Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Workiva WK Stock Holding History

Capital Fund Management (CFM)’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
2022
Q3 		– Sell
-13,984
Closed -$923K – 1682
2022
Q2 		$923K Sell
13,984
-25,918
-65% -$2.16M 0.01% 1101
2022
Q1 		$4.71M Buy
39,902
+21,234
+114% +$2.35M 0.04% 594
2021
Q4 		$2.44M Buy
+18,668
New +$2.63M 0.02% 955
2020
Q2 		– Sell
-9,334
Closed -$302K – 1618
2020
Q1 		$302K Sell
9,334
-6,216
-40% -$258K ﹤0.01% 1225
2019
Q4 		$654K Sell
15,550
-1,950
-11% -$82.1K 0.01% 1275
2019
Q3 		$767K Sell
17,500
-3,300
-16% -$174K 0.01% 1096
2019
Q2 		$1.21M Buy
20,800
+14,600
+235% +$782K 0.01% 958
2019
Q1 		$314K Buy
+6,200
New +$273K ﹤0.01% 1432
2018
Q3 		– Sell
-12,700
Closed -$310K – 2311
2018
Q2 		$310K Buy
+12,700
New +$320K ﹤0.01% 1775

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital Fund Management (CFM)'s WK Position: Q3 2022 in Review

Capital Fund Management (CFM) sold out of Workiva (WK) in Q3 2022, closing a stake of 13,984 shares — an estimated $923K sold.

Capital Fund Management (CFM) first reported a position in WK in Q2 2018 and held it in 9 quarters. The position peaked at $4.71M in Q1 2022. 261 funds tracked by Wall St. Rank hold WK as of Q3 2022.

  • Capital Fund Management (CFM) reported no remaining Workiva position as of Q3 2022 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,984 Workiva shares in Q3 2022, an estimated $923K.
  • Capital Fund Management (CFM) first reported a position in Workiva in Q2 2018 and held it in 9 quarters.
  • Capital Fund Management (CFM)'s Workiva position peaked at $4.71M in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2022, filed 14 Nov 2022.