George Soros’s Workiva WK Stock Holding History

George Soros’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
2023 Q4	–	Sell	-19,758	Closed	-$2M	–	269
2023 Q3	$2M	Buy	+19,758	New	+$2.05M	0.03%	193

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

George Soros's WK Position: Q4 2023 in Review

George Soros sold out of Workiva (WK) in Q4 2023, closing a stake of 19,758 shares — an estimated $2M sold.

George Soros first reported a position in WK in Q3 2023 and held it in 1 quarter. The position peaked at $2M in Q3 2023. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

George Soros reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
George Soros sold 19,758 Workiva shares in Q4 2023, an estimated $2M.
George Soros first reported a position in Workiva in Q3 2023 and held it in 1 quarter.
George Soros's Workiva position peaked at $2M in Q3 2023.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on Soros Fund Management's 13F filing for Q4 2023, filed 14 Feb 2024.