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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.31KNew |
$515K - $641K
|
8.31K
$757K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.27K- 3.15% |
$78.3K - $97.6K
|
38.9K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-42.7K- 41.47% |
$2.64M - $3.29M
|
60.3K
$5.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 6.82% |
$186 - $231
|
47
$4.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-64.5K- 84.42% |
$3.99M - $4.97M
|
11.9K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
934New |
$57.8K - $72K
|
934
$85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.14K+ 8.36% |
$132K - $165K
|
27.7K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
345+ 8.09% |
$21.4K - $26.6K
|
4.61K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
740New |
$45.8K - $57.1K
|
740
$67.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-138- 30.8% |
$8.54K - $10.6K
|
310
$28.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.43K- 33.95% |
$274K - $341K
|
8.61K
$784K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$61.9 - $77.1
|
1
$91
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-917- 39.15% |
$56.8K - $70.7K
|
1.43K
$130K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11.5K+ 16.83% |
$712K - $887K
|
79.8K
$7.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-19.2K- 60.77% |
$1.19M - $1.48M
|
12.4K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$61.9 - $77.1
|
1
$91
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.72K- 33.35% |
$106K - $132K
|
3.43K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$5.94K - $7.4K
|
96
$8.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15.3KNew |
$947K - $1.18M
|
15.3K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
6.85K+ 9.25% |
$424K - $528K
|
80.9K
$7.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-163- 32.41% |
$10.1K - $12.6K
|
340
$31K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.33% |
$1.05K - $1.31K
|
5.12K
$466K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 88.24% |
$929 - $1.16K
|
2
$182
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$2.53M - $3.15M
|
40.9K
$3.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2.68K- 99.22% |
$166K - $207K
|
21
$1.91K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
23.9KNew |
$1.48M - $1.84M
|
23.9K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 91.67% |
$681 - $848
|
23
$2.09K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5Closed |
$310 - $386
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 9.38% |
$186 - $231
|
35
$3.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.14K- 24.52% |
$70.3K - $87.6K
|
3.5K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 80.0% |
$743 - $925
|
3
$273
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 8.42% |
$49.5K - $61.7K
|
10.3K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.66K- 31.63% |
$226K - $282K
|
7.9K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$124 - $154
|
2
$182
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
252+ 35.15% |
$15.6K - $19.4K
|
969
$88.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53KNew |
$3.28M - $4.08M
|
53K
$4.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$61.9 - $77.1
|
2
$182
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$310 - $386
|
5
$455
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 42.86% |
$929 - $1.16K
|
20
$1.82K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
157KNew |
$11.9M - $18M
|
157K
$14.3M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
31KNew |
$2.36M - $3.54M
|
31K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 19.86% |
$2.2K - $3.31K
|
117
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
6.3KNew |
$478K - $719K
|
6.3K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.47K- 50.65% |
$112K - $168K
|
1.43K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
604+ 27.55% |
$45.8K - $68.9K
|
2.8K
$255K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.89KNew |
$295K - $444K
|
3.89K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.76KNew |
$209K - $315K
|
2.76K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 1.02% |
$4.02K - $6.05K
|
5.15K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
88.7K+ 47.1% |
$6.74M - $10.1M
|
277K
$25.2M
|
|