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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
   RIVERBRIDGE PARTNERS LLC 15 - 2024-03-31 1,947,638 $165,160,000 -57,638
   INVESCO LTD 759 - 2023-12-31 991,203 $100,637,000 -185,848
   BROWN ADVISORY HOLDINGS INC 144 - 2024-03-31 1,090,360 $92,463,000 -3,170
   CHAMPLAIN INVESTMENT PARTNERS LLC 83 - 2023-12-31 847,169 $86,013,000 -44,014
   MAIRS & POWER INC 38 - 2023-12-31 768,573 $78,033,000 -24,692
   THRIVENT FINANCIAL FOR LUTHERANS 233 - 2023-12-31 564,504 $57,314,000 -71,608
   DF DENT & CO INC 47 - 2023-12-31 494,192 $50,175,000 -31,764
   GRANAHAN INVESTMENT MANAGEMENT INC/MA 18 - 2023-12-31 419,090 $42,550,000 -16,611
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1111 - 2023-12-31 416,805 $42,318,000 -411
   PRICE T ROWE ASSOCIATES INC /MD/ 765 - 2023-12-31 402,019 $40,817,000 -36
   CLEARBRIDGE ADVISORS LLC 364 - 2023-12-31 383,061 $38,892,000 -5,457
   DEUTSCHE BANK AG 604 - 2023-12-31 374,332 $38,006,000 -4,691
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 206 - 2023-12-31 328,887 $33,392,000 -25,637
   SEI INVESTMENTS CO 460 - 2023-12-31 255,905 $25,982,000 -46,689
   ENVESTNET ASSET MANAGEMENT INC 932 - 2023-12-31 234,849 $23,844,000 -2,841
   D E SHAW & CO INC 525 - 2023-12-31 182,034 $18,482,000 -50,501
   Squarepoint Ops LLC 297 - 2023-12-31 172,071 $17,470,000 -4,335
   WELLINGTON MANAGEMENT CO LLP 979 - 2023-12-31 156,745 $15,914,000 -47,697
   SEGALL BRYANT & HAMILL 135 - 2023-12-31 140,612 $14,276,000 -552
   TWO SIGMA ADVISERS, LLC 454 - 2023-12-31 121,600 $12,346,000 -60,800
   FEDERATED INVESTORS INC /PA/ 535 - 2023-12-31 109,545 $11,122,000 -13,406
   NATIXIS ASSET MANAGEMENT ADVISORS LP 574 - 2024-03-31 130,985 $11,108,000 -52,721
   CREDIT SUISSE/ 885 - 2023-12-31 105,292 $10,690,000 -7,750
   AXA 374 - 2023-12-31 105,117 $10,673,000 -6,165
   Russell Investments Group Ltd. 803 - 2023-12-31 95,355 $9,681,000 -18,775
   Swiss National Bank 913 - 2023-12-31 93,221 $9,465,000 -15,700
   OPPENHEIMER ASSET MANAGEMENT INC 203 - 2023-12-31 84,738 $8,603,000 -1,818
   RHUMBLINE ADVISERS 1202 - 2023-12-31 73,279 $7,440,000 -281
   COMERICA BANK 518 - 2023-12-31 71,056 $7,214,000 -114
   KING LUTHER CAPITAL MANAGEMENT CORP 173 - 2023-12-31 66,447 $6,746,000 -2,936
   GREAT WEST LIFE ASSURANCE CO /CAN/ 653 - 2023-12-31 66,322 $6,724,000 -161
   TWO SIGMA INVESTMENTS LLC 848 - 2023-12-31 53,439 $5,426,000 -129,365
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 901 - 2023-12-31 50,339 $5,111,000 -4,272
   STIFEL FINANCIAL CORP 1099 - 2023-12-31 48,719 $4,946,000 -851
   LEGAL & GENERAL GROUP PLC 1513 - 2023-12-31 48,053 $4,879,000 -95
   Numerai GP LLC 8 - 2023-12-31 42,273 $4,292,000 -21,827
   Trexquant Investment LP 300 - 2023-12-31 42,170 $4,282,000 -18,363
   FRONTIER CAPITAL MANAGEMENT CO LLC 241 - 2023-12-31 41,172 $4,180,000 -3,785
   CITADEL ADVISORS LLC 1698 - 2023-12-31 41,002 $4,163,000 -45,431
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1306 - 2023-12-31 38,383 $3,897,000 -50,393
   ROYCE & ASSOCIATES LLC 550 - 2023-12-31 37,597 $3,817,000 -1,190
   MOODY ALDRICH PARTNERS LLC 74 - 2024-03-31 41,733 $3,539,000 -3,514
   Woodline Partners LP 347 - 2023-12-31 33,812 $3,433,000 -37,572
   HILLSDALE INVESTMENT MANAGEMENT INC. 145 - 2023-12-31 32,850 $3,335,000 -3,710
   REDWOOD INVESTMENTS LLC 62 - 2023-12-31 29,314 $2,976,000 -148,474
   ROSENBLUM SILVERMAN SUTTON S F INC /CA 34 - 2023-12-31 28,392 $2,883,000 -4,710
   Vontobel Holding Ltd. 435 - 2023-12-31 26,628 $2,704,000 -462
   DORSEY & WHITNEY TRUST CO LLC 115 - 2023-12-31 24,726 $2,510,000 -486
   Cubist Systematic Strategies LLC 734 - 2023-12-31 24,336 $2,471,000 -17,517
   US BANCORP 760 - 2023-12-31 23,645 $2,401,000 -2,966
   WELLS FARGO & CO/MN 2405 - 2023-12-31 22,757 $2,311,000 -8,786
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 23,619 $2,003,000 -1,919
   LPL FINANCIAL CORP 2422 - 2023-12-31 18,733 $1,902,000 -2,041
   FINANCIAL NETWORK 1037 - 2023-12-31 16,984 $1,724,000 -49
   Legacy Bridge LLC 32 - 2024-03-31 19,164 $1,625,000 -1,100
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 17,746 $1,505,000 -9
   Dynamic Technology Lab Private Ltd 190 - 2023-12-31 14,559 $1,478,000 -831
   Assenagon Asset Management S.A. 950 - 2024-03-31 16,707 $1,417,000 -219
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 13,231 $1,343,000 -875
   ADVISORY RESEARCH INC 135 - 2023-12-31 12,666 $1,286,000 -11,871
   NATIXIS 475 - 2023-12-31 11,730 $1,191,000 -296
   Advisor Group Holdings Inc. 2385 - 2023-12-31 11,127 $1,129,000 -5,567
   Quadrature Capital LTD 448 - 2023-12-31 9,304 $944,000 -12,661
   Envestnet Portfolio Solutions Inc. 807 - 2023-12-31 9,189 $933,000 -343
   GLENMEDE TRUST CO NA 715 - 2023-12-31 8,965 $910,000 -1,915
   PRUDENTIAL FINANCIAL INC 1970 - 2023-12-31 7,138 $725,000 -121
   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
   Icon Wealth Advisors LLC 166 - 2023-12-31 6,149 $624,000 -345
   PARK AVENUE SECURITIES LLC 865 - 2024-03-31 7,170 $608,000 -93
   COMMONWEALTH EQUITY SERVICES LLC. 2666 - 2024-03-31 6,888 $584,000 -3,861
   Voya Financial Advisors Inc. 133 - 2023-12-31 5,436 $562,000 -27
   FDX ADVISORS, INC. - 2024-03-31 6,139 $521,000 -13
   STRS OHIO 1268 - 2023-12-31 5,100 $517,000 -700
   STONNINGTON GROUP LLC 153 - 2023-03-31 5,000 $486,000 -1,000
   TRANSATLANTIQUE PRIVATE WEALTH LLC 150 - 2023-12-31 4,496 $456,000 -388
   CREATIVE PLANNING 1805 - 2023-12-31 4,211 $428,000 -418
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 801 - 2023-12-31 4,000 $406,000 -19,000
   SAGE RHINO CAPITAL LLC 148 - 2024-03-31 4,529 $384,000 -34
   Foster Group Inc. 149 - 2024-03-31 4,073 $345,000 -295
   JustInvest LLC 1151 - 2023-12-31 3,396 $345,000 -417
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1126 - 2023-12-31 3,371 $342,000 -100
   BB&T CORP 2195 - 2023-12-31 3,268 $332,000 -24
   We Are One Seven LLC 674 - 2023-12-31 3,204 $325,000 -272
   Baron Wealth Management LLC 99 - 2023-12-31 3,144 $319,000 -2
   FIS GROUP INC. 1055 - 2023-12-31 3,019 $307,000 -820
   MQS Management LLC 264 - 2023-12-31 3,002 $305,000 -1,152
   Baird Financial Group Inc. 1525 - 2023-12-31 2,886 $293,000 -124
   LAZARD ASSET MANAGEMENT LLC 1089 - 2023-12-31 2,640 $267,000 -150,701
   AtonRa Partners 83 - 2023-12-31 2,618 $266,000 -401
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1296 - 2023-12-31 2,467 $250,000 -361
   Mount Yale Investment Advisors LLC 453 - 2023-12-31 2,284 $232,000 -28
   Summit Global Investments - 2024-03-31 2,582 $219,000 -321
   SHELL ASSET MANAGEMENT CO 833 - 2023-12-31 2,078 $211,000 -624
   MERCER GLOBAL ADVISORS INC /ADV 1817 - 2023-12-31 2,045 $208,000 -80
   CLS INVESTMENT FIRM LLC 1286 - 2022-12-31 2,454 $206,000 -1,174
   Orion Portfolio Solutions LLC 1559 - 2023-12-31 2,212 $206,000 -763
   Beacon Pointe Advisors LLC 1195 - 2023-12-31 2,000 $203,000 -15
   State of Wyoming 575 - 2023-12-31 1,917 $195,000 -2,610
  100 Records found
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