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Crestline Management’s Workiva WK Stock Holding History

Crestline Management’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
2025
Q1 		– Sell
-43,971
Closed -$4.81M – 652
2024
Q4 		$4.81M Buy
43,971
+17
+0% +$1.57K 0.16% 144
2024
Q3 		$3.48M Buy
+43,954
New +$3.3M 0.18% 137
2024
Q1 		– Sell
-37,358
Closed -$3.79M – 233
2023
Q4 		$3.79M Buy
+37,358
New +$3.6M 0.32% 99
2022
Q4 		– Sell
-13,417
Closed -$1.04M – 217
2022
Q3 		$1.04M Buy
+13,417
New +$916K 0.14% 111

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Crestline Management's WK Position: Q1 2025 in Review

Crestline Management sold out of Workiva (WK) in Q1 2025, closing a stake of 43,971 shares — an estimated $4.81M sold.

Crestline Management first reported a position in WK in Q3 2022 and held it in 4 quarters. The position peaked at $4.81M in Q4 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Crestline Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 43,971 Workiva shares in Q1 2025, an estimated $4.81M.
  • Crestline Management first reported a position in Workiva in Q3 2022 and held it in 4 quarters.
  • Crestline Management's Workiva position peaked at $4.81M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.