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Champlain Investment Partners’s Workiva WK Stock Holding History

Champlain Investment 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
2024
Q3 		– Sell
-1,100,774
Closed -$80.3M – 133
2024
Q2 		$80.3M Sell
1,100,774
-239,340
-18% -$18.8M 0.49% 86
2024
Q1 		$114M Buy
1,340,114
+492,945
+58% +$44.4M 0.65% 64
2023
Q4 		$86M Sell
847,169
-44,014
-5% -$4.24M 0.51% 83
2023
Q3 		$90.3M Sell
891,183
-261,072
-23% -$27.1M 0.59% 72
2023
Q2 		$117M Sell
1,152,255
-258,435
-18% -$24.8M 0.72% 58
2023
Q1 		$144M Sell
1,410,690
-112,245
-7% -$10.2M 0.91% 41
2022
Q4 		$128M Sell
1,522,935
-46,545
-3% -$3.61M 0.82% 48
2022
Q3 		$122M Buy
1,569,480
+159,310
+11% +$10.9M 0.83% 50
2022
Q2 		$93.1M Buy
1,410,170
+310,375
+28% +$25.8M 0.6% 71
2022
Q1 		$130M Buy
1,099,795
+167,320
+18% +$18.5M 0.67% 67
2021
Q4 		$122M Sell
932,475
-12,250
-1% -$1.73M 0.55% 84
2021
Q3 		$133M Sell
944,725
-143,170
-13% -$19.4M 0.64% 68
2021
Q2 		$121M Buy
1,087,895
+133,695
+14% +$13M 0.58% 79
2021
Q1 		$84.2M Buy
954,200
+240,980
+34% +$23.9M 0.44% 96
2020
Q4 		$65.3M Sell
713,220
-315,420
-31% -$22.2M 0.38% 90
2020
Q3 		$57.4M Buy
1,028,640
+432,555
+73% +$24.1M 0.39% 86
2020
Q2 		$31.9M Buy
+596,085
New +$24.4M 0.23% 109

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Champlain Investment Partners's WK Position: Q3 2024 in Review

Champlain Investment Partners sold out of Workiva (WK) in Q3 2024, closing a stake of 1,100,774 shares — an estimated $80.3M sold.

Champlain Investment Partners first reported a position in WK in Q2 2020 and held it in 17 quarters. The position peaked at $144M in Q1 2023. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Champlain Investment Partners reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Champlain Investment Partners sold 1,100,774 Workiva shares in Q3 2024, an estimated $80.3M.
  • Champlain Investment Partners first reported a position in Workiva in Q2 2020 and held it in 17 quarters.
  • Champlain Investment Partners's Workiva position peaked at $144M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Champlain Investment Partners's 13F filing for Q3 2024, filed 12 Nov 2024.