Purchases and Sales Made in Q1 2024 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2024. The information is specifically focused on institutions that hold shares of WORKIVA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
493K+ 58.19% |
$40.4M - $49M
|
1.34M
$142M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
258K+ 18.54% |
$21.2M - $25.7M
|
1.65M
$175M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
218K+ 15.23% |
$17.9M - $21.7M
|
1.65M
$175M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
203K+ 21.36% |
$16.7M - $20.2M
|
1.16M
$122M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
191KNew |
$15.6M - $19M
|
191K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
182K+ 3.63% |
$14.9M - $18.1M
|
5.19M
$549M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
162K+ 32.76% |
$13.3M - $16.1M
|
656K
$69.5M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
139K+ 22.24% |
$11.4M - $13.9M
|
766K
$81.1M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
135K+ 8.58% |
$11M - $13.4M
|
1.7M
$180M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
80.6K+ 29.92% |
$6.61M - $8.01M
|
350K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80.4K+ 1.99% |
$6.59M - $8M
|
4.13M
$437M
|
|
|
May 15, 2024
Q1 2024
|
Tensile Capital Management LP
Larkspur, CA |
BUY
|
- |
80KNew |
$6.56M - $7.96M
|
80K
$8.47M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
76.4KNew |
$6.27M - $7.6M
|
76.4K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
72.4K+ 288.28% |
$5.94M - $7.21M
|
97.6K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
69.5K+ 20.37% |
$5.7M - $6.92M
|
411K
$43.5M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.7KNew |
$5.55M - $6.74M
|
67.7K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
59K+ 17.22% |
$4.84M - $5.87M
|
402K
$42.5M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
55.5K+ 335.96% |
$4.55M - $5.52M
|
72K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
52.7KNew |
$4.32M - $5.24M
|
52.7K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50KNew |
$4.1M - $4.97M
|
50K
$5.29M
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
46.2K+ 433.28% |
$3.79M - $4.59M
|
56.8K
$6.02M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
43.4KNew |
$3.56M - $4.31M
|
43.4K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Sqn Investors LP
Redwood City, CA |
BUY
|
- |
39.3KNew |
$3.22M - $3.91M
|
39.3K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
38.8K+ 156.98% |
$3.18M - $3.86M
|
63.5K
$6.72M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 10.91% |
$2.35M - $2.85M
|
291K
$30.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 10.91% |
$2.35M - $2.85M
|
291K
$30.8M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.3K+ 2.77% |
$2.32M - $2.81M
|
1.05M
$111M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25.3KNew |
$2.07M - $2.52M
|
25.3K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
25K+ 2.14% |
$2.05M - $2.49M
|
1.19M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
24.1K+ 50.45% |
$1.98M - $2.4M
|
72K
$7.62M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
20.9K+ 41.83% |
$1.71M - $2.08M
|
70.7K
$7.49M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.4K+ 376.8% |
$1.68M - $2.03M
|
25.9K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 6.06% |
$1.64M - $1.98M
|
349K
$36.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2KNew |
$1.58M - $1.91M
|
19.2K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19K+ 9.99% |
$1.56M - $1.89M
|
210K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
17.8K+ 452.38% |
$1.46M - $1.77M
|
21.8K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
16.9K+ 23.84% |
$1.39M - $1.69M
|
88K
$9.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.7K+ 47.72% |
$1.37M - $1.67M
|
51.8K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.9K+ 1318.33% |
$1.14M - $1.38M
|
14.9K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
10.4K+ 15.65% |
$851K - $1.03M
|
76.7K
$8.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.2K+ 100.0% |
$836K - $1.01M
|
20.4K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10K+ 0.49% |
$821K - $995K
|
2.04M
$216M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.05KNew |
$742K - $900K
|
9.05K
$958K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.68K+ 13.73% |
$630K - $764K
|
63.6K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.07KNew |
$580K - $704K
|
7.07K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.33K+ 1.86% |
$519K - $629K
|
346K
$36.6M
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.06K+ 22.65% |
$497K - $603K
|
32.8K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5.65K+ 98.02% |
$463K - $562K
|
11.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.55KNew |
$455K - $552K
|
5.55K
$587K
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5K+ 50.91% |
$410K - $497K
|
14.8K
$1.57M
|