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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-241K- 34.28% |
$15.4M - $20.7M
|
461K
$42M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-178- 4.45% |
$11.4K - $15.3K
|
3.82K
$348K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.44K- 3.87% |
$411K - $554K
|
160K
$14.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 235.71% |
$6.32K - $8.52K
|
141
$12.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
16.9K+ 47.92% |
$1.08M - $1.45M
|
52.1K
$4.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-152- 2.18% |
$9.7K - $13.1K
|
6.82K
$621K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-197K- 92.13% |
$12.6M - $16.9M
|
16.8K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
71K+ 1731.71% |
$4.53M - $6.11M
|
75.1K
$6.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 4.67% |
$3.19K - $4.3K
|
1.02K
$92.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.4K- 46.22% |
$217K - $292K
|
3.95K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$255 - $344
|
4
$364
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.94K+ 10.66% |
$188K - $253K
|
30.5K
$2.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
195+ 1.36% |
$12.4K - $16.8K
|
14.6K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.63K- 90.63% |
$359K - $484K
|
582
$53K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.4% |
$1.15K - $1.55K
|
4.52K
$412K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.95KNew |
$252K - $340K
|
3.95K
$360K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.7K+ 3.98% |
$236K - $319K
|
96.8K
$8.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-504- 1.83% |
$32.2K - $43.4K
|
27K
$2.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
300+ 13.04% |
$19.1K - $25.8K
|
2.6K
$237K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.18% |
$319 - $430
|
2.82K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
712+ 7.74% |
$45.4K - $61.3K
|
9.91K
$902K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
45New |
$2.87K - $3.87K
|
45
$4.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.48KNew |
$286K - $386K
|
4.48K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-123- 7.02% |
$7.85K - $10.6K
|
1.63K
$148K
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
420KNew |
$26.8M - $36.2M
|
420K
$38.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-833- 4.42% |
$53.2K - $71.7K
|
18K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
461K+ 50.73% |
$29.4M - $39.6M
|
1.37M
$125M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 12.07% |
$894 - $1.21K
|
130
$11.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 33.33% |
$447 - $603
|
28
$2.55K
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.87K- 7.22% |
$438K - $591K
|
88.2K
$8.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-174K- 14.88% |
$11.1M - $15M
|
996K
$90.7M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
222+ 1233.33% |
$14.2K - $19.1K
|
240
$21.8K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.2KNew |
$140K - $189K
|
2.2K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
29+ 1.95% |
$1.85K - $2.5K
|
1.52K
$138K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.23K+ 70.5% |
$142K - $192K
|
5.4K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 23.75% |
$104K - $140K
|
5.21K
$475K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-179- 22.49% |
$11.4K - $15.4K
|
617
$56.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$2.94K - $3.96K
|
46
$4.19K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 76.19% |
$1.02K - $1.38K
|
37
$3.37K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3K+ 90.93% |
$191K - $258K
|
6.3K
$573K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 19.14% |
$5.43K - $7.32K
|
529
$48.2K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-17- 39.53% |
$1.09K - $1.46K
|
26
$2.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
5.34KNew |
$341K - $460K
|
5.34K
$486K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
10.2KNew |
$651K - $878K
|
10.2K
$929K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.44K+ 38.74% |
$347K - $468K
|
19.5K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.32KNew |
$212K - $286K
|
3.32K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$2.94K - $3.96K
|
46
$4.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-43.3K- 42.92% |
$2.76M - $3.73M
|
57.6K
$5.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.11K+ 66.05% |
$390K - $526K
|
15.3K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
23.5K+ 146.64% |
$1.5M - $2.02M
|
39.5K
$3.6M
|
|