CCA
WK icon

Conestoga Capital Advisors’s Workiva WK Stock Holding History

Conestoga Capital Advisors’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
2026
Q1 		$45M Sell
754,553
-328,690
-30% -$22.9M 0.9% 35
2025
Q4 		$93.4M Buy
1,083,243
+87,056
+9% +$7.71M 1.57% 28
2025
Q3 		$85.8M Sell
996,187
-174,124
-15% -$13.1M 1.38% 31
2025
Q2 		$80.1M Sell
1,170,311
-8,868
-0.8% -$610K 1.18% 35
2025
Q1 		$89.5M Buy
1,179,179
+14,160
+1% +$1.34M 1.35% 32
2024
Q4 		$128M Buy
1,165,019
+140,310
+14% +$12.9M 1.69% 25
2024
Q3 		$81.1M Sell
1,024,709
-163,736
-14% -$12.3M 1.1% 36
2024
Q2 		$86.7M Buy
1,188,445
+32,230
+3% +$2.54M 1.3% 34
2024
Q1 		$98M Buy
1,156,215
+203,485
+21% +$18.3M 1.42% 31
2023
Q4 		$96.7M Buy
952,730
+5,440
+0.6% +$525K 1.45% 28
2023
Q3 		$96M Buy
947,290
+28,980
+3% +$3.01M 1.65% 26
2023
Q2 		$93.4M Sell
918,310
-8,965
-1% -$862K 1.48% 30
2023
Q1 		$95M Buy
927,275
+7,384
+0.8% +$669K 1.59% 28
2022
Q4 		$77.2M Buy
919,891
+63,220
+7% +$4.9M 1.45% 32
2022
Q3 		$66.6M Sell
856,671
-122,570
-13% -$8.37M 1.3% 32
2022
Q2 		$64.6M Buy
979,241
+1,551
+0.2% +$129K 1.18% 37
2022
Q1 		$115M Buy
977,690
+233,687
+31% +$25.8M 1.74% 29
2021
Q4 		$97.1M Buy
744,003
+5,315
+0.7% +$750K 1.26% 34
2021
Q3 		$104M Buy
738,688
+11,218
+2% +$1.52M 1.44% 30
2021
Q2 		$81M Buy
727,470
+201,795
+38% +$19.6M 1.17% 39
2021
Q1 		$46.4M Buy
+525,675
New +$52M 0.7% 46

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Conestoga Capital Advisors's WK Position: Q1 2026 in Review

Conestoga Capital Advisors reduced its Workiva (WK) stake by 30% in Q1 2026, selling an estimated $22.9M and leaving 754,553 shares worth $45M. The position accounts for 0.9% of the portfolio, ranked #35.

Conestoga Capital Advisors first reported a position in WK in Q1 2021 and has held it in 21 quarters since. The position peaked at $128M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Conestoga Capital Advisors held 754,553 shares of Workiva worth $45M as of Q1 2026.
  • Conestoga Capital Advisors sold 328,690 Workiva shares in Q1 2026, an estimated $22.9M.
  • Workiva made up 0.9% of Conestoga Capital Advisors's portfolio in Q1 2026, its #35 holding.
  • Conestoga Capital Advisors first reported a position in Workiva in Q1 2021 and has held it in 21 quarters since.
  • Conestoga Capital Advisors's Workiva position peaked at $128M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Conestoga Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.