Moody Aldrich Partners LLC Workiva Inc Transaction History

Moody Aldrich Partners LLC

$538 Million
Q1 2024

A detailed history of Moody Aldrich Partners LLC transactions in Workiva Inc stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 41,733 shares of WK stock, worth $3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

41,733

Previous 45,247 7.77%

Holding current value

$3 Million

Previous $4.59 Million 22.97%

% of portfolio

0.66%

Previous 0.89%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$82.01 - $99.48 $288,183 - $349,572	-3,514 Reduced 7.77%	41,733 $3.54 Million
Q4 2023 Jan 25, 2024	SELL	$85.16 - $104.4 $1.47 Million - $1.8 Million	-17,281 Reduced 27.64%	45,247 $4.59 Million
Q3 2023 Nov 07, 2023	BUY	$96.5 - $112.52 $209,887 - $244,731	2,175 Added 3.6%	62,528 $6.34 Million
Q2 2023 Jul 28, 2023	BUY	$85.76 - $102.9 $1.91 Million - $2.29 Million	22,255 Added 58.42%	60,353 $6.14 Million
Q1 2023 Apr 27, 2023	SELL	$81.17 - $102.41 $545,705 - $688,502	-6,723 Reduced 15.0%	38,098 $3.9 Million

Q4 2022 Jan 23, 2023	SELL	$66.7 - $85.47 $1.28 Million - $1.64 Million	-19,194 Reduced 29.98%	44,821 $0
Q3 2022 Oct 18, 2022	BUY	$59.95 - $77.8 $65,945 - $85,580	1,100 Added 1.75%	64,015 $4.98 Million
Q2 2022 Jul 18, 2022	SELL	$62.01 - $122.35 $710,138 - $1.4 Million	-11,452 Reduced 15.4%	62,915 $4.15 Million
Q1 2022 May 10, 2022	BUY	$93.64 - $128.13 $802,869 - $1.1 Million	8,574 Added 13.03%	74,367 $8.78 Million
Q4 2021 Feb 02, 2022	SELL	$125.96 - $160.85 $1.29 Million - $1.65 Million	-10,279 Reduced 13.51%	65,793 $8.59 Million
Q3 2021 Oct 29, 2021	BUY	$113.04 - $154.12 $8.6 Million - $11.7 Million	76,072 New	76,072 $10.7 Million

Others Institutions Holding WK

# of Institutions

317

Shares Held

43.2M

Call Options Held

81.9K

Put Options Held

64.8K

View Full List

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...

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Moody Aldrich Partners LLC Workiva Inc Transaction History