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Bogle Investment Management’s Workiva WK Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-14,793
Closed -$825K – 274
2020
Q3 		$825K Buy
+14,793
New +$823K 0.24% 116
2019
Q3 		– Sell
-113,209
Closed -$6.58M – 336
2019
Q2 		$6.58M Sell
113,209
-25,131
-18% -$1.35M 0.52% 78
2019
Q1 		$7.01M Buy
138,340
+74,338
+116% +$3.27M 0.54% 77
2018
Q4 		$2.3M Sell
64,002
-34,529
-35% -$1.21M 0.18% 145
2018
Q3 		$3.89M Buy
98,531
+84,178
+586% +$2.62M 0.28% 113
2018
Q2 		$350K Sell
14,353
-14,940
-51% -$376K 0.03% 248
2018
Q1 		$694K Buy
+29,293
New +$674K 0.05% 256

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

Bogle Investment Management's WK Position: Q4 2020 in Review

Bogle Investment Management sold out of Workiva (WK) in Q4 2020, closing a stake of 14,793 shares — an estimated $825K sold.

Bogle Investment Management first reported a position in WK in Q1 2018 and held it in 7 quarters. The position peaked at $7.01M in Q1 2019. 216 funds tracked by Wall St. Rank hold WK as of Q4 2020.

  • Bogle Investment Management reported no remaining Workiva position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 14,793 Workiva shares in Q4 2020, an estimated $825K.
  • Bogle Investment Management first reported a position in Workiva in Q1 2018 and held it in 7 quarters.
  • Bogle Investment Management's Workiva position peaked at $7.01M in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Workiva as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.