Formula Growth’s Workiva WK Stock Holding History

Formula Growth’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
2024 Q1	–	Sell	-3,977	Closed	-$404K	–	146
2023 Q4	$404K	Buy	+3,977	New	+$384K	0.13%	125

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Formula Growth's WK Position: Q1 2024 in Review

Formula Growth sold out of Workiva (WK) in Q1 2024, closing a stake of 3,977 shares — an estimated $404K sold.

Formula Growth first reported a position in WK in Q4 2023 and held it in 1 quarter. The position peaked at $404K in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

Formula Growth reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
Formula Growth sold 3,977 Workiva shares in Q1 2024, an estimated $404K.
Formula Growth first reported a position in Workiva in Q4 2023 and held it in 1 quarter.
Formula Growth's Workiva position peaked at $404K in Q4 2023.
303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Formula Growth's 13F filing for Q1 2024, filed 14 May 2024.