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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
Q2 		$22.7M Sell
467,432
-287,121
-38% -$14.8M 0.49% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Conestoga Capital Advisors's WK Position: Q2 2026 in Review

Conestoga Capital Advisors reduced its Workiva (WK) stake by 38% in Q2 2026, selling an estimated $14.8M and leaving 467,432 shares worth $22.7M. The position accounts for 0.49% of the portfolio, ranked #51.

Conestoga Capital Advisors first reported a position in WK in Q1 2021 and has held it in 22 quarters since. The position peaked at $128M in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Conestoga Capital Advisors held 467,432 shares of Workiva worth $22.7M as of Q2 2026.
  • Conestoga Capital Advisors sold 287,121 Workiva shares in Q2 2026, an estimated $14.8M.
  • Workiva made up 0.49% of Conestoga Capital Advisors's portfolio in Q2 2026, its #51 holding.
  • Conestoga Capital Advisors first reported a position in Workiva in Q1 2021 and has held it in 22 quarters since.
  • Conestoga Capital Advisors's Workiva position peaked at $128M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Conestoga Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.