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EFG Asset Management’s Workiva WK Stock Holding History

EFG Asset 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
Q3 		$4.48M Buy
52,063
+16,867
+48% +$1.27M 0.58% 69
2025
Q2 		$2.41M Buy
35,196
+6,825
+24% +$469K 0.34% 126
2025
Q1 		$2.15M Buy
+28,371
New +$2.68M 0.36% 122

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

EFG Asset Management's WK Position: Q3 2025 in Review

EFG Asset Management increased its Workiva (WK) stake by 48% in Q3 2025, buying an estimated $1.27M and bringing the position to 52,063 shares worth $4.48M. The position accounts for 0.58% of the portfolio, ranked #69.

EFG Asset Management first reported a position in WK in Q1 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • EFG Asset Management held 52,063 shares of Workiva worth $4.48M as of Q3 2025.
  • EFG Asset Management bought 16,867 Workiva shares in Q3 2025, an estimated $1.27M.
  • Workiva made up 0.58% of EFG Asset Management's portfolio in Q3 2025, its #69 holding.
  • EFG Asset Management first reported a position in Workiva in Q1 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.