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Freestone Grove Partners’s Workiva WK Stock Holding History

Freestone Grove 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
2025
Q4 		– Sell
-4,213
Closed -$363K – 973
2025
Q3 		$363K Sell
4,213
-1,893
-31% -$142K ﹤0.01% 585
2025
Q2 		$418K Buy
+6,106
New +$420K ﹤0.01% 551

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Nordea Investment Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Freestone Grove Partners's WK Position: Q4 2025 in Review

Freestone Grove Partners sold out of Workiva (WK) in Q4 2025, closing a stake of 4,213 shares — an estimated $363K sold.

Freestone Grove Partners first reported a position in WK in Q2 2025 and held it in 2 quarters. The position peaked at $418K in Q2 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Freestone Grove Partners reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 4,213 Workiva shares in Q4 2025, an estimated $363K.
  • Freestone Grove Partners first reported a position in Workiva in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Workiva position peaked at $418K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.