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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
201
Squarepoint
201
Squarepoint
New York
– -$313K -5,854 Closed
202
PTC
202
Petrus Trust Company
Dallas, Texas
– -$307K -5,735 Closed
203
QC
203
Quadrature Capital
London, United Kingdom
– -$298K -5,551 Closed
204
BFM
204
Boothbay Fund Management
New York
– -$286K -5,355 Closed
205
SRAM
205
Stone Ridge Asset Management
New York
– -$248K -4,642 Closed
206
GAM
206
Gotham Asset Management
New York
– -$247K -4,623 Closed
207
Jane Street
207
Jane Street
New York
– -$236K -4,406 Closed
208
QCG
208
Quadrant Capital Group
Cincinnati, Ohio
– -$103K -1,917 Closed
209
SCA
209
Stonebridge Capital Advisors
St Paul, Minnesota
– -$53K -1,000 Closed
210
Truist Financial
210
Truist Financial
Charlotte, North Carolina
– -$34K -634 Closed
211
PA
211
Procyon Advisors
Shelton, Connecticut
– -$17K -315 Closed
212
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
– -$14K -269 Closed
213
AIM
213
Anchor Investment Management
Columbia, South Carolina
– -$6.21K -116 Closed
214
VFA
214
Valeo Financial Advisors
Carmel, Indiana
– -$1K -28 Closed
1
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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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