WORKIVA INC

Ticker: WK CUSIP: 98139A105 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,443 Value ($000) $2,798 Avg Close $88.54 Range $81.05 - $97.09
Q3 2025
Shares 22,616 Value ($000) $1,947 Avg Close $75.12 Range $63.80 - $93.00
Q2 2025
Shares 5,902 Value ($000) $404 Avg Close $68.78 Range $60.50 - $78.45
Q1 2025
Shares 23,413 Value ($000) $1,777 Avg Close $94.44 Range $74.40 - $115.49
Q4 2024
Shares 20,804 Value ($000) $2,278 Avg Close $92.18 Range $75.71 - $116.83
Q3 2024
Shares 11,929 Value ($000) $944 Avg Close $75.08 Range $65.47 - $81.58
Q2 2024
Shares 6,876 Value ($000) $502 Avg Close $78.70 Range $69.45 - $91.20
Q1 2024
Shares 5,732 Value ($000) $486 Avg Close $90.07 Range $80.50 - $100.12
Q4 2023
Shares 4,211 Value ($000) $428 Avg Close $96.44 Range $83.47 - $105.00
Q3 2023
Shares 4,629 Value ($000) $469 Avg Close $103.93 Range $95.29 - $116.00
Q2 2023
Shares 3,255 Value ($000) $331 Avg Close $96.15 Range $85.20 - $106.99
Q1 2023
Shares 3,082 Value ($000) $316 Avg Close $90.62 Range $79.20 - $104.76
Q4 2022
Shares 2,881 Value ($000) $242 Avg Close $77.50 Range $62.58 - $91.84
Q1 2022
Shares 6,286 Value ($000) $742 Avg Close $110.54 Range $87.59 - $131.91
Q4 2021
Shares 8,721 Value ($000) $1,138 Avg Close $141.03 Range $122.26 - $173.24
Q3 2021
Shares 8,174 Value ($000) $1,152 Avg Close $135.48 Range $110.23 - $156.48
Q2 2021
Shares 8,174 Value ($000) $910 Avg Close $97.10 Range $83.65 - $115.62
Q1 2021
Shares 8,174 Value ($000) $721 Avg Close $98.98 Range $80.00 - $114.68
Q4 2020
Shares 8,174 Value ($000) $749 Avg Close $70.23 Range $52.86 - $93.74