A detailed history of Creative Planning transactions in Workiva Inc stock. As of the latest transaction made, Creative Planning holds 5,732 shares of WK stock, worth $411,958. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,732
Previous 4,211 36.12%
Holding current value
$411,958
Previous $427,000 13.82%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$82.01 - $99.48 $124,737 - $151,309
1,521 Added 36.12%
5,732 $486,000
Q4 2023

Feb 14, 2024

SELL
$85.16 - $104.4 $35,596 - $43,639
-418 Reduced 9.03%
4,211 $427,000
Q3 2023

Nov 16, 2023

BUY
$96.5 - $112.52 $132,591 - $154,602
1,374 Added 42.21%
4,629 $469,000
Q2 2023

Jul 21, 2023

BUY
$85.76 - $102.9 $14,836 - $17,801
173 Added 5.61%
3,255 $330,000
Q1 2023

May 15, 2023

BUY
$81.17 - $102.41 $16,315 - $20,584
201 Added 6.98%
3,082 $315,000
Q4 2022

Feb 10, 2023

BUY
$66.7 - $85.47 $192,162 - $246,239
2,881 New
2,881 $241,000
Q2 2022

Aug 15, 2022

SELL
$62.01 - $122.35 $389,794 - $769,092
-6,286 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$93.64 - $128.13 $228,013 - $311,996
-2,435 Reduced 27.92%
6,286 $742,000
Q4 2021

Feb 11, 2022

BUY
$125.96 - $160.85 $68,900 - $87,984
547 Added 6.69%
8,721 $1.14 Million
Q4 2020

Jan 29, 2021

BUY
$53.83 - $93.34 $440,006 - $762,961
8,174 New
8,174 $749,000

Others Institutions Holding WK

About WORKIVA INC


  • Ticker WK
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,456,200
  • Market Cap $3.48B
  • Description
  • Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...
More about WK
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.