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Frontier Capital Management’s Workiva WK Stock Holding History

Frontier Capital 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
-78,600
Closed -$8.61M – 304
2024
Q4 		$8.61M Sell
78,600
-141
-0.2% -$13K 0.08% 230
2024
Q3 		$6.23M Buy
78,741
+20,028
+34% +$1.5M 0.06% 239
2024
Q2 		$4.29M Buy
+58,713
New +$4.62M 0.04% 256
2024
Q1 		– Sell
-41,172
Closed -$4.18M – 284
2023
Q4 		$4.18M Sell
41,172
-3,785
-8% -$365K 0.04% 241
2023
Q3 		$4.56M Sell
44,957
-41,243
-48% -$4.29M 0.05% 234
2023
Q2 		$8.76M Sell
86,200
-403
-0.5% -$38.7K 0.08% 208
2023
Q1 		$8.87M Sell
86,603
-55,410
-39% -$5.02M 0.09% 202
2022
Q4 		$11.9M Sell
142,013
-346
-0.2% -$26.8K 0.13% 189
2022
Q3 		$11.1M Sell
142,359
-63,616
-31% -$4.34M 0.13% 191
2022
Q2 		$13.6M Buy
205,975
+102,946
+100% +$8.57M 0.16% 184
2022
Q1 		$12.2M Sell
103,029
-435
-0.4% -$48.1K 0.11% 199
2021
Q4 		$13.5M Sell
103,464
-890
-0.9% -$126K 0.11% 203
2021
Q3 		$14.7M Buy
104,354
+41,802
+67% +$5.66M 0.12% 194
2021
Q2 		$6.96M Buy
62,552
+7,495
+14% +$728K 0.05% 256
2021
Q1 		$4.86M Sell
55,057
-4,370
-7% -$433K 0.04% 253
2020
Q4 		$5.45M Sell
59,427
-7,161
-11% -$503K 0.04% 257
2020
Q3 		$3.71M Buy
+66,588
New +$3.71M 0.03% 267
2018
Q3 		– Sell
-421,708
Closed -$10.3M – 303
2018
Q2 		$10.3M Sell
421,708
-94,806
-18% -$2.39M 0.07% 238
2018
Q1 		$12.2M Buy
516,514
+46,363
+10% +$1.07M 0.09% 224
2017
Q4 		$10.1M Buy
470,151
+66,950
+17% +$1.47M 0.07% 225
2017
Q3 		$8.41M Sell
403,201
-83,506
-17% -$1.65M 0.06% 242
2017
Q2 		$9.27M Buy
486,707
+123,887
+34% +$2.19M 0.07% 243
2017
Q1 		$5.68M Buy
+362,820
New +$5.1M 0.04% 266

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

Frontier Capital Management's WK Position: Q1 2025 in Review

Frontier Capital Management sold out of Workiva (WK) in Q1 2025, closing a stake of 78,600 shares — an estimated $8.61M sold.

Frontier Capital Management first reported a position in WK in Q1 2017 and held it in 23 quarters. The position peaked at $14.7M in Q3 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Frontier Capital Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Frontier Capital Management sold 78,600 Workiva shares in Q1 2025, an estimated $8.61M.
  • Frontier Capital Management first reported a position in Workiva in Q1 2017 and held it in 23 quarters.
  • Frontier Capital Management's Workiva position peaked at $14.7M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

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