Current Value of Holding

$28 Million

Shares

415 Thousand

% of Portfolio

0.04%

Average Buy Price

$36.5

Avg closing price
Price range

37 Jim Simons Workiva Trades

Jim Simons's position in Workiva is currently worth $28 Million. That's 0.04% of their equity portfolio (479th largest holding). The first Workiva trade was made in Q4 2015. Since then Jim Simons bought shares nineteen more times and sold shares on seventeen occasions. The stake costed the investor $15.1 Million, netting the investor a gain of 85% so far.

Avg closing price
Price range
Sold 11.3% shares (-52.8 Thousand shares) Q4 2024
Avg closing price $92.95
Price range $76.11 - $115.46
Sold 10.2% shares (-52.8 Thousand shares) Q3 2024
Avg closing price $75.09
Price range $70.26 - $80.48
Sold 14.9% shares (-90.8 Thousand shares) Q2 2024
Avg closing price $78.70
Price range $70.22 - $85.49
Sold 1.1% shares (-6.7 Thousand shares) Q1 2024
Avg closing price $90.07
Price range $82.01 - $99.48
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

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