Silvercrest Asset Management Group LLC Workiva Inc Transaction History

Silvercrest Asset Management Group LLC

$14.6 Billion
Q2 2025

A detailed history of Silvercrest Asset Management Group LLC transactions in Workiva Inc stock. As of the latest transaction made, Silvercrest Asset Management Group LLC holds 218,667 shares of WK stock, worth $19.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

218,667

Previous 135,012 61.96%

Holding current value

$19.6 Million

Previous $10.2 Million 46.05%

% of portfolio

0.1%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$61.91 - $77.12 $5.18 Million - $6.45 Million	83,655 Added 61.96%	218,667 $15 Million
Q1 2025 May 15, 2025	BUY	$75.91 - $114.09 $10.2 Million - $15.4 Million	135,012 New	135,012 $10.2 Million
Q2 2023 Aug 14, 2023	SELL	$85.76 - $102.9 $15.7 Million - $18.9 Million	-183,454 Reduced 93.6%	12,550 $1.28 Million
Q1 2023 May 15, 2023	SELL	$81.17 - $102.41 $5.92 Million - $7.47 Million	-72,982 Reduced 27.13%	196,004 $20.1 Million
Q4 2022 Feb 14, 2023	SELL	$66.7 - $85.47 $820,476 - $1.05 Million	-12,301 Reduced 4.37%	268,986 $22.6 Million
Q3 2022 Nov 14, 2022	SELL	$59.95 - $77.8 $1.04 Million - $1.35 Million	-17,343 Reduced 5.81%	281,287 $21.9 Million
Q2 2022 Aug 15, 2022	SELL	$62.01 - $122.35 $443,433 - $874,924	-7,151 Reduced 2.34%	298,630 $19.7 Million
Q1 2022 May 16, 2022	BUY	$93.64 - $128.13 $9.66 Million - $13.2 Million	103,163 Added 50.92%	305,781 $36.1 Million
Q4 2021 Feb 14, 2022	BUY	$125.96 - $160.85 $423,351 - $540,616	3,361 Added 1.69%	202,618 $26.4 Million
Q3 2021 Nov 15, 2021	SELL	$113.04 - $154.12 $8.76 Million - $11.9 Million	-77,520 Reduced 28.01%	199,257 $28.1 Million
Q2 2021 Aug 16, 2021	BUY	$86.14 - $114.26 $470,152 - $623,631	5,458 Added 2.01%	276,777 $30.8 Million
Q1 2021 May 17, 2021	SELL	$82.51 - $114.68 $15.8 Million - $22 Million	-191,974 Reduced 41.44%	271,319 $23.9 Million
Q4 2020 Feb 16, 2021	SELL	$53.83 - $93.34 $4.39 Million - $7.62 Million	-81,636 Reduced 14.98%	463,293 $42.4 Million
Q3 2020 Nov 16, 2020	SELL	$52.6 - $61.28 $810,881 - $944,692	-15,416 Reduced 2.75%	544,929 $30.4 Million
Q2 2020 Aug 14, 2020	BUY	$30.83 - $55.5 $2.7 Million - $4.87 Million	87,680 Added 18.55%	560,345 $30 Million
Q1 2020 May 15, 2020	BUY	$24.82 - $48.79 $6.19 Million - $12.2 Million	249,410 Added 111.72%	472,665 $15.3 Million
Q4 2019 Feb 14, 2020	BUY	$38.49 - $45.19 $8.59 Million - $10.1 Million	223,255 New	223,255 $9.39 Million

Others Institutions Holding WK

# of Institutions

348

Shares Held

45.1M

Call Options Held

26.3K

Put Options Held

55.7K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $4.34B
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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Silvercrest Asset Management Group LLC Workiva Inc Transaction History