Stock TransactionsWORKIVA INC

Total Bought
1,831,434
57 transactions
Total Sold
2,086,123
70 transactions
Net
-254,689
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
LOOMIS SAYLES & CO L P263,778683,418+419,6400.040.12+0.08buy
Invesco Ltd.778,4431,177,051+398,6080.020.03+0.01buy
MACQUARIE GROUP LTD1,882,7932,023,889+141,0960.220.26+0.04buy
AMERIPRISE FINANCIAL INC1,421,5241,547,618+126,0940.050.05+0.01buy
TimesSquare Capital Management, LLC285,639398,190+112,5510.420.63+0.21buy
ENVESTNET ASSET MANAGEMENT INC180,157237,690+57,5330.010.01+0.00buy
Artisan Partners Limited Partnership1,171,5801,223,503+51,9230.190.21+0.02buy
Swedbank AB70,000120,000+50,0000.010.02+0.01buy
BROWN CAPITAL MANAGEMENT LLC992,0811,037,452+45,3711.431.61+0.18buy
SEI INVESTMENTS CO257,680302,594+44,9140.050.06+0.01buy
GEODE CAPITAL MANAGEMENT, LLC916,651959,951+43,3000.010.01+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND358,040397,350+39,3100.050.06+0.01buy
BESSEMER GROUP INC83,268120,060+36,7920.020.03+0.01buy
Hillsdale Investment Management Inc.3536,560+36,5250.000.34+0.34buy
NORGES BANK491,908527,464+35,5560.010.01+0.00buy
VISTA EQUITY PARTNERS MANAGEMENT, LLC120,552151,519+30,9670.280.38+0.11buy
Conestoga Capital Advisors, LLC918,310947,290+28,9801.481.65+0.17buy
Trexquant Investment LP34,18960,533+26,3440.090.16+0.07buy
TWO SIGMA INVESTMENTS, LP162,215182,804+20,5890.050.06+0.01buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC339,173354,524+15,3510.110.12+0.01buy
Dynamic Technology Lab Private Ltd2,01115,390+13,3790.030.16+0.13buy
FEDERATED HERMES, INC.112,669122,951+10,2820.030.03+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/395,128402,055+6,9270.010.01+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP63,34069,383+6,0430.030.04+0.00buy
Engineers Gate Manager LP6,77511,084+4,3090.030.04+0.02buy
MOODY NATIONAL BANK TRUST DIVISION13,65417,404+3,7500.100.11+0.02buy
Petrus Trust Company, LTA4,0187,591+3,5730.050.08+0.04buy
Vontobel Holding Ltd.12,87215,390+2,5180.010.01+0.00buy
MOODY ALDRICH PARTNERS LLC60,35362,528+2,1751.191.20+0.01buy
NORTHERN TRUST CORP592,235594,345+2,1100.010.01+0.00buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM88,73390,621+1,8880.010.01+0.00buy
Swiss National Bank107,121108,921+1,8000.010.01+0.00buy
Arax Advisory Partners5862,117+1,5310.010.03+0.02buy
Zurcher Kantonalbank (Zurich Cantonalbank)8,5459,934+1,3890.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS18,74220,090+1,3480.010.01+0.00buy
MQS Management LLC3,0114,154+1,1430.210.26+0.05buy
DEUTSCHE BANK AG\378,026379,023+9970.020.03+0.00buy
AMERICAN INTERNATIONAL GROUP, INC.23,55524,423+8680.020.02+0.00buy
Ameritas Investment Partners, Inc.4,0414,862+8210.020.02+0.00buy
RIA Advisory Group LLC4,2874,969+6820.190.23+0.04buy
Russell Investments Group, Ltd.113,451114,130+6790.020.02+0.00buy
HARVEST MANAGEMENT LLC3,0003,500+5000.310.20-0.11buy
Arizona State Retirement System13,82114,106+2850.010.01+0.00buy
Parkside Financial Bank & Trust2,0692,270+2010.050.05+0.00buy
GPS Wealth Strategies Group, LLC9001,075+1750.020.02+0.00buy
METROPOLITAN LIFE INSURANCE CO/NY2,6722,815+1430.010.02+0.00buy
Foster Group, Inc.4,2294,368+1390.030.03+0.00buy
Colonial Trust Co / SC108169+610.000.00+0.00buy
Baron Wealth Management LLC3,0973,146+490.200.20+0.00buy
NEXT CENTURY GROWTH INVESTORS LLC39,85539,899+440.390.44+0.05buy
ADVISORY RESEARCH INC24,49424,537+430.320.35+0.03buy
ROSENBLUM SILVERMAN SUTTON S F INC /CA33,06233,102+401.111.14+0.03buy
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,2462,276+300.060.07+0.00buy
First Horizon Advisors, Inc.599628+290.000.00+0.00buy
ProShare Advisors LLC6,6556,680+250.000.00+0.00buy
Quantinno Capital Management LP2,4592,468+90.010.01-0.00buy
SAGE RHINO CAPITAL LLC4,5294,534+50.130.13+0.00buy
Glass Jacobson Investment Advisors llc109-10.000.00-0.00sell
Washington Trust Advisors, Inc.5346-70.000.00-0.00sell
WEDBUSH SECURITIES INC2,0302,020-100.010.01+0.00sell
Harel Insurance Investments & Financial Services Ltd.121111-100.000.00-0.00sell
CWM, LLC7,1977,186-110.000.00-0.00sell
Bell Investment Advisors, Inc5035-150.000.00-0.00sell
WEALTH ALLIANCE, LLC2,5172,499-180.040.04+0.00sell
Empower Advisory Group, LLC8,6838,661-220.000.00+0.00sell
Migdal Insurance & Financial Holdings Ltd.212186-260.000.00-0.00sell
AZZAD ASSET MANAGEMENT INC /ADV17,99717,971-260.250.26+0.01sell
FIRST HAWAIIAN BANK4,8354,795-400.020.02+0.00sell
AFFINITY INVESTMENT ADVISORS, LLC6,9766,936-400.410.45+0.04sell
SHELL ASSET MANAGEMENT CO2,7452,702-430.010.01+0.00sell
Assenagon Asset Management S.A.18,45318,400-530.010.01-0.00sell
CANADA LIFE ASSURANCE Co66,54966,483-660.020.02+0.00sell
Cornerstone Planning Group LLC262182-800.010.01-0.00sell
Voya Financial Advisors, Inc.5,5505,463-870.070.07+0.00sell
OneDigital Investment Advisors LLC43,48643,366-1200.100.10-0.00sell
XPONANCE, INC.3,9683,839-1290.010.01-0.00sell
MGO ONE SEVEN LLC3,6133,476-1370.030.03-0.01sell
HARBOR CAPITAL ADVISORS, INC.8,8458,673-1720.180.19+0.01sell
STEPH & CO2,3872,213-1740.130.13-0.01sell
VIRGINIA RETIREMENT SYSTEMS ET Al7,0006,800-2000.010.01-0.00sell
HANTZ FINANCIAL SERVICES, INC.4,0293,828-2010.010.01-0.00sell
Corton Capital Inc.3,4513,178-2730.160.16-0.00sell
FDx Advisors, Inc.7,7877,442-3450.040.06+0.02sell
Crossmark Global Holdings, Inc.4,4414,028-4130.010.01-0.00sell
Bell Bank10,4019,974-4270.110.11-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,7422,312-4300.030.03-0.00sell
HARBOR INVESTMENT ADVISORY, LLC1,179699-4800.020.01-0.01sell
Dorsey & Whitney Trust CO LLC25,78925,212-5770.220.22+0.01sell
SEGALL BRYANT & HAMILL, LLC142,054141,164-8900.150.17+0.01sell
AXA S.A.112,191111,282-9090.040.04+0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC16,98516,064-9210.010.01-0.00sell
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC27,80026,693-1,1070.030.03+0.00sell
STATE OF WISCONSIN INVESTMENT BOARD59,77058,268-1,5020.020.02+0.00sell
Diversified Trust Co7,0955,518-1,5770.030.02-0.01sell
Knights of Columbus Asset Advisors LLC22,65820,875-1,7830.210.19-0.01sell
US BANCORP \DE\28,39526,611-1,7840.000.00-0.00sell
NATIXIS14,32612,026-2,3000.010.01-0.00sell
Aquatic Capital Management LLC7,1003,400-3,7000.040.01-0.02sell
OPPENHEIMER ASSET MANAGEMENT INC.90,99686,556-4,4400.140.14-0.00sell
INGALLS & SNYDER LLC54,08749,440-4,6470.270.24-0.02sell
Page 1 of 2