Latest Institutional Purchases of Workiva Inc (WK)
This list provides information on the latest institutional transactions involving Workiva Inc (WK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
760+ 19.08% |
$48.5K - $65.4K
|
4.74K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
728New |
$46.5K - $62.7K
|
728
$66.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
712+ 7.74% |
$45.4K - $61.3K
|
9.91K
$902K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
649+ 8.9% |
$41.4K - $55.9K
|
7.94K
$723K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
616+ 17.85% |
$39.3K - $53K
|
4.07K
$370K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
604+ 8.79% |
$38.6K - $52K
|
7.48K
$680K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 0.63% |
$38.3K - $51.6K
|
95.5K
$8.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
529+ 1.22% |
$33.8K - $45.5K
|
44K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
504New |
$32.2K - $43.4K
|
504
$45.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
491+ 0.64% |
$31.3K - $42.3K
|
77.6K
$7.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
440+ 52.63% |
$28.1K - $37.9K
|
1.28K
$116K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
313+ 3.39% |
$20K - $26.9K
|
9.54K
$868K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
300+ 13.04% |
$19.1K - $25.8K
|
2.6K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
286+ 8.02% |
$18.3K - $24.6K
|
3.85K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 217.89% |
$17.1K - $23.1K
|
391
$35.6K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
222+ 1233.33% |
$14.2K - $19.1K
|
240
$21.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
213+ 287.84% |
$13.6K - $18.3K
|
287
$26.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
212New |
$13.5K - $18.2K
|
212
$19.3K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
207+ 15.38% |
$13.2K - $17.8K
|
1.55K
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
200New |
$12.8K - $17.2K
|
200
$18.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
195+ 1.36% |
$12.4K - $16.8K
|
14.6K
$1.33M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
186+ 82.3% |
$11.9K - $16K
|
412
$37.5K
|
|
|
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
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
147+ 0.14% |
$9.38K - $12.7K
|
104K
$9.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
146+ 4.68% |
$9.32K - $12.6K
|
3.27K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
134+ 2.89% |
$8.55K - $11.5K
|
4.76K
$434K
|
|
|
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 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 235.71% |
$6.32K - $8.52K
|
141
$12.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 19.14% |
$5.43K - $7.32K
|
529
$48.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
82New |
$5.23K - $7.06K
|
82
$7.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
69New |
$4.4K - $5.94K
|
69
$6.28K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 188.89% |
$4.34K - $5.85K
|
104
$9.47K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
51+ 1.31% |
$3.26K - $4.39K
|
3.95K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 1150.0% |
$2.94K - $3.96K
|
50
$4.55K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$2.94K - $3.96K
|
46
$4.19K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$2.94K - $3.96K
|
46
$4.19K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
45+ 0.08% |
$2.87K - $3.87K
|
56K
$5.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
45New |
$2.87K - $3.87K
|
45
$4.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
44+ 0.29% |
$2.81K - $3.79K
|
15.5K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
40+ 1.32% |
$2.55K - $3.44K
|
3.07K
$279K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 53.33% |
$2.04K - $2.75K
|
92
$8.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
29+ 1.95% |
$1.85K - $2.5K
|
1.52K
$138K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 6.61% |
$1.6K - $2.15K
|
403
$36.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.07% |
$1.53K - $2.07K
|
36.1K
$3.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
19+ 3.14% |
$1.21K - $1.64K
|
624
$56.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.4% |
$1.15K - $1.55K
|
4.52K
$412K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 1.5% |
$1.09K - $1.46K
|
1.15K
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 76.19% |
$1.02K - $1.38K
|
37
$3.37K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15+ 0.24% |
$957 - $1.29K
|
6.27K
$571K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 12.07% |
$894 - $1.21K
|
130
$11.8K
|
|