Skip to content
Disclosery

WK WORKIVA INC

Follow

Stock (common), issuer CIK 1445305

306 managers (315 13F filers) reported a position in WK shares at 2024-12-31, 47,207,559 shares in all. 50 filers opened a position and 37 filers sold out during the quarter.

Managers
306
13F filers
315
New
50
Added
95
Reduced
114
Sold out
37
Shares held by filers
47,207,559

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Inlight Wealth Management, LLC3,607$395K0.26%13F-HRTimeline
CenterBook Partners LP3,528$386K0.02%-3,45513F-HRTimeline
Hardy Reed LLC3,463$379K0.03%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,451$378K0.03%-68,85113F-HRTimeline
Entropy Technologies, LP3,427$375K0.04%-1,60013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,382$370K0.12%013F-HRTimeline
Quantinno Capital Management LP3,342$366K<0.01%+72013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,307$362K0.01%+6013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,282$359K<0.01%013F-HR/ATimeline
Foster Group, Inc.3,038$333K0.01%-97613F-HRTimeline
Capital Wealth Planning, LLC3,000$328K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,969$325K<0.01%+24013F-HRTimelineGroup
Icon Wealth Advisors, LLC2,906$318K0.03%-21413F-HRTimeline
WEALTH ALLIANCE, LLC2,795$306K0.04%-3913F-HRTimeline
Parkside Financial Bank & Trust2,774$304K0.04%-30313F-HRTimeline
BLAIR WILLIAM & CO/IL2,744$300K<0.01%-16113F-HRTimeline
Baron Wealth Management LLC2,737$300K0.14%013F-HRTimeline
MGO ONE SEVEN LLC2,662$291K0.01%new13F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)2,600$286K<0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,547$279K0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…2,390$266K<0.01%+42313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,429$266K<0.01%+1813F-HRTimelineGroup
BURNEY CO/2,427$266K0.01%-2,22913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,300$252K0.02%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD2,279$250K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,952$243K<0.01%-77213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC2,192$240K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,162$237K<0.01%new13F-HRTimeline
Stonebridge Capital Advisors LLC2,125$233K0.02%new13F-HRTimeline
Legato Capital Management LLC2,064$226K0.03%new13F-HRTimeline
Abacus Planning Group, Inc.2,030$222K0.04%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,021$221K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,000$219K<0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC2,000$219K0.02%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,970$216K<0.01%+39013F-HRTimelineGroup
GTS SECURITIES LLC1,936$212K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,928$211K<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC1,857$203K0.16%013F-HRTimeline
State of Wyoming1,814$199K0.03%+10613F-HRTimeline
SHELL ASSET MANAGEMENT CO1,779$195K0.01%-713F-HRTimeline
AMALGAMATED BANK1,746$191K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,689$185K<0.01%-4613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,452$159K<0.01%+11613F-HRTimeline
GPS Wealth Strategies Group, LLC1,070$117K0.02%013F-HRTimeline
Advisors Asset Management, Inc.1,068$117K<0.01%+6613F-HR/ATimeline
Smartleaf Asset Management LLC900$98.8K0.01%-3113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…885$96.9K0.01%+87913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…797$87.3K<0.01%-5,55513F-HRTimelineGroup
Park Place Capital Corp796$87.2K0.02%013F-HRTimeline
Hilltop National Bank717$78.5K0.02%-5813F-HRTimeline
SIGNATUREFD, LLC653$71.5K<0.01%-813F-HRTimeline
GeoWealth Management, LLC622$68.1K<0.01%+60213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.599$58.8K<0.01%new13F-HRTimelineGroup
Abound Wealth Management500$54.8K0.02%013F-HRTimeline
First Horizon Advisors, Inc.497$54.4K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC341$37.3K0.01%-813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC271$30K<0.01%-90213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…250$27.4K<0.01%013F-HRTimeline
GAMMA Investing LLC247$27K<0.01%+7013F-HRTimeline
Twin Tree Management, LP229$25.1K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK171$18.7K<0.01%-1813F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors169$18.6K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC146$16K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…153$15.1K<0.01%+2013F-HRTimeline
Venturi Wealth Management, LLC123$13.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc118$12.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC103$11.3K<0.01%-613F-HRTimeline
Covestor Ltd95$10K0.01%-6413F-HRTimeline
Allworth Financial LP101$9.99K<0.01%+413F-HRTimeline
Elequin Capital, LP89$9.75K<0.01%+3813F-HRTimeline
Amundiin group Amundi71$7.88K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC68$7.45K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC61$6.68K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$6.02K<0.01%+513F-HRTimeline
Sterling Capital Management LLC51$5.58K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC51$5.58K<0.01%-1013F-HRTimeline
Iron Horse Wealth Management, LLC50$5.47K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46$5.04K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.46$5.04K<0.01%013F-HRTimeline
Global Retirement Partners, LLC44$4.82K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC44$4.82K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.43$4.72K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC41$4.49K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC42$4.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$3.83K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co32$3.5K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.32$3.5K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB28$3.07K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc22$2.41K<0.01%013F-HRTimeline
Lindbrook Capital, LLC21$2.3K<0.01%013F-HRTimeline
Arax Advisory Partners20$2.19K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.16$2K<0.01%-1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC15$2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17$1.86K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC14$1.53K<0.01%013F-HRTimeline
True Wealth Design, LLC12$1.31K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC12$1.31K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA8$847<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB6$657<0.01%013F-HRTimeline
IFP Advisors, Inc5$548<0.01%new13F-HRTimeline
Avior Wealth Management, LLC4$438<0.01%013F-HRTimeline
Grove Bank & Trust2$219<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$110<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1$110<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3$00%-1613F-HRTimelineGroupValue filed as zero, left out of ratios.
Hemington Wealth Management1$00%new13F-HRTimelineValue filed as zero, left out of ratios.