Запись по ценной бумаге
WK
Workiva Inc. · Technology · Software - Application
113Отслеживаемые держатели
+8Δ держателей
31.23MАкций в держании
$1.52BОтчётная стоимость
+16Новые позиции
−10Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.6% ·
поток акций +14.7% ·
новые чистые позиции +5.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | +8 | 31.23M | $1.52B | +16 | −10 |
| Q1 2026 | 110 | -11 | 27.49M | $1.64B | +7 | −19 |
| Q4 2025 | 121 | +1 | 34.05M | $2.94B | +3 | −1 |
| Q3 2025 | 18 | +1 | 20.04M | $1.72B | +2 | −2 |
| Q2 2025 | 15 | +1 | 17.82M | $1.22B | +1 | — |
| Q1 2025 | 11 | -1 | 5.06M | $384.30M | +1 | −2 |
| Q4 2024 | 12 | +1 | 4.69M | $513.68M | +2 | −1 |
| Q3 2024 | 10 | 0 | 2.86M | $226.61M | — | — |
| Q2 2024 | 10 | — | 3.08M | $225.15M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 5.51M | +18.8% | $267.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×17 |
| 2 | Hotchkis & Wiley Capital Management… | 2.58M | +53.5% | $125.06M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 2.29M | +1.3% | $110.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.70M | -5.0% | $82.32M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (пассивный) | 1.48M | +15.7% | $71.58M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 1.42M | +28.0% | $68.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Geode Capital Management ✦ (пассивный) | 1.29M | +5.5% | $62.79M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Squarepoint Ops LLC | 1.25M | +110.7% | $60.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | First Trust Advisors Lp | 1.13M | +30.5% | $54.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 966.64K | +79.3% | $46.89M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 804.18K | +103.6% | $39.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | UBS Group AG | 787.65K | -30.2% | $38.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 713.21K | +112.1% | $34.60M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 14 | Qube Research & Technologies Ltd | 699.73K | +92.6% | $33.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 669.72K | -17.5% | $32.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 16 | Northern Trust Corp | 527.94K | +9.4% | $25.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | Morgan Stanley ✦ | 526.63K | +74.2% | $25.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 18 | Loomis Sayles & Co L P | 487.36K | -5.4% | $23.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Charles Schwab Investment… | 437.17K | +2.3% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 349.94K | -49.5% | $16.98M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 21 | Marshall Wace ✦ | 331.48K | +4908.8% | $16.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Two Sigma Investments ✦ | 320.42K | +34.4% | $15.54M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Nuveen, LLC | 318.57K | -34.7% | $15.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Susquehanna International Group, Llp | 284.63K | +986.4% | $13.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Russell Investments Group, Ltd. | 243.58K | +112.2% | $11.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 26 | Bank of New York Mellon Corp | 211.12K | -7.2% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 27 | Man Group plc | 194.81K | +115.0% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Assenagon Asset Management S.A. | 192.15K | Новый | $9.32M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Royal Bank Of Canada | 187.97K | -15.8% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Federated Hermes, Inc. | 176.03K | +46.4% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | JPMorgan Chase ✦ | 164.70K | -13.8% | $8.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 32 | Connor, Clark & Lunn Investment… | 160.79K | +18.4% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Canada Pension Plan Investment Board | 132.10K | -1.1% | $6.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 129.54K | -38.1% | $6.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 119.50K | -13.7% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 117.90K | -7.5% | $5.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 37 | Hrt Financial Lp | 109.50K | Новый | $5.31M | 0.0% | New | 1 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 105.13K | Новый | $5.10M | 0.0% | New | 1 | SEC ↗ |
| 39 | Swiss National Bank | 101.42K | +2.9% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 99.71K | -15.0% | $4.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 79.52K | -1.5% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Alliancebernstein L.P. | 64.56K | +8.9% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 78.98K | +277.2% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Barclays Plc | 77.27K | +61.4% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Bnp Paribas Financial Markets | 76.94K | +235.4% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | State Of Wisconsin Investment Board | 74.36K | -6.8% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 68.13K | +15.4% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Rhumbline Advisers | 66.87K | +0.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Sei Investments Co | 65.09K | +24.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Ameriprise Financial Inc | 61.75K | -77.4% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Citigroup Inc | 56.27K | +12.4% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | Victory Capital Management Inc | 53.74K | +832.0% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 52.31K | +41.7% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 51.17K | +12.6% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Prudential Financial Inc | 50.80K | -37.2% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Invesco Ltd. | 50.61K | +4.3% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 57 | Envestnet Asset Management Inc | 48.69K | -9.7% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Hsbc Holdings Plc | 46.08K | +181.4% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Allianz Asset Management GmbH | 45.07K | +53.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Holocene Advisors, LP | 43.23K | Новый | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 61 | Legal & General Group Plc | 41.65K | +0.2% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 62 | Millennium Management ✦ | 41.13K | -67.7% | $2.00M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 63 | Wellington Management ✦ | 37.12K | Новый | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 64 | Raymond James Financial Inc | 29.48K | -8.4% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Corient Private Wealth LP | 28.96K | +33.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 28.74K | -25.3% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Mariner, LLC | 28.08K | +28.9% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 26.45K | +10.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 25.29K | +307.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 70 | BNP Paribas Asset Management… | 24.29K | -16.1% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 71 | Franklin Resources Inc | 23.70K | +65.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 72 | Zurcher Kantonalbank (Zurich… | 23.01K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 73 | Creative Planning | 21.24K | -33.6% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Mackenzie Financial Corp | 21.11K | Новый | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 19.22K | +81.4% | $932,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Daiwa Securities Group Inc. | 19.10K | Новый | $926,541 | 0.0% | New | 1 | SEC ↗ |
| 77 | New York State Common Retirement… | 19.02K | +13.1% | $922,612 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 14.81K | +155.6% | $772,899 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Dimensional Fund Advisors Lp | 15.32K | -10.5% | $743,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bridgewater Associates ✦ | 15.31K | Новый | $742,543 | 0.0% | New | 1 | SEC ↗ |
| 81 | Tudor Investment Corp Et Al | 14.71K | -91.8% | $713,485 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 14.04K | Новый | $680,886 | 0.0% | New | 1 | SEC ↗ |
| 83 | LPL Financial LLC | 13.80K | -0.8% | $669,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | State Board Of Administration Of… | 13.54K | 0.0% | $656,825 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Nomura Asset Management… | 13.41K | -98.0% | $651,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Nordea Investment Management Ab | 11.54K | Новый | $556,102 | 0.0% | New | 1 | SEC ↗ |
| 87 | Captrust Financial Advisors | 11.36K | +77.6% | $550,831 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Voya Investment Management Llc | 9.95K | +12.7% | $482,820 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Capstone Investment Advisors, Llc | 9.69K | Новый | $470,159 | 0.0% | New | 1 | SEC ↗ |
| 90 | Empower Advisory Group, LLC | 8.49K | -0.4% | $411,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Stifel Financial Corp | 8.46K | +25.2% | $410,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Mirae Asset Global Investments Co.… | 8.26K | +80.2% | $400,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 7.93K | +4.7% | $384,588 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | ProShare Advisors LLC | 7.65K | -0.3% | $371,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Focus Partners Wealth | 7.51K | +20.7% | $364,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 7.49K | 0.0% | $363,534 | 0.0% | Held | 3 | SEC ↗ |
| 97 | Sumitomo Mitsui Trust Group, Inc. | 6.50K | Новый | $315,315 | 0.0% | New | 1 | SEC ↗ |
| 98 | Universal- Beteiligungs- und… | 5.63K | -79.3% | $273,208 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Commonwealth Equity Services, Llc | 5.38K | -1.7% | $261,230 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Allspring Global Investments… | 4.37K | +10.2% | $221,749 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Assenagon Asset Management… | $9.32M | 0.0% |
| Hrt Financial Lp | $5.31M | 0.0% |
| Point72 Asset Management | $5.10M | 0.0% |
| Holocene Advisors, LP | $2.10M | 0.0% |
| Wellington Management | $1.80M | 0.0% |
| Mackenzie Financial Corp | $1.02M | 0.0% |
| Daiwa Securities Group Inc. | $926,541 | 0.0% |
| Bridgewater Associates | $742,543 | 0.0% |
| Mitsubishi UFJ Trust &… | $680,886 | 0.0% |
| Nordea Investment Management… | $556,102 | 0.0% |
| Capstone Investment Advisors… | $470,159 | 0.0% |
| Sumitomo Mitsui Trust Group… | $315,315 | 0.0% |
Закрыто
| Jane Street Group, Llc | $18.32M | составлял 0.0% |
| Healthcare Of Ontario Pension… | $5.11M | составлял 0.0% |
| HighTower Advisors, LLC | $910,580 | составлял 0.0% |
| Amundi | $693,139 | составлял 0.0% |
| Bank Of Montreal /Can/ | $227,489 | составлял 0.0% |
| Principal Financial Group Inc | $218,902 | составлял 0.0% |
| Lazard Asset Management Llc | $113,953 | составлял 0.0% |
| LMR Partners LLP | $43,112 | составлял 0.0% |
| Optiver Holding B.V. | $37,030 | составлял 0.0% |
| Assetmark, Inc | $2,862 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 314 держатели, 48.70M акции, $2.85B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Aug 14
SC 13G — Jericho Capital Asset Management L.P.
Jul 31
SC 13G — VANGUARD CAPITAL MANAGEMENT LLC
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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