WK

Workiva Inc

Latest period2024 - Q4Total superinvestors23

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 23 superinvestors own shares of Workiva Inc (WK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Workiva Inc (WK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Workiva Inc (WK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Workiva Inc (WK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Michael J. Newman@Burney Co
Recent Activity
Decreased -47.87%
0.01%
$265,757
2,427 shares@ 109.51 avg price
Anita K Bost@Heartwood Wealth Advisors Llc
Recent Activity
New Position
0.03%
$219,000
2,000 shares@ 109.5 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 8.69%
0.01%
$158,994
1,452 shares@ 109.5 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
0.03%
$87,162
796 shares@ 109.5 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Decreased -7.48%
0.03%
$78,512
717 shares@ 109.51 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
0.02%
$54,750
500 shares@ 109.5 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 39.55%
0.01%
$27,047
247 shares@ 109.51 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
0.01%
$15,987
146 shares@ 109.5 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
New Position
0.01%
$12,921
118 shares@ 109.5 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$3,833
35 shares@ 109.52 avg price