Foundry Partners’s Workiva WK Stock Holding History

Foundry Partners’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
2021 Q2	–	Sell	-18,740	Closed	-$1.65M	–	445
2021 Q1	$1.65M	Sell	18,740 -8,596	-31%	-$851K	0.05%	306
2020 Q4	$2.5M	Buy	+27,336	New	+$1.92M	0.1%	252

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Foundry Partners's WK Position: Q2 2021 in Review

Foundry Partners sold out of Workiva (WK) in Q2 2021, closing a stake of 18,740 shares — an estimated $1.65M sold.

Foundry Partners first reported a position in WK in Q4 2020 and held it in 2 quarters. The position peaked at $2.5M in Q4 2020. 250 funds tracked by Wall St. Rank hold WK as of Q2 2021.

Foundry Partners reported no remaining Workiva position as of Q2 2021 after selling out during the quarter.
Foundry Partners sold 18,740 Workiva shares in Q2 2021, an estimated $1.65M.
Foundry Partners first reported a position in Workiva in Q4 2020 and held it in 2 quarters.
Foundry Partners's Workiva position peaked at $2.5M in Q4 2020.
250 funds tracked by Wall St. Rank held Workiva as of Q2 2021.

Based on Foundry Partners's 13F filing for Q2 2021, filed 23 Jul 2021.