Adage Capital Partners’s Workiva WK Stock Holding History

Adage Capital Partners’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35,000	Closed	-$2.94M	–	1005
2022 Q4	$2.94M	Buy	+35,000	New	+$2.71M	0.01%	792

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Adage Capital Partners's WK Position: Q1 2023 in Review

Adage Capital Partners sold out of Workiva (WK) in Q1 2023, closing a stake of 35,000 shares — an estimated $2.94M sold.

Adage Capital Partners first reported a position in WK in Q4 2022 and held it in 1 quarter. The position peaked at $2.94M in Q4 2022. 310 funds tracked by Wall St. Rank hold WK as of Q1 2023.

Adage Capital Partners reported no remaining Workiva position as of Q1 2023 after selling out during the quarter.
Adage Capital Partners sold 35,000 Workiva shares in Q1 2023, an estimated $2.94M.
Adage Capital Partners first reported a position in Workiva in Q4 2022 and held it in 1 quarter.
Adage Capital Partners's Workiva position peaked at $2.94M in Q4 2022.
310 funds tracked by Wall St. Rank held Workiva as of Q1 2023.

Based on Adage Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.