Latest Institutional Transactions on Workiva Inc (WK)
This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$63.8K - $86.1K
|
1K
$91K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
186+ 82.3% |
$11.9K - $16K
|
412
$37.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 188.89% |
$4.34K - $5.85K
|
104
$9.47K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2- 0.06% |
$128 - $172
|
3.54K
$322K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-83K- 93.94% |
$5.3M - $7.15M
|
5.36K
$488K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
49.9K+ 170.84% |
$3.18M - $4.29M
|
79.1K
$7.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 39.53% |
$1.09K - $1.46K
|
26
$2.37K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 40.39% |
$87.7K - $118K
|
4.78K
$435K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
649+ 8.9% |
$41.4K - $55.9K
|
7.94K
$723K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$13.5K - $18.2K
|
212
$19.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.34K- 6.02% |
$277K - $374K
|
67.7K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4.5KNew |
$287K - $387K
|
4.5K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
79.5K+ 36.34% |
$5.07M - $6.84M
|
298K
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
760+ 19.08% |
$48.5K - $65.4K
|
4.74K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-513- 0.87% |
$32.7K - $44.2K
|
58.3K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-101K- 97.55% |
$6.48M - $8.73M
|
2.55K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.61K+ 8.17% |
$103K - $139K
|
21.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-12.3K- 22.08% |
$785K - $1.06M
|
43.4K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.7K- 85.22% |
$5.34M - $7.21M
|
14.5K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-39.7K- 59.62% |
$2.53M - $3.41M
|
26.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-942K- 37.14% |
$60.1M - $81.1M
|
1.59M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
82New |
$5.23K - $7.06K
|
82
$7.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
6.09KNew |
$388K - $524K
|
6.09K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.45K+ 595.15% |
$157K - $211K
|
2.86K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.8K+ 175.94% |
$943K - $1.27M
|
23.2K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
754K+ 258.76% |
$48.1M - $64.9M
|
1.05M
$95.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.18K- 1.0% |
$267K - $360K
|
415K
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5K+ 5.65% |
$1.11M - $1.5M
|
326K
$29.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
153KNew |
$9.77M - $13.2M
|
153K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-22.7K- 24.21% |
$1.45M - $1.96M
|
71.1K
$6.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 20.5% |
$6.66M - $8.99M
|
405K
$36.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.68KNew |
$554K - $747K
|
8.68K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173+ 36.04% |
$11K - $14.9K
|
653
$59.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
2.34KNew |
$149K - $202K
|
2.34K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.5KNew |
$991K - $1.34M
|
15.5K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-193K- 74.13% |
$12.3M - $16.6M
|
67.5K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
1.08M+ 40.68% |
$68.7M - $92.7M
|
3.72M
$339M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9K+ 11.51% |
$761K - $1.03M
|
116K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-10.5K- 0.79% |
$669K - $903K
|
1.31M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
147+ 0.14% |
$9.38K - $12.7K
|
104K
$9.47M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
132+ 0.16% |
$8.43K - $11.4K
|
82.3K
$7.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-83.6K- 40.71% |
$5.33M - $7.19M
|
122K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.76K- 75.41% |
$368K - $496K
|
1.88K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.99K- 7.21% |
$127K - $172K
|
25.7K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.44M+ 2925.57% |
$92.1M - $124M
|
1.49M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-144K- 91.88% |
$9.16M - $12.4M
|
12.7K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
504New |
$32.2K - $43.4K
|
504
$45.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-940- 16.62% |
$60K - $80.9K
|
4.72K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
616+ 17.85% |
$39.3K - $53K
|
4.07K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-36.5K- 66.56% |
$2.33M - $3.14M
|
18.3K
$1.67M
|
|