023-12-31 113,267 $11,500,000 113,267
   STATE OF WISCONSIN INVESTMENT BOARD 537 - 2023-12-31 111,568 $11,327,000 53,300
   BARCLAYS PLC 1103 - 2023-12-31 88,110 $8,946,000 70,054
   JANE STREET GROUP LLC 1014 - 2023-12-31 86,900 $8,823,000 72,857
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM - 2024-03-31 91,374 $7,749,000 2,501
   Advantage Alpha Capital Partners LP 24 - 2023-12-31 69,466 $7,053,000 30,913
   B. Metzler seel. Sohn & Co. AG 134 - 2023-12-31 67,000 $6,803,000 14,000
   ALLIANCEBERNSTEIN L.P. 1381 - 2023-12-31 61,926 $6,287,000 4,834
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1154 - 2023-12-31 55,919 $5,677,000 1,653
   INGALLS & SNYDER LLC 73 - 2023-12-31 49,878 $5,064,000 438
   BRIDGER CAPITAL MANAGEMENT LLC 4 - 2024-03-31 58,878 $4,993,000 626
   OCCUDO QUANTITATIVE STRATEGIES LP 23 - 2023-12-31 48,063 $4,880,000 48,063
   ING INVESTMENT MANAGEMENT LLC 875 - 2023-12-31 47,861 $4,859,000 28,429
   NEXT CENTURY GROWTH INVESTORS LLC 61 - 2023-12-31 46,195 $4,690,000 6,296
   Resources Investment Advisors Inc. 199 - 2023-12-31 44,751 $4,544,000 1,385
   Knights of Columbus Asset Advisors LLC 146 - 2023-12-31 43,428 $4,409,000 22,553
   RAYMOND JAMES & ASSOCIATES 1673 - 2024-03-31 51,814 $4,394,000 16,738
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 50,689 $4,298,000 4,584
   AQR CAPITAL MANAGEMENT LLC 1086 - 2023-12-31 36,015 $3,657,000 21,139
   CITIGROUP INC 1312 - 2023-12-31 32,301 $3,280,000 7,227
   Jump Financial LLC 259 - 2023-12-31 27,743 $2,817,000 20,931
   HIGHTOWER ADVISORS, LLC 1226 - 2023-12-31 27,811 $2,810,000 335
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 32,809 $2,782,000 6,058
   MANUFACTURERES LIFE INSURANCE CO 1355 - 2023-12-31 26,875 $2,729,000 29
   BALYASNY ASSET MANAGEMENT LLC 943 - 2023-12-31 25,126 $2,551,000 9,040
   DIMENSIONAL FUND ADVISORS INC 2743 - 2023-12-31 24,935 $2,532,000 97
   AMERICAN INTERNATIONAL GROUP INC 925 - 2023-12-31 24,727 $2,511,000 304
   Engineers Gate Manager LP 381 - 2023-12-31 24,693 $2,507,000 13,609
   PICTON MAHONEY ASSET MANAGEMENT 173 - 2023-12-31 24,515 $2,488,000 845
   Aquatic Capital Management LLC 284 - 2023-12-31 24,200 $2,457,000 20,800
   JANUS HENDERSON GROUP PLC 1151 - 2023-12-31 22,998 $2,335,000 4,613
   MARINER WEALTH ADVISORS, LLC 1026 - 2023-12-31 21,024 $2,135,000 3,256
   CAPTRUST FINANCIAL ADVISORS 878 - 2023-12-31 20,865 $2,118,000 775
   PNC FINANCIAL SERVICES GROUP INC 878 - 2023-12-31 19,992 $2,030,000 5,922
   QUANTBOT TECHNOLOGIES LLC 311 - 2023-12-31 17,554 $1,782,000 10,257
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 806 - 2024-03-31 20,390 $1,729,000 10,195
   Ensign Peak Advisors Inc 984 - 2023-12-31 16,930 $1,719,000 700
   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
   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
   Semanteon Capital Management LP 41 - 2024-03-31 14,807 $1,256,000 4,995
   Schonfeld Strategic Advisors LLC 914 - 2023-12-31 11,314 $1,149,000 11,314
   FINANCIAL COUNSELORS INC 319 - 2024-03-31 13,142 $1,114,000 78
   HARBOR CAPITAL ADVISORS INC. 130 - 2023-12-31 9,732 $988,000 1,059
   DIVERSIFIED TRUST CO 316 - 2024-03-31 11,410 $968,000 5,648
   Vancity Investment Management Ltd 49 - 2023-12-31 9,112 $925,000 1,113
   PETRUS TRUST COMPANY, LTA 53 - 2023-12-31 9,038 $918,000 1,447
   ExodusPoint Capital Management LP 786 - 2023-12-31 8,938 $907,000 8,938
   PROSHARE ADVISORS LLC 792 - 2023-12-31 8,678 $881,000 1,998
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 10,170 $862,000 3,712
   MML INVESTORS SERVICES LLC 1465 - 2023-12-31 8,216 $834,000 388
   BANK OF MONTREAL /CAN/ 1729 - 2023-12-31 7,922 $824,000 605
   Handelsbanken Fonder AB 891 - 2023-12-31 8,000 $812,000 1,100
   TOWER RESEARCH CAPITAL LLC 1037 - 2023-12-31 7,598 $771,000 5,840
   Corton Capital Inc. 90 - 2023-12-31 7,316 $743,000 4,138
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1129 - 2023-09-30 6,527 $661,000 147
   PICTET ASSET MANAGEMENT SA 1173 - 2023-06-30 5,712 $581,000 234
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 6,686 $567,000 951
   TEACHER RETIREMENT SYSTEM OF TEXAS 1307 - 2023-12-31 5,570 $566,000 483
   SCHRODER INVESTMENT MANAGEMENT GROUP 1006 - 2023-12-31 5,188 $540,000 461
   CWM LLC 1118 - 2024-03-31 6,047 $513,000 4
   Inspire Advisors LLC 173 - 2023-12-31 5,024 $510,000 5,024
   SUMMIT INVESTMENT ADVISORS INC 789 - 2023-12-31 5,024 $510,000 162
   FORA Capital LLC 339 - 2024-03-31 5,478 $465,000 801
   HARVEST MANAGEMENT LLC 22 - 2023-12-31 4,200 $426,000 700
   Crossmark Global Holdings Inc. 913 - 2023-12-31 4,169 $423,000 141
   RIA Advisory Group LLC 80 - 2024-03-31 4,761 $404,000 4,761
  100 Records found
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