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Workiva
WK
Market cap $3.95B

Overview Fund Trends Fund Holders
72.64 USD
+0.14
0.19%
At close Updated Oct 14, 4:00 PM EDT
Pre-market
After hours
72.64
0.00
0%
1 day
0.19%
5 days
0.92%
1 month
-4.28%
3 months
35.3%
6 months
31.79%
Year to date
-12.45%
1 year
-16.96%
5 years
-47.96%
10 years
332.38%
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
# Name Holding Trade Value Shares
Change
Change in
Stake
276
VI
276
Versor Investments
New York
– -$397K -6,017 Closed
277
American Century Companies
277
American Century Companies
Kansas City, Missouri
– -$383K -5,800 Closed
278
AQR Capital Management
278
AQR Capital Management
Greenwich, Connecticut
– -$333K -5,044 Closed
279
SF
279
Synovus Financial
Columbus, Georgia
– -$330K -4,951 Closed
280
Bank of Montreal
280
Bank of Montreal
Toronto, Ontario, Canada
– -$340K -4,865 Closed
281
Walleye Capital
281
Walleye Capital
New York
– -$313K -4,747 Closed
282
William Blair & Company
282
William Blair & Company
Chicago, Illinois
– -$309K -4,675 Closed
283
DIM
283
DC Investments Management
Mclean, Virginia
– -$296K -4,487 Closed
284
QC
284
Quadrature Capital
London, United Kingdom
– -$220K -3,339 Closed
285
Federated Hermes
285
Federated Hermes
Pittsburgh, Pennsylvania
– -$220K -3,335 Closed
286
MM
286
MQS Management
New York
– -$217K -3,288 Closed
287
EWA
287
EverSource Wealth Advisors
Birmingham, Alabama
– -$53K -810 Closed
288
Lazard Asset Management
288
Lazard Asset Management
New York
– -$46K -703 Closed
289
TWA
289
TCI Wealth Advisors
Tucson, Arizona
– -$7K -110 Closed
290
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
– -$4.1K -60 -92%
291
IHWM
291
Iron Horse Wealth Management
Johston, Iowa
– -$3K -50 Closed
292
WT
292
Whittier Trust
South Pasadena, California
– -$2K -31 Closed
293
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
San Mateo, California
– -$1K -19 Closed
294
GWS
294
Glassman Wealth Services
Vienna, Virginia
– -$1K -14 Closed
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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