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WK - Workiva Inc Stock Price, Fair Value and News
81.72
USD
+1.68
(+2.10%)
Delayed
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Funds-Owners-Holders
Which funds bought or sold WK recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-02
State of New Jersey Common Pension Fund D
ADDED
Premium
Premium
Premium
Premium
32,809
2024-05-02
Gilbert & Cook, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
3,679
2024-05-02
FORA Capital, LLC
ADDED
Premium
Premium
Premium
Premium
5,478
2024-05-02
Hardy Reed LLC
ADDED
Premium
Premium
Premium
Premium
3,425
2024-05-02
Fidelis Capital Partners, LLC
NEW
Premium
Premium
Premium
Premium
532
2024-05-02
Empower Advisory Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
8,521
2024-05-02
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
23,619
2024-05-02
NISA INVESTMENT ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
1,390
2024-05-02
FINANCIAL COUNSELORS INC
ADDED
Premium
Premium
Premium
Premium
13,142
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
ADDED
Premium
Premium
Premium
Premium
50,689
2024-05-01
Janney Montgomery Scott LLC
ADDED
Premium
Premium
Premium
Premium
19,935
2024-05-01
Migdal Insurance & Financial Holdings Ltd.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CAPSTONE INVESTMENT ADVISORS, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Parkside Financial Bank & Trust
ADDED
Premium
Premium
Premium
Premium
2,742
2024-05-01
Mirae Asset Global Investments Co., Ltd.
ADDED
Premium
Premium
Premium
Premium
349,789
2024-05-01
Blue Trust, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Cherry Tree Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
UNCHANGED
Premium
Premium
Premium
Premium
149
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
California Public Employees Retirement System
ADDED
Premium
Premium
Premium
Premium
91,374
2024-04-30
Harel Insurance Investments & Financial Services Ltd.
ADDED
Premium
Premium
Premium
Premium
72.00
2024-04-30
JFS WEALTH ADVISORS, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
466
2024-04-30
MISSION WEALTH MANAGEMENT, LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
GPS Wealth Strategies Group, LLC
REDUCED
Premium
Premium
Premium
Premium
1,070
Rows per page:
10
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50
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1–25 of 395
Which funds are the top buyers of WK?
Fund Name
# Shares
$ Value
% Port.
ABSOLUTE INVESTMENT ADVISERS, LLC
9,175,000
11,012,300,000
1.75%
VANGUARD GROUP INC
5,004,410
508,098,000
0.01%
Mohican Financial Management, LLC
4,500,000
6,944,000
2.71%
BlackRock Inc.
4,045,160
410,705,000
0.01%
MIZUHO SECURITIES USA LLC
4,019,000
5,516,440
0.13%
FMR LLC
2,433,440
247,067,000
0.02%
MACQUARIE GROUP LTD
2,032,150
206,325,000
0.24%
RIVERBRIDGE PARTNERS LLC
1,947,640
165,160,000
2.02%
T. Rowe Price Investment Management, Inc.
1,568,360
159,236,000
0.10%
AMERIPRISE FINANCIAL INC
1,553,290
157,706,000
0.05%
Rows per page:
10
1–10 of 86
Which funds have put a big percent of portfolio in WK?
Fund Name
$ Value
% Port.
ORSER CAPITAL MANAGEMENT, LLC
4,992,850
4.68%
Kopp Family Office, LLC
7,755,000
4.53%
Mohican Financial Management, LLC
6,944,000
2.71%
Ranger Investment Management, L.P.
40,072,500
2.43%
RIVERBRIDGE PARTNERS LLC
165,160,000
2.02%
BROWN CAPITAL MANAGEMENT LLC
129,116,000
1.94%
ABSOLUTE INVESTMENT ADVISERS, LLC
11,012,300,000
1.75%
Numerai GP LLC
4,291,980
1.52%
Conestoga Capital Advisors, LLC
98,047,000
1.42%
Granahan Investment Management, LLC
42,550,200
1.41%
Rows per page:
10
1–10 of 94
Trend of No. of funds that hold WK
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
57,025,000
Unisphere Establishment
6,142,560
MIZUHO SECURITIES USA LLC
5,516,440
OCCUDO QUANTITATIVE STRATEGIES LP
4,879,840
Crestline Management, LP
3,792,960
TWINBEECH CAPITAL LP
1,727,430
Schonfeld Strategic Advisors LLC
1,148,710
Holocene Advisors, LP
1,082,210
Additions
Fund Name
% Increased
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
8,940
Qube Research & Technologies Ltd
618
Aquatic Capital Management LLC
611
JANE STREET GROUP, LLC
518
BARCLAYS PLC
387
Tower Research Capital LLC (TRC)
332
Jump Financial, LLC
307
Voya Investment Management LLC
146
Reductions
Fund Name
% Reduced
LAZARD ASSET MANAGEMENT LLC
-98.28
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-94.14
Redwood Investments, LLC
-83.51
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
-82.61
NewEdge Advisors, LLC
-77.52
AMALGAMATED BANK
-76.22
Lindbrook Capital, LLC
-75.61
Sunbelt Securities, Inc.
-74.56
Sold off
Fund Name
$ Sold
G2 Investment Partners Management LLC
-5,240,700
Hudson Bay Capital Management LP
-5,005,590
Lisanti Capital Growth, LLC
-4,282,120
Point72 Asset Management, L.P.
-3,754,240
Sculptor Capital LP
-3,503,930
Sculptor Capital LP
-3,503,930
HIGHBRIDGE CAPITAL MANAGEMENT LLC
-3,503,930
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-2,053,760