Envestnet Asset Management Inc Workiva Inc Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Workiva Inc stock. As of the latest transaction made, Envestnet Asset Management Inc holds 173,141 shares of WK stock, worth $11.8 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

173,141

Previous 185,634 6.73%

Holding current value

$11.8 Million

Previous $20.3 Million 35.34%

% of portfolio

0.0%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$75.91 - $114.09 $948,343 - $1.43 Million	-12,493 Reduced 6.73%	173,141 $13.1 Million
Q4 2024 Feb 12, 2025	SELL	$76.11 - $114.78 $396,761 - $598,348	-5,213 Reduced 2.73%	185,634 $20.3 Million
Q3 2024 Nov 06, 2024	SELL	$70.26 - $80.48 $1.99 Million - $2.28 Million	-28,371 Reduced 12.94%	190,847 $15.1 Million
Q2 2024 Aug 08, 2024	SELL	$70.22 - $85.49 $1.13 Million - $1.38 Million	-16,136 Reduced 6.86%	219,218 $16 Million
Q1 2024 May 13, 2024	BUY	$82.01 - $99.48 $41,415 - $50,237	505 Added 0.22%	235,354 $20 Million
Q4 2023 Feb 13, 2024	SELL	$85.16 - $104.4 $241,939 - $296,600	-2,841 Reduced 1.2%	234,849 $23.8 Million
Q3 2023 Nov 13, 2023	BUY	$96.5 - $112.52 $5.55 Million - $6.47 Million	57,533 Added 31.93%	237,690 $24.1 Million
Q2 2023 Aug 04, 2023	SELL	$85.76 - $102.9 $721,241 - $865,389	-8,410 Reduced 4.46%	180,157 $18.3 Million
Q1 2023 May 11, 2023	SELL	$81.17 - $102.41 $719,977 - $908,376	-8,870 Reduced 4.49%	188,567 $19.3 Million
Q4 2022 Feb 07, 2023	SELL	$66.7 - $85.47 $274,470 - $351,709	-4,115 Reduced 2.04%	197,437 $16.6 Million
Q3 2022 Nov 10, 2022	BUY	$59.95 - $77.8 $2.73 Million - $3.54 Million	45,506 Added 29.16%	201,552 $15.7 Million
Q2 2022 Aug 03, 2022	BUY	$62.01 - $122.35 $287,602 - $567,459	4,638 Added 3.06%	156,046 $10.3 Million
Q1 2022 May 04, 2022	BUY	$93.64 - $128.13 $5.57 Million - $7.63 Million	59,521 Added 64.78%	151,408 $17.9 Million
Q4 2021 Feb 04, 2022	BUY	$125.96 - $160.85 $1.17 Million - $1.49 Million	9,275 Added 11.23%	91,887 $12 Million
Q3 2021 Oct 07, 2021	BUY	$113.04 - $154.12 $1.23 Million - $1.68 Million	10,911 Added 15.22%	82,612 $11.6 Million
Q2 2021 Aug 04, 2021	BUY	$86.14 - $114.26 $727,193 - $964,582	8,442 Added 13.35%	71,701 $7.98 Million
Q1 2021 May 04, 2021	BUY	$82.51 - $114.68 $1.06 Million - $1.48 Million	12,866 Added 25.53%	63,259 $5.58 Million
Q4 2020 Feb 02, 2021	BUY	$53.83 - $93.34 $409,161 - $709,477	7,601 Added 17.76%	50,393 $4.62 Million
Q3 2020 Oct 09, 2020	BUY	$52.6 - $61.28 $517,268 - $602,627	9,834 Added 29.84%	42,792 $2.39 Million
Q2 2020 Jul 08, 2020	BUY	$30.83 - $55.5 $518,375 - $933,177	16,814 Added 104.15%	32,958 $1.76 Million
Q1 2020 Apr 23, 2020	SELL	$24.82 - $48.79 $11,020 - $21,662	-444 Reduced 2.68%	16,144 $522,000
Q4 2019 Feb 11, 2020	SELL	$38.49 - $45.19 $1,231 - $1,446	-32 Reduced 0.19%	16,588 $698,000
Q3 2019 Oct 17, 2019	BUY	$43.25 - $63.05 $25,474 - $37,136	589 Added 3.67%	16,620 $728,000
Q2 2019 Aug 02, 2019	BUY	$49.35 - $58.09 $64,845 - $76,330	1,314 Added 8.93%	16,031 $931,000
Q1 2019 May 10, 2019	BUY	$35.22 - $50.7 $40,784 - $58,710	1,158 Added 8.54%	14,717 $746,000
Q4 2018 Feb 13, 2019	BUY	$32.39 - $40.01 $439,176 - $542,495	13,559 New	13,559 $487,000
Q3 2018 Nov 14, 2018	SELL	$24.4 - $40.0 $319,225 - $523,320	-13,083 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$22.35 - $27.35 $1,475 - $1,805	-66 Reduced 0.5%	13,083 $319,000
Q1 2018 May 09, 2018	BUY	$21.2 - $26.2 $278,758 - $344,503	13,149 New	13,149 $312,000

Others Institutions Holding WK

# of Institutions

356

Shares Held

44M

Call Options Held

20.7K

Put Options Held

102K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $3.31B
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...

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Envestnet Asset Management Inc Workiva Inc Transaction History