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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.99KNew |
$303K - $455K
|
3.99K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
112KNew |
$8.49M - $12.8M
|
112K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
99.1KNew |
$7.52M - $11.3M
|
99.1K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.59KNew |
$500K - $752K
|
6.59K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.37KNew |
$256K - $384K
|
3.37K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
105KNew |
$7.96M - $12M
|
105K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4K+ 2.71% |
$304K - $456K
|
152K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.71KNew |
$282K - $424K
|
3.71K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 45.62% |
$1.33M - $2M
|
20.9K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
345New |
$26.2K - $39.4K
|
345
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-103- 2.26% |
$7.82K - $11.8K
|
4.46K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
73.8K+ 12.63% |
$5.6M - $8.42M
|
659K
$59.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
839New |
$63.7K - $95.7K
|
839
$76.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.65KNew |
$277K - $417K
|
3.65K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
7.04KNew |
$534K - $803K
|
7.04K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.17KNew |
$240K - $361K
|
3.17K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8- 50.0% |
$607 - $913
|
8
$728
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.66KNew |
$277K - $417K
|
3.66K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
43.9KNew |
$3.33M - $5.01M
|
43.9K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$683 - $1.03K
|
9
$819
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$171K - $257K
|
2.26K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509New |
$38.6K - $58.1K
|
509
$46.3K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
519New |
$39.4K - $59.2K
|
519
$47.2K
|
|
|
May 07, 2025
Q1 2025
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
62KNew |
$4.71M - $7.07M
|
62K
$5.64M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
225+ 8.65% |
$17.1K - $25.7K
|
2.83K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.98K+ 144.23% |
$226K - $340K
|
5.04K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 41.86% |
$64.2K - $96.5K
|
2.87K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 166.67% |
$2.66K - $3.99K
|
56
$5.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-15.8K- 59.65% |
$1.2M - $1.8M
|
10.7K
$971K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.11K- 6.23% |
$84K - $126K
|
16.6K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26New |
$1.97K - $2.97K
|
26
$2.37K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.34K - $5.02K
|
44
$4.01K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
34.5KNew |
$2.62M - $3.94M
|
34.5K
$3.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$1.14K - $1.71K
|
15
$1.37K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
60+ 3000.0% |
$4.55K - $6.85K
|
62
$5.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10+ 0.05% |
$759 - $1.14K
|
19.9K
$1.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24New |
$1.82K - $2.74K
|
24
$2.18K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
703New |
$53.4K - $80.2K
|
703
$64K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.94KNew |
$147K - $222K
|
1.94K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
62.1KNew |
$4.73M - $7.13M
|
62.1K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13KNew |
$162K - $244K
|
2.13K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Aequim Alternative Investments LP
Mill Valley, CA |
BUY
|
- |
22.2KNew |
$1.69M - $2.55M
|
22.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
599New |
$45.6K - $68.8K
|
599
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.56KNew |
$575K - $868K
|
7.56K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.28KNew |
$173K - $262K
|
2.28K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $2.41M
|
21K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
280KNew |
$21.3M - $32.1M
|
280K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Untitled Investments LP
New York, NY |
BUY
|
- |
69.8KNew |
$5.32M - $8.02M
|
69.8K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
81.8KNew |
$6.23M - $9.39M
|
81.8K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
38+ 74.51% |
$2.89K - $4.36K
|
89
$8.1K
|
|