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Baron Wealth Management’s Workiva WK Stock Holding History

Baron Wealth Management’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
Q1 		– Sell
-2,737
Closed -$300K – 238
2024
Q4 		$300K Hold
2,737
– – 0.14% 126
2024
Q3 		$217K Sell
2,737
-390
-12% -$29.3K 0.1% 175
2024
Q2 		$228K Sell
3,127
-17
-0.5% -$1.34K 0.12% 149
2024
Q1 		$267K Hold
3,144
– – 0.14% 133
2023
Q4 		$319K Sell
3,144
-2
-0.1% -$193 0.17% 98
2023
Q3 		$319K Buy
3,146
+49
+2% +$5.09K 0.2% 85
2023
Q2 		$315K Buy
3,097
+25
+0.8% +$2.4K 0.2% 88
2023
Q1 		$315K Hold
3,072
– – 0.22% 75
2022
Q4 		$258K Buy
+3,072
New +$238K 0.2% 96

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baron Wealth Management's WK Position: Q1 2025 in Review

Baron Wealth Management sold out of Workiva (WK) in Q1 2025, closing a stake of 2,737 shares — an estimated $300K sold.

Baron Wealth Management first reported a position in WK in Q4 2022 and held it in 9 quarters. The position peaked at $319K in Q4 2023. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Baron Wealth Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Baron Wealth Management sold 2,737 Workiva shares in Q1 2025, an estimated $300K.
  • Baron Wealth Management first reported a position in Workiva in Q4 2022 and held it in 9 quarters.
  • Baron Wealth Management's Workiva position peaked at $319K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Baron Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.