Security key
98138J404
- Security type / class
- Equity / Stock
- Total 13F shares
- 505,731
- Total 13F value
- $555,370
- Share change
- +266,209
- Put/Call ratio
- 25%
- SEC-reported price per share
- $1.10
- Number of holders
- 61
- Value change
- +$289,245
- Number of buys
- 24
- Number of sells
- 21
Open additional details 1 more signal available
Report period
Q2 2025
Institutions
61
Top holders
10
WKHS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Workhorse Group Inc. SEC filings
Workhorse Group Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98138J404
Recent filing periods:
Ownership snapshot
Top reported holders of WKHS - Workhorse Group Inc. - Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
H. Benjamin Samuels
Disclosed value leader
H. Benjamin Samuels
Comparable rows
0/15
Latest evidence
31 Mar 2025
3/4/5
13F
Highest disclosed value: $242,825
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
H. Benjamin Samuels has the largest disclosed position value at $242.8K.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens H. Benjamin Samuels's linked filing trail.
Disclosed position value
Top 5
H. Benjamin Samuels
$242.8K
Kerry Roraff
$184.2K
Workhorse Group Inc.
$147.7K
Stephen M. Fleming
$135.6K
Duane Hughes
$129.8K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| H. Benjamin Samuels |
3/4/5
Director
|
—
class O/S missing
|
$242,825
676,391 shares
|
— | 02 May 2023 |
| Kerry Roraff |
3/4/5
Chief Human Resources Officer
|
—
class O/S missing
|
$184,249
642,654 shares
|
— | 22 Feb 2024 |
| Workhorse Group Inc. |
3/4/5
Director
|
—
class O/S missing
|
$147,686
465,885 shares
|
— | 21 Feb 2024 |
| Stephen M. Fleming |
3/4/5
Vice President
|
—
class O/S missing
|
$135,627
377,791 shares
|
— | 25 Aug 2021 |
| Duane Hughes |
3/4/5
CEO and President, Director
|
—
mixed-class rows
|
$129,779
411,502 shares
mixed-class rows
|
— | 01 Jul 2021 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$128,027
69,580 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
61
Shares
505,731
Rows available
61
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
61
Q2 2025 holders
61
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend