WORKIVA INC - NOTE 1.125% 8/1

Historical Holders from Q3 2020 to Q3 2025

Type / Class
Debt / NOTE 1.125% 8/1
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal, excl. options
70,618,000
Holdings value
$82,937,503
% of all portfolios
0%
Number of holders
13
Number of buys
2
Number of sells
-5
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of WORKIVA INC - NOTE 1.125% 8/1

Period Principal Value Change Price Investors
2025 Q3 70,618,000 $82,937,503 +$19,811 $1.18 13
2025 Q2 70,595,000 $76,067,193 +$1,602,323 $1.07 14
2025 Q1 70,568,999 $79,443,555 -$2,827,298 $1.12 13
2024 Q4 70,569,000 $99,077,907 -$1,254,819 $1.42 13
2024 Q3 71,459,000 $82,511,261 -$4,026,416 $1.16 13
2024 Q2 72,409,000 $80,471,357 -$15,515 $1.1 13
2024 Q1 72,409,000 $88,200,613 -$344,998 $1.21 13
2023 Q4 71,539,000 $98,613,477 +$1,494 $1.38 14
2023 Q3 71,530,000 $99,090,338 -$388,522,941 $1.38 13
2023 Q2 347,337,000 $489,441,514 +$22,762,478 $1.41 30
2023 Q1 331,316,389 $467,182,795 +$22,652,463 $1.41 39
2022 Q4 316,214,785 $390,724,675 +$1,850,519 $1.24 37
2022 Q3 308,110,785 $360,803,751 +$12,018,224 $1.17 41
2022 Q2 299,468,785 $324,925,728 -$25,292,823 $1.08 36
2022 Q1 322,717,785 $521,432,071 -$25,191,849 $1.62 31
2021 Q4 334,403,785 $591,758,300 -$41,688,725 $1.77 30
2021 Q3 356,363,000 $664,295,472 +$35,593,839 $1.87 33
2021 Q2 352,100,000 $537,021,462 +$33,216,204 $1.53 40
2021 Q1 320,074,000 $422,114,066 -$10,396,404 $1.32 35
2020 Q4 325,567,870 $439,248,987 +$12,570,308 $1.34 35
2020 Q3 330,912,000 $330,339,027 +$330,339,027 $0.999 35