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 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 266.67% |
$511 - $689
|
11
$1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7New |
$447 - $603
|
7
$637
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7+ 43.75% |
$447 - $603
|
23
$2.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 33.33% |
$447 - $603
|
28
$2.55K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5New |
$319 - $430
|
5
$455
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$255 - $344
|
4
$364
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$191 - $258
|
6
$546
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$128 - $172
|
4.58K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$63.8 - $86.1
|
1
$91
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$63.8 - $86.1
|
1
$91
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$63.8 - $86.1
|
2
$182
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197K+ 212.37% |
$12.2M - $15.2M
|
290K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
150KNew |
$9.29M - $11.6M
|
150K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
127K+ 124.55% |
$7.88M - $9.81M
|
229K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
87.4K+ 180.18% |
$5.41M - $6.74M
|
136K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
59.3K+ 176.01% |
$3.67M - $4.57M
|
93K
$8.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53KNew |
$3.28M - $4.08M
|
53K
$4.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
40.9KNew |
$2.53M - $3.15M
|
40.9K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
39.4KNew |
$2.44M - $3.04M
|
39.4K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
24.9K+ 18.58% |
$1.54M - $1.92M
|
159K
$14.5M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
23.9KNew |
$1.48M - $1.84M
|
23.9K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15.3KNew |
$947K - $1.18M
|
15.3K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.6K+ 309.88% |
$844K - $1.05M
|
18K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
12.4K+ 12474.75% |
$765K - $952K
|
12.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.5KNew |
$714K - $890K
|
11.5K
$1.05M
|
|
|
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 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.5K+ 108.88% |
$652K - $813K
|
20.2K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.31KNew |
$515K - $641K
|
8.31K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
6.85K+ 9.25% |
$424K - $528K
|
80.9K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$372K - $463K
|
6.01K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.66K+ 9.68% |
$227K - $282K
|
41.4K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.56K+ 9.87% |
$159K - $198K
|
28.5K
$2.6M
|
|
|
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
|
Clear Street Markets LLC
|
BUY
|
- |
934New |
$57.8K - $72K
|
934
$85K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 8.42% |
$49.5K - $61.7K
|
10.3K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
740New |
$45.8K - $57.1K
|
740
$67.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
345+ 8.09% |
$21.4K - $26.6K
|
4.61K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
271New |
$16.8K - $20.9K
|
271
$24.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
252+ 35.15% |
$15.6K - $19.4K
|
969
$88.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$5.94K - $7.4K
|
96
$8.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
29New |
$1.8K - $2.24K
|
29
$2.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
28New |
$1.73K - $2.16K
|
28
$2.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
17+ 0.52% |
$1.05K - $1.31K
|
3.28K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13New |
$805 - $1K
|
13
$1.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 91.67% |
$681 - $848
|
23
$2.09K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$310 - $386
|
5
$455
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 6.82% |
$186 - $231
|
47
$4.28K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 9.38% |
$186 - $231
|
35
$3.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$124 - $154
|
2
$182
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$61.9 - $77.1
|
1
$91
|
|