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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
14.2K+ 36.05% |
$1.17M - $1.33M
|
53.8K
$4.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 3.02% |
$1.31K - $1.49K
|
513
$46.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-13.4K- 5.78% |
$1.1M - $1.25M
|
218K
$19.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
31New |
$2.54K - $2.89K
|
31
$2.82K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-737- 48.55% |
$60.3K - $68.8K
|
781
$71.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 120.0% |
$491 - $560
|
11
$1K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
270+ 8.13% |
$22.1K - $25.2K
|
3.59K
$327K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7K+ 84.04% |
$573K - $653K
|
15.3K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
170New |
$13.9K - $15.9K
|
170
$15.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.51KNew |
$287K - $327K
|
3.51K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-137K- 10.65% |
$11.3M - $12.8M
|
1.15M
$105M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
80+ 1.07% |
$6.55K - $7.46K
|
7.56K
$688K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 100.0% |
$901 - $1.03K
|
22
$2K
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-1.7K- 2.95% |
$139K - $159K
|
55.9K
$5.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-900- 1.87% |
$73.7K - $84K
|
47.2K
$4.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 100.0% |
$81.9 - $93.3
|
2
$182
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.9KNew |
$4.41M - $5.03M
|
53.9K
$4.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
735K+ 14954.96% |
$60.2M - $68.6M
|
740K
$67.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-77.5K- 5.66% |
$6.34M - $7.23M
|
1.29M
$118M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.11K+ 180.86% |
$664K - $756K
|
12.6K
$1.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 61.54% |
$6.55K - $7.46K
|
210
$19.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96+ 369.23% |
$7.86K - $8.96K
|
122
$11.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 8.11% |
$246 - $280
|
34
$3.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-178- 4.5% |
$14.6K - $16.6K
|
3.77K
$344K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
349+ 121.6% |
$28.6K - $32.6K
|
636
$57.9K
|
|
| Q3 2025 | |||||||
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$63.8K - $86.1K
|
1K
$91K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 188.89% |
$4.34K - $5.85K
|
104
$9.47K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
186+ 82.3% |
$11.9K - $16K
|
412
$37.5K
|
|
|
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 Private Wealth Group, LLC
|
BUY
|
- |
49.9K+ 170.84% |
$3.18M - $4.29M
|
79.1K
$7.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-83K- 93.94% |
$5.3M - $7.15M
|
5.36K
$488K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27- 1.31% |
$1.72K - $2.32K
|
2.03K
$185K
|
|
|
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
|
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
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.61K+ 8.17% |
$103K - $139K
|
21.4K
$1.95M
|
|
|
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
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-513- 0.87% |
$32.7K - $44.2K
|
58.3K
$5.31M
|
|
|
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
|
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
|
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
|
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
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
153KNew |
$9.77M - $13.2M
|
153K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.5K+ 5.65% |
$1.11M - $1.5M
|
326K
$29.7M
|
|