INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WORKIVA INC ownership

WORKIVA INC's ticker is WK and the CUSIP is 98139A105. A total of 220 filers reported holding WORKIVA INC in Q4 2020. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WORKIVA INC
ValueSharesWeighting
Q2 2022$1,253,000
-44.1%
18,9830.0%0.22%
-38.5%
Q1 2022$2,240,000
-9.6%
18,9830.0%0.35%
-9.1%
Q4 2021$2,477,000
-7.4%
18,9830.0%0.39%
-9.8%
Q3 2021$2,676,000
+26.6%
18,9830.0%0.43%
+23.0%
Q2 2021$2,113,000
+26.1%
18,9830.0%0.35%
+7.4%
Q1 2021$1,675,000
-3.7%
18,9830.0%0.32%
-11.2%
Q4 2020$1,739,000
+64.4%
18,9830.0%0.36%
+48.4%
Q3 2020$1,058,000
+4.2%
18,9830.0%0.25%
+17.1%
Q2 2020$1,015,000
+65.3%
18,9830.0%0.21%
+48.9%
Q1 2020$614,000
-23.1%
18,9830.0%0.14%
-16.6%
Q4 2019$798,000
-4.1%
18,9830.0%0.17%
-7.7%
Q3 2019$832,000
-24.6%
18,9830.0%0.18%
-23.1%
Q2 2019$1,103,000
+14.7%
18,9830.0%0.24%
+17.8%
Q1 2019$962,000
+41.3%
18,9830.0%0.20%
+32.0%
Q4 2018$681,000
-9.2%
18,9830.0%0.15%
+3.4%
Q3 2018$750,000
+62.0%
18,9830.0%0.15%
+54.2%
Q2 2018$463,000
+2.9%
18,9830.0%0.10%
+1.1%
Q1 2018$450,000
-21.2%
18,983
-28.8%
0.10%
-12.8%
Q4 2017$571,000
-62.1%
26,673
-63.1%
0.11%
-63.9%
Q3 2017$1,505,000
+9.5%
72,2030.0%0.30%
-10.4%
Q2 2017$1,375,000
+21.7%
72,2030.0%0.34%
-4.3%
Q1 2017$1,130,000
+14.6%
72,2030.0%0.35%
+13.2%
Q4 2016$986,000
-24.7%
72,2030.0%0.31%
-28.5%
Q3 2016$1,309,000
+32.8%
72,2030.0%0.44%
+26.8%
Q2 2016$986,00072,2030.34%
Other shareholders
WORKIVA INC shareholders Q4 2020
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 1,033,292$94,670,0004.87%
ORSER CAPITAL MANAGEMENT, LLC 80,800$7,403,0004.69%
Alamar Capital Management, LLC 39,324$3,603,0003.89%
Ranger Investment Management 770,704$70,612,0003.72%
Washington Harbour Partners LP 219,002$20,065,0003.69%
Redwood Investments, LLC 420,114$38,491,0003.28%
Granahan Investment Management 1,336,374$122,439,0002.75%
G2 Investment Partners Management LLC 155,155$14,215,0002.61%
RIVERBRIDGE PARTNERS LLC 1,582,259$144,967,0001.60%
Pier Capital, LLC 124,083$11,368,0001.20%
View complete list of WORKIVA INC shareholders