Credit Suisse’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$8.79M Sell
103,599
-1,693
-2% -$152K 0.01% 975
2023
Q4
$10.7M Sell
105,292
-7,750
-7% -$747K 0.01% 896
2023
Q3
$11.5M Buy
113,042
+2,365
+2% +$246K 0.01% 844
2023
Q2
$11.3M Sell
110,677
-54,859
-33% -$5.27M 0.01% 871
2023
Q1
$17M Buy
165,536
+14,341
+9% +$1.3M 0.02% 726
2022
Q4
$12.7M Buy
151,195
+4,275
+3% +$331K 0.01% 819
2022
Q3
$11.4M Sell
146,920
-10,611
-7% -$724K 0.01% 844
2022
Q2
$10.4M Buy
157,531
+7,370
+5% +$613K 0.01% 928
2022
Q1
$17.7M Sell
150,161
-13,812
-8% -$1.53M 0.02% 816
2021
Q4
$21.4M Buy
163,973
+24,278
+17% +$3.42M 0.01% 1061
2021
Q3
$19.7M Sell
139,695
-41,328
-23% -$5.6M 0.01% 1092
2021
Q2
$20.5M Buy
181,023
+270
+0.1% +$26.2K 0.01% 1133
2021
Q1
$16M Buy
180,753
+130,810
+262% +$12.9M 0.01% 1291
2020
Q4
$4.58M Buy
49,943
+24,345
+95% +$1.71M ﹤0.01% 2168
2020
Q3
$1.43M Sell
25,598
-28,017
-52% -$1.56M ﹤0.01% 2676
2020
Q2
$2.87M Sell
53,615
-3,221
-6% -$132K ﹤0.01% 2100
2020
Q1
$1.84M Sell
56,836
-607
-1% -$25.2K ﹤0.01% 2193
2019
Q4
$2.42M Buy
57,443
+19,563
+52% +$824K ﹤0.01% 2447
2019
Q3
$1.66M Sell
37,880
-6,883
-15% -$363K ﹤0.01% 2621
2019
Q2
$2.6M Sell
44,763
-7,760
-15% -$416K ﹤0.01% 2262
2019
Q1
$2.66M Buy
52,523
+18,901
+56% +$831K ﹤0.01% 2154
2018
Q4
$1.21M Sell
33,622
-14,905
-31% -$524K ﹤0.01% 2638
2018
Q3
$1.92M Buy
48,527
+28,630
+144% +$890K ﹤0.01% 2382
2018
Q2
$486K Sell
19,897
-3,454
-15% -$86.9K ﹤0.01% 3442
2018
Q1
$553K Buy
23,351
+5,913
+34% +$136K ﹤0.01% 3311
2017
Q4
$373K Sell
17,438
-9,975
-36% -$219K ﹤0.01% 3553
2017
Q3
$571K Buy
27,413
+8,302
+43% +$164K ﹤0.01% 3468
2017
Q2
$364K Sell
19,111
-166,013
-90% -$2.94M ﹤0.01% 3359
2017
Q1
$2.9M Sell
185,124
-4,415
-2% -$62K ﹤0.01% 2076
2016
Q4
$2.59M Sell
189,539
-88
-0% -$1.35K ﹤0.01% 2218
2016
Q3
$3.44M Sell
189,627
-1,191
-0.6% -$19.3K ﹤0.01% 1943
2016
Q2
$2.61M Buy
190,818
+7,476
+4% +$94.8K ﹤0.01% 2135
2016
Q1
$2.14M Buy
183,342
+765
+0.4% +$10.1K ﹤0.01% 2156
2015
Q4
$3.21M Sell
182,577
-2,051
-1% -$35.4K ﹤0.01% 1933
2015
Q3
$2.8M Buy
184,628
+1,980
+1% +$28.6K ﹤0.01% 2003
2015
Q2
$2.53M Buy
182,648
+165,673
+976% +$2.32M ﹤0.01% 2355
2015
Q1
$244K Buy
+16,975
New +$236K ﹤0.01% 3979

Other funds holding WK

Credit Suisse's WK Position: Q1 2024 in Review

Credit Suisse reduced its Workiva (WK) stake by 1.6% in Q1 2024, selling an estimated $152K and leaving 103,599 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #975.

Credit Suisse first reported a position in WK in Q1 2015 and has held it in 37 quarters since. The position peaked at $21.4M in Q4 2021. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Credit Suisse held 103,599 shares of Workiva worth $8.79M as of Q1 2024.
  • Credit Suisse sold 1,693 Workiva shares in Q1 2024, an estimated $152K.
  • Workiva made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #975 holding.
  • Credit Suisse first reported a position in Workiva in Q1 2015 and has held it in 37 quarters since.
  • Credit Suisse's Workiva position peaked at $21.4M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.