Current Value of Holding

$48.2 Million

Shares

618 Thousand

% of Portfolio

0.07%

Average Buy Price

$36.5

Avg closing price
Price range

33 Jim Simons Workiva Trades

Jim Simons's position in Workiva is currently worth $48.2 Million. That's 0.07% of their equity portfolio (308th largest holding). The investor owns 1.18% of the outstanding Workiva stock. The first Workiva trade was made in Q4 2015. Since then Jim Simons bought shares nineteen more times and sold shares on thirteen occasions. The stake costed the investor $22.6 Million, netting the investor a gain of 114% so far.

Avg closing price
Price range
Increased shares by 13.5% (+73.4 Thousand shares) Q4 2023
Avg closing price $96.44
Price range $85.16 - $104.40
Sold 12.7% shares (-78.9 Thousand shares) Q3 2023
Avg closing price $103.93
Price range $96.50 - $112.52
Increased shares by 2.0% (+12 Thousand shares) Q2 2023
Avg closing price $96.15
Price range $85.76 - $102.90
Increased shares by 2.5% (+15.1 Thousand shares) Q1 2023
Avg closing price $90.62
Price range $81.17 - $102.41
Sold 12.5% shares (-84.9 Thousand shares) Q4 2022
Avg closing price $77.50
Price range $66.98 - $85.47
Sold 26.2% shares (-242 Thousand shares) Q3 2022
Avg closing price $68.28
Price range $59.95 - $77.80
Increased shares by 0.5% (+5 Thousand shares) Q2 2022
Avg closing price $83.24
Price range $62.01 - $122.35
Increased shares by 10.9% (+90 Thousand shares) Q1 2022
Avg closing price $110.54
Price range $93.64 - $128.13
Sold 7.0% shares (-62.7 Thousand shares) Q4 2021
Avg closing price $141.04
Price range $125.96 - $160.85
Sold 23.1% shares (-267 Thousand shares) Q3 2021
Avg closing price $135.48
Price range $113.04 - $154.12
Sold 14.4% shares (-194 Thousand shares) Q2 2021
Avg closing price $97.10
Price range $86.14 - $114.26
Sold 2.1% shares (-28.9 Thousand shares) Q1 2021
Avg closing price $98.98
Price range $82.51 - $114.68
Sold 6.6% shares (-98.2 Thousand shares) Q4 2020
Avg closing price $70.23
Price range $53.83 - $93.34
Sold 0.6% shares (-8.5 Thousand shares) Q3 2020
Avg closing price $55.64
Price range $52.60 - $61.28
Sold 0.7% shares (-10.3 Thousand shares) Q2 2020
Avg closing price $40.98
Price range $30.83 - $55.50
Sold 14.3% shares (-249 Thousand shares) Q1 2020
Avg closing price $41.57
Price range $24.82 - $48.79
Sold 7.9% shares (-149 Thousand shares) Q4 2019
Avg closing price $42.13
Price range $38.49 - $45.19
Increased shares by 7.3% (+128 Thousand shares) Q3 2019
Avg closing price $52.69
Price range $43.25 - $63.05
Increased shares by 8.1% (+133 Thousand shares) Q2 2019
Avg closing price $53.58
Price range $49.35 - $58.09
Increased shares by 22.2% (+297 Thousand shares) Q1 2019
Avg closing price $43.97
Price range $35.22 - $50.70

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