Position
Creative Planning in Workiva Inc
Back to the book · All holders of WK
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$852K$86.25 → $59.63
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 32.4K | $2.8M | — | — | — | 0.0% |
| Q1 2026 | 32K | $1.91M | $59.63 | −$852K | −$37.8K | 0.0% |