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G2 Investment Partners Management’s Workiva WK Stock Holding History

G2 Investment Partners 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
-21,002
Closed -$2.3M – 79
2024
Q4 		$2.3M Buy
+21,002
New +$1.94M 0.59% 45
2023
Q4 		– Sell
-51,714
Closed -$5.24M – 117
2023
Q3 		$5.24M Sell
51,714
-15,500
-23% -$1.61M 1.28% 33
2023
Q2 		$6.83M Sell
67,214
-20,500
-23% -$1.97M 1.65% 27
2023
Q1 		$8.98M Sell
87,714
-6,286
-7% -$570K 2.52% 11
2022
Q4 		$7.89M Sell
94,000
-4,910
-5% -$381K 2.34% 14
2022
Q3 		$7.7M Buy
98,910
+31,410
+47% +$2.14M 2.39% 13
2022
Q2 		$4.45M Sell
67,500
-4,200
-6% -$350K 1.42% 25
2022
Q1 		$8.46M Sell
71,700
-15,700
-18% -$1.74M 2.01% 19
2021
Q4 		$11.4M Sell
87,400
-37,600
-30% -$5.3M 1.97% 20
2021
Q3 		$17.6M Sell
125,000
-28,759
-19% -$3.9M 3.06% 12
2021
Q2 		$17.1M Buy
153,759
+5,104
+3% +$496K 2.82% 10
2021
Q1 		$13.1M Sell
148,655
-6,500
-4% -$643K 2.08% 17
2020
Q4 		$14.2M Buy
155,155
+48,382
+45% +$3.4M 2.61% 11
2020
Q3 		$5.95M Buy
106,773
+37,573
+54% +$2.09M 1.44% 25
2020
Q2 		$3.7M Buy
+69,200
New +$2.84M 0.88% 41

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

G2 Investment Partners Management's WK Position: Q1 2025 in Review

G2 Investment Partners Management sold out of Workiva (WK) in Q1 2025, closing a stake of 21,002 shares — an estimated $2.3M sold.

G2 Investment Partners Management first reported a position in WK in Q2 2020 and held it in 15 quarters. The position peaked at $17.6M in Q3 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • G2 Investment Partners Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • G2 Investment Partners Management sold 21,002 Workiva shares in Q1 2025, an estimated $2.3M.
  • G2 Investment Partners Management first reported a position in Workiva in Q2 2020 and held it in 15 quarters.
  • G2 Investment Partners Management's Workiva position peaked at $17.6M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on G2 Investment Partners Management's 13F filing for Q1 2025, filed 15 May 2025.