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Advantage Alpha Capital Partners’s Workiva WK Stock Holding History

Advantage Alpha 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
2025
Q4 		– Sell
-21,079
Closed -$1.81M – 121
2025
Q3 		$1.81M Sell
21,079
-57,368
-73% -$4.31M 0.55% 86
2025
Q2 		$5.37M Buy
78,447
+21,924
+39% +$1.51M 1.45% 9
2025
Q1 		$4.4M Buy
56,523
+10,953
+24% +$1.03M 1.08% 45
2024
Q4 		$4.99M Sell
45,570
-41,902
-48% -$3.86M 1.18% 33
2024
Q3 		$6.92M Buy
87,472
+10,644
+14% +$799K 1.58% 12
2024
Q2 		$5.61M Buy
76,828
+12,595
+20% +$991K 1.22% 37
2024
Q1 		$5.45M Sell
64,233
-5,233
-8% -$471K 1.02% 41
2023
Q4 		$7.05M Buy
69,466
+30,913
+80% +$2.98M 1.33% 24
2023
Q3 		$3.91M Sell
38,553
-28,408
-42% -$2.95M 0.82% 59
2023
Q2 		$6.81M Buy
66,961
+4,484
+7% +$431K 1.36% 31
2023
Q1 		$6.4M Sell
62,477
-46,374
-43% -$4.2M 1.33% 28
2022
Q4 		$9.14M Sell
108,851
-26,773
-20% -$2.07M 1.85% 17
2022
Q3 		$10.6M Buy
135,624
+14,136
+12% +$965K 1.94% 18
2022
Q2 		$8.02M Buy
121,488
+52,418
+76% +$4.36M 1.38% 31
2022
Q1 		$8.15M Buy
69,070
+26,801
+63% +$2.96M 1.22% 29
2021
Q4 		$5.52M Buy
42,269
+11,457
+37% +$1.62M 0.79% 65
2021
Q3 		$4.34M Sell
30,812
-23,629
-43% -$3.2M 0.79% 65
2021
Q2 		$6.06M Buy
+54,441
New +$5.29M 1.17% 28
2020
Q1 		– Sell
-42,352
Closed -$1.78M – 100
2019
Q4 		$1.78M Buy
+42,352
New +$1.78M 0.48% 87

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Advantage Alpha Capital Partners's WK Position: Q4 2025 in Review

Advantage Alpha Capital Partners sold out of Workiva (WK) in Q4 2025, closing a stake of 21,079 shares — an estimated $1.81M sold.

Advantage Alpha Capital Partners first reported a position in WK in Q4 2019 and held it in 19 quarters. The position peaked at $10.6M in Q3 2022. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Advantage Alpha Capital Partners reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 21,079 Workiva shares in Q4 2025, an estimated $1.81M.
  • Advantage Alpha Capital Partners first reported a position in Workiva in Q4 2019 and held it in 19 quarters.
  • Advantage Alpha Capital Partners's Workiva position peaked at $10.6M in Q3 2022.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q4 2025.