AG
WK icon

Aperio Group’s Workiva WK Stock Holding History

Aperio Group’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
2020
Q4 		$872K Buy
9,522
+3,094
+48% +$217K ﹤0.01% 1672
2020
Q3 		$358K Buy
6,428
+2,020
+46% +$112K ﹤0.01% 1992
2020
Q2 		$236K Buy
+4,408
New +$181K ﹤0.01% 2128
2019
Q3 		– Sell
-3,695
Closed -$215K – 2763
2019
Q2 		$215K Buy
+3,695
New +$198K ﹤0.01% 2154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's WK Position: Q4 2020 in Review

Aperio Group increased its Workiva (WK) stake by 48% in Q4 2020, buying an estimated $217K and bringing the position to 9,522 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Aperio Group first reported a position in WK in Q2 2019 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold WK as of Q4 2020.

  • Aperio Group held 9,522 shares of Workiva worth $872K as of Q4 2020.
  • Aperio Group bought 3,094 Workiva shares in Q4 2020, an estimated $217K.
  • Workiva made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1672 holding.
  • Aperio Group first reported a position in Workiva in Q2 2019 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Workiva as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.