13F

Stock

Workiva Inc

WK · held by 15 managers

Reported value

$146.7M

Holders

15

+0 new · −1 exited

Holders’ est. mark

$2.89M

Price effect on 3 books still in the name

Largest holder

$101.5M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY12.7M$101.5MHeld
BANK OF AMERICA CORP /DE/417.8K$35.7MHeld
BARCLAYS PLC92.2K$7.94M$2.82MCut−$474.8K
GROUPAMA ASSET MANAGMENT500K$494.4KHeld
MIRABELLA FINANCIAL SERVICES LLP4.07K$350.1KHeld
Henshaw Capital LLC4.05K$348.6K$71.4KCut−$29.6K
RIA Advisory Group LLC3.54K$304.6KHeld
Allworth Financial LP412$35.5KHeld
Essential Partners LLC389$33.5K$4.99KAdded$14.1K
IFP Advisors, Inc104$8.95KHeld
KBC Group NV1.43K$123Held
MV CAPITAL MANAGEMENT, INC.1$87Held
FNY Investment Advisers, LLC1K$86Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.