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Get Institutions for : 
Workiva Llc (WK)  
$74.47 0.30 (0.4%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 314    24
Total shares held : 
46,841,524  
% of shares held : 
93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -26  
Amount of shares held : 
1,541,039  
% of shares held change : 
  3.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$95.63  
Last Quarter's Ending Price : 
$84.80  
Last Quarter's Average Price
$90.07  
Change from last quarter's     
avg. price to the last closing  : 
15.60 (17.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 683,876
 1.46%
 
Increased Positions :
120
 2,767,249
 5.91%
 
Unchanged Positions :
56
 590,278
 1.26%
 
Decreased Positions :
122
-1,494,416
-3.19%
 
Closed Positions :
40
-415,670
-0.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Tensile Capital Management LLC 18 *New 2024-03-31 80,000 $6,784,000 80,000
   Ilmarinen Mutual Pension Insurance Co 170 *New 2024-03-31 50,000 $4,240,000 50,000
   BURNEY CO/ 168 *New 2024-03-31 43,373 $3,678,000 43,373
   SQN Investors LP 17 *New 2024-03-31 39,300 $3,333,000 39,300
   Cetera Investment Advisers 1698 *New 2024-03-31 19,215 $1,629,000 19,215
   MARSHALL WACE LLP 1509 *New 2024-03-31 9,050 $767,000 9,050
   FOX RUN MANAGEMENT L.L.C. 299 *New 2024-03-31 7,074 $600,000 7,074
   Alpha Paradigm Partners LLC 146 *New 2022-12-31 6,898 $579,000 6,898
   HPM Partners LLC 1747 *New 2024-03-31 4,341 $368,000 4,341
   ADVISOR PARTNERS II LLC 878 *New 2023-09-30 3,447 $349,000 3,447
   Nebula Research & Development LLC 511 *New 2024-03-31 3,765 $319,000 3,765
   Portfolio Strategies Inc. 92 *New 2024-03-31 3,425 $290,000 3,425
   ARMISTICE CAPITAL LLC 242 *New 2024-03-31 3,362 $285,000 3,362
   Dynasty Wealth Management LLC 243 *New 2024-03-31 2,670 $226,000 2,670
   Point72 Asia (Singapore) Pte. Ltd. 384 *New 2024-03-31 2,629 $223,000 2,629
   nVerses Capital LLC 50 *New 2024-03-31 2,200 $187,000 2,200
   Nelson Van Denburg & Campbell Wealth Management Gr 1315 *New 2024-03-31 466 $40,000 466
   EntryPoint Capital LLC 865 *New 2024-03-31 475 $40,000 475
   Atlantic Trust Group LLC 1796 *New 2024-03-31 426 $36,000 426
   ZBN.A. 495 *New 2024-03-31 340 $29,000 340
   Headlands Technologies LLC 960 *New 2024-03-31 176 $15,000 176
   Rise Advisors LLC 988 *New 2024-03-31 146 $12,000 146
   MATHER GROUP, INC. 1223 *New 2024-03-31 89 $9,000 89
   SIMPLEX TRADING LLC 2019 *New 2024-03-31 52 $4,000 52
   Quest Partners LLC 1238 *New 2024-03-31 6 $1,000 6
   SALEM INVESTMENT COUNSELORS INC 1070 *New 2024-03-31 15 $1,000 15
   Riggs Asset Managment Co. Inc. 525 *New 2024-03-31 6 $1,000 6

  27 Records found
  1    
  Page 1 of 1
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