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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-126- 74.56% |
$10.3K - $12.5K
|
43
$2.86K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.11K- 11.27% |
$520K - $637K
|
48.1K
$3.19M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34KNew |
$199K - $245K
|
2.34K
$156K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
16New |
$1.36K - $1.67K
|
16
$1.06K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-19K- 82.61% |
$1.62M - $1.98M
|
4K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.59KNew |
$646K - $792K
|
7.59K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 4.12% |
$10.6K - $12.9K
|
2.89K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
35+ 0.97% |
$2.98K - $3.65K
|
3.65K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
27.3K+ 17.99% |
$2.32M - $2.85M
|
179K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
60.5KNew |
$5.15M - $6.32M
|
60.5K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
10New |
$852 - $1.04K
|
10
$665
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
14K+ 26.42% |
$1.19M - $1.46M
|
67K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.8KNew |
$1.51M - $1.85M
|
17.8K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 48.38% |
$1.01M - $1.24M
|
12.7K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$353K - $433K
|
4.15K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
3.98KNew |
$339K - $415K
|
3.98K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-296- 2.46% |
$25.2K - $30.9K
|
11.7K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.02KNew |
$428K - $525K
|
5.02K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.19K- 3.07% |
$101K - $124K
|
37.6K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.25% |
$426 - $522
|
2.03K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
211New |
$18K - $22K
|
211
$14K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 133.33% |
$341 - $418
|
7
$465
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-763- 25.65% |
$65K - $79.7K
|
2.21K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 40.95% |
$242K - $296K
|
4.1K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-100- 2.88% |
$8.52K - $10.4K
|
3.37K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-401- 13.28% |
$34.1K - $41.9K
|
2.62K
$174K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 10.2% |
$426 - $522
|
54
$3.59K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.2K- 98.09% |
$1.38M - $1.69M
|
314
$20.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.41KNew |
$205K - $251K
|
2.41K
$160K
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-148K- 83.51% |
$12.6M - $15.5M
|
29.3K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-18- 0.79% |
$1.53K - $1.88K
|
2.26K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-745- 15.54% |
$63.4K - $77.8K
|
4.05K
$269K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
753New |
$72.7K - $84.7K
|
753
$50.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
19.8KNew |
$1.91M - $2.22M
|
19.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-180- 2.53% |
$17.4K - $20.3K
|
6.93K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
19.8KNew |
$1.91M - $2.22M
|
19.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
24.7KNew |
$2.38M - $2.78M
|
24.7K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-75.3K- 93.77% |
$7.27M - $8.48M
|
5K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.88KNew |
$953K - $1.11M
|
9.88K
$657K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Management LLC
New York, NY |
BUY
|
PUT |
3KNew |
$290K - $338K
|
3K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
19.8KNew |
$1.91M - $2.22M
|
19.8K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6KNew |
$579K - $675K
|
6K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.8KNew |
$1.43M - $1.67M
|
14.8K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 56.48% |
$5.89K - $6.86K
|
169
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
34.6KNew |
$3.34M - $3.89M
|
34.6K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.59KNew |
$154K - $179K
|
1.59K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
16KNew |
$1.54M - $1.8M
|
16K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
7.93KNew |
$765K - $892K
|
7.93K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.7KNew |
$3.83M - $4.47M
|
39.7K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$96.5 - $113
|
9
$598
|
|