Latest Institutional Transactions on Workiva Inc (WK)
This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-746- 3.81% |
$46.2K - $57.5K
|
18.9K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$186 - $231
|
3
$199
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-53- 1.16% |
$3.28K - $4.09K
|
4.5K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-201- 31.16% |
$12.4K - $15.5K
|
444
$29.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 100.0% |
$61.9 - $77.1
|
2
$133
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-553- 32.76% |
$34.2K - $42.6K
|
1.14K
$75.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-10.5K- 9.4% |
$648K - $807K
|
101K
$6.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-161K- 10.45% |
$9.94M - $12.4M
|
1.38M
$91.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-198- 4.53% |
$12.3K - $15.3K
|
4.18K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-13- 0.43% |
$805 - $1K
|
3.03K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-204- 73.38% |
$12.6K - $15.7K
|
74
$4.92K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$310 - $386
|
5
$332
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 8.03% |
$2.04K - $2.54K
|
378
$25.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-33.4K- 18.38% |
$2.07M - $2.58M
|
148K
$9.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.23K- 38.08% |
$262K - $326K
|
6.87K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.75K+ 20.74% |
$170K - $212K
|
16K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-7.48K- 13.24% |
$463K - $576K
|
49K
$3.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10- 32.26% |
$619 - $771
|
21
$1.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 42.86% |
$929 - $1.16K
|
20
$1.33K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-103- 47.03% |
$6.38K - $7.94K
|
116
$7.71K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 49.51% |
$3.16K - $3.93K
|
52
$3.46K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.78K+ 55.51% |
$287K - $431K
|
10.6K
$703K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.2K- 99.31% |
$1.23M - $1.84M
|
112
$7.44K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
52.2KNew |
$3.96M - $5.96M
|
52.2K
$3.47M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.87K+ 46.05% |
$673K - $1.01M
|
28.1K
$1.87M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.6K- 2.53% |
$349K - $525K
|
177K
$11.8M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
31KNew |
$2.36M - $3.54M
|
31K
$2.06M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.55KNew |
$421K - $633K
|
5.55K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
25.1KNew |
$1.9M - $2.86M
|
25.1K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.8K- 19.28% |
$3.93M - $5.9M
|
217K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.9K+ 11.45% |
$3.71M - $5.58M
|
476K
$31.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
6.3KNew |
$478K - $719K
|
6.3K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.47K- 50.65% |
$112K - $168K
|
1.43K
$95.3K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
135KNew |
$10.2M - $15.4M
|
135K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-76.5K- 9.91% |
$5.81M - $8.73M
|
695K
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-21.9K- 28.25% |
$1.67M - $2.5M
|
55.7K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.79K+ 0.65% |
$364K - $547K
|
739K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.8K- 22.27% |
$1.96M - $2.95M
|
90.1K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-29- 19.86% |
$2.2K - $3.31K
|
117
$7.78K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.15KNew |
$618K - $929K
|
8.15K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
88.7K+ 47.1% |
$6.74M - $10.1M
|
277K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.05K+ 28.29% |
$307K - $462K
|
18.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
54.1K+ 649.68% |
$4.11M - $6.17M
|
62.4K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 1.02% |
$4.02K - $6.05K
|
5.15K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.75K+ 1.92% |
$133K - $200K
|
92.9K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-531- 1.16% |
$40.3K - $60.6K
|
45.3K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4K+ 280.36% |
$1.47M - $2.21M
|
26.3K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-394- 9.1% |
$29.9K - $45K
|
3.94K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-191K- 89.36% |
$14.5M - $21.8M
|
22.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
57.1KNew |
$4.33M - $6.51M
|
57.1K
$3.79M
|
|