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Creative Planning WK Position History
Workiva Inc. • Technology
Quarters held
8
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $25K |
| Q4 2025 | $2.8M |
| Q1 2026 | $1.9M |
| Q2 2026 | $9K |
| Q2 2026 | $1M |
| Q3 2026 | $43K |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 42.8K | — | — |
| Q3 2026 | $43K | 646 | — | — |
| Q2 2026 | $1M | 21.0K | — | — |
| Q2 2026 | $9K | 188 | — | — |
| Q1 2026 | $1.9M | 32.0K | — | — |
| Q4 2025 | $2.8M | 32.4K | — | — |
| Q3 2025 | $25K | 296 | — | — |
| Q3 2025 | $1.9M | 22.3K | — | — |
Other funds holding WK
$1B
$505.1M
$502.5M
$442M
$418.4M
$320.5M
$319.7M
$221.9M