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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
176
PTC
176
Petrus Trust Company
Dallas, Texas
– -$311K -7,087 Closed
177
Principal Financial Group
177
Principal Financial Group
Des Moines, Iowa
– -$302K -6,892 Closed
178
Sumitomo Mitsui Trust Group
178
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
– -$294K -6,710 Closed
179
MAM
179
Meeder Asset Management
Dublin, Ohio
– -$282K -6,434 Closed
180
RJFSA
180
Raymond James Financial Services Advisors
St. Petersburg, Florida
– -$271K -6,188 Closed
181
NICM
181
Neo Ivy Capital Management
New York
– -$294K -6,103 Closed
182
ACI
182
AMP Capital Investors
Sydney, Australia
– -$256K -5,900 Closed
183
ARTA
183
A.R.T. Advisors
New York
– -$257K -5,866 Closed
184
CEP
184
Chicago Equity Partners
Chicago, Illinois
– -$255K -5,815 Closed
185
EMG
185
Ellington Management Group
Old Greenwich, Connecticut
– -$202K -4,600 Closed
186
Point72 Asset Management
186
Point72 Asset Management
Stamford, Connecticut
– -$188K -4,300 Closed
187
CIP
187
Convergence Investment Partners
Palm Beach Gardens, Florida
– -$173K -3,952 Closed
188
ASN
188
Advisory Services Network
Atlanta, Georgia
– -$102K -1,759 Closed
189
OSAM
189
O'Shaughnessy Asset Management
Stamford, Connecticut
– -$72K -1,649 Closed
190
Simplex Trading
190
Simplex Trading
Chicago, Illinois
– -$36.3K -862 Closed
191
AS
191
Altshuler Shaham
Tel Aviv, Israel
– -$18K -406 Closed
192
QT
192
Quantamental Technologies
White Plains, New York
– -$4K -85 Closed
193
GRP
193
Global Retirement Partners
San Rafael, California
– -$3K -76 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 Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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