Purchases and Sales Made in Q1 2025 in Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK) during Q1 2025. The information is specifically focused on institutions that hold shares of WORKIVA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.37KNew |
$256K - $384K
|
3.37K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.37KNew |
$256K - $384K
|
3.37K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.33KNew |
$253K - $380K
|
3.33K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.17KNew |
$240K - $361K
|
3.17K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.1K+ 19.93% |
$236K - $354K
|
18.7K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.07KNew |
$233K - $351K
|
3.07K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.06K+ 0.72% |
$232K - $349K
|
430K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 7.07% |
$229K - $345K
|
45.8K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
2.98K+ 144.23% |
$226K - $340K
|
5.04K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.92K+ 4.08% |
$222K - $333K
|
74.5K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.82KNew |
$214K - $321K
|
2.82K
$187K
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
2.8K+ 5.23% |
$213K - $320K
|
56.5K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
2.76KNew |
$209K - $315K
|
2.76K
$183K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$205K - $308K
|
2.7K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.67KNew |
$202K - $304K
|
2.67K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.61K+ 12.54% |
$198K - $298K
|
23.4K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.42K+ 1.41% |
$184K - $276K
|
175K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$171K - $257K
|
2.26K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.15KNew |
$163K - $245K
|
2.15K
$143K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86K+ 12.8% |
$141K - $212K
|
16.4K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.84K+ 55.12% |
$140K - $210K
|
5.18K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.75K+ 1.92% |
$133K - $200K
|
92.9K
$6.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 27.35% |
$133K - $200K
|
8.17K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.28K+ 7.48% |
$96.9K - $146K
|
18.3K
$1.22M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
1.1K+ 35.48% |
$83.5K - $125K
|
4.2K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.07K+ 13.9% |
$80.9K - $122K
|
8.73K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
985+ 1.85% |
$74.8K - $112K
|
54.2K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 41.86% |
$64.2K - $96.5K
|
2.87K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
839New |
$63.7K - $95.7K
|
839
$55.8K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
711+ 2.43% |
$54K - $81.1K
|
29.9K
$1.99M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
703New |
$53.4K - $80.2K
|
703
$46.7K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
639+ 2.96% |
$48.5K - $72.9K
|
22.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
604+ 27.55% |
$45.8K - $68.9K
|
2.8K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
586+ 4.62% |
$44.5K - $66.9K
|
13.3K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
584+ 15.87% |
$44.3K - $66.6K
|
4.26K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
519New |
$39.4K - $59.2K
|
519
$34.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509New |
$38.6K - $58.1K
|
509
$33.8K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
503New |
$38.2K - $57.4K
|
503
$33.4K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
398+ 0.55% |
$30.2K - $45.4K
|
73.2K
$4.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
372+ 18.88% |
$28.2K - $42.4K
|
2.34K
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
371+ 1.93% |
$28.2K - $42.3K
|
19.6K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
360+ 705.88% |
$27.3K - $41.1K
|
411
$27.3K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
353+ 371.58% |
$26.8K - $40.3K
|
448
$29.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
345New |
$26.2K - $39.4K
|
345
$22.9K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
319+ 4.44% |
$24.2K - $36.4K
|
7.51K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
297+ 10.0% |
$22.5K - $33.9K
|
3.27K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
297+ 37.26% |
$22.5K - $33.9K
|
1.09K
$72.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
296+ 109.23% |
$22.5K - $33.8K
|
567
$37.7K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
294+ 2.73% |
$22.3K - $33.5K
|
11.1K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
281+ 5.15% |
$21.3K - $32.1K
|
5.74K
$382K
|