WK WORKIVA INC

Ownership history in Advisory Services Network, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WORKIVA INC (WK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q2)
Avg. % of fund
0.0%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 212 +1 +0.5% 0.00% $18K $86.08
2023 Q4 ADDED 211 +8 +3.9% 0.00% $21K $101.53
2023 Q1 UNCHANGED 203 0% 0.00% $21K $102.41
2022 Q4 REDUCED 203 -128 -38.7% 0.00% $17K $83.97
2021 Q2 ADDED 331 +65 +24.4% 0.00% $37K $111.33
2020 Q4 ADDED 266 +66 +33.0% 0.00% $24K $91.62
2020 Q3 REDUCED 200 -1,559 -88.6% 0.00% $11K $55.76
2019 Q3 UNCHANGED 1,759 0% 0.01% $102K $43.83
2019 Q2 UNCHANGED 1,759 0% 0.01% $102K $58.09
2019 Q1 INITIATED 1,759 0.01% $89K
% of Fund (quarterly)    WK price (monthly, adj. close)
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