Crestline Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.81M Buy
2024
Q3
$3.48M Buy
2024
Q1
Sell
2023
Q4
$3.79M Buy
2022
Q4
Sell
2022
Q3
$1.04M Buy