Purchases and Sales Made in Q4 2025 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
735K+ 14954.96% |
$60.2M - $68.6M
|
740K
$67.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.9KNew |
$4.41M - $5.03M
|
53.9K
$4.91M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
17.4K+ 113.52% |
$1.43M - $1.63M
|
32.8K
$2.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
14.2K+ 36.05% |
$1.17M - $1.33M
|
53.8K
$4.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.11K+ 180.86% |
$664K - $756K
|
12.6K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7K+ 84.04% |
$573K - $653K
|
15.3K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.51KNew |
$287K - $327K
|
3.51K
$319K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$258K - $294K
|
3.15K
$287K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
349+ 121.6% |
$28.6K - $32.6K
|
636
$57.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
270+ 8.13% |
$22.1K - $25.2K
|
3.59K
$327K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
266+ 66.0% |
$21.8K - $24.8K
|
669
$60.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
170New |
$13.9K - $15.9K
|
170
$15.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96+ 369.23% |
$7.86K - $8.96K
|
122
$11.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
80+ 1.07% |
$6.55K - $7.46K
|
7.56K
$688K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 61.54% |
$6.55K - $7.46K
|
210
$19.1K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
63+ 2.87% |
$5.16K - $5.88K
|
2.26K
$206K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
31New |
$2.54K - $2.89K
|
31
$2.82K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
30+ 1500.0% |
$2.46K - $2.8K
|
32
$2.91K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 100.0% |
$901 - $1.03K
|
22
$2K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 120.0% |
$491 - $560
|
11
$1K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 100.0% |
$81.9 - $93.3
|
2
$182
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 8.11% |
$246 - $280
|
34
$3.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 3.02% |
$1.31K - $1.49K
|
513
$46.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-178- 4.5% |
$14.6K - $16.6K
|
3.77K
$344K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-737- 48.55% |
$60.3K - $68.8K
|
781
$71.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-900- 1.87% |
$73.7K - $84K
|
47.2K
$4.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-921- 13.5% |
$75.4K - $85.9K
|
5.9K
$537K
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-1.7K- 2.95% |
$139K - $159K
|
55.9K
$5.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-13.4K- 5.78% |
$1.1M - $1.25M
|
218K
$19.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-77.5K- 5.66% |
$6.34M - $7.23M
|
1.29M
$118M
|
|
|
Jan 13, 2026
Q4 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-137K- 10.65% |
$11.3M - $12.8M
|
1.15M
$105M
|
|