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Granahan Investment Management’s Workiva WK Stock Holding History

Granahan Investment 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
-93,513
Closed -$10.2M – 196
2024
Q4 		$10.2M Sell
93,513
-46,173
-33% -$4.26M 0.43% 66
2024
Q3 		$11.1M Sell
139,686
-94,975
-40% -$7.13M 0.43% 71
2024
Q2 		$17.1M Sell
234,661
-150,383
-39% -$11.8M 0.69% 42
2024
Q1 		$32.7M Sell
385,044
-34,046
-8% -$3.07M 1.15% 22
2023
Q4 		$42.6M Sell
419,090
-16,611
-4% -$1.6M 1.41% 18
2023
Q3 		$44.2M Sell
435,701
-18,133
-4% -$1.88M 1.57% 16
2023
Q2 		$46.1M Sell
453,834
-25,435
-5% -$2.45M 1.42% 18
2023
Q1 		$49.1M Sell
479,269
-88,739
-16% -$8.04M 1.49% 21
2022
Q4 		$47.7M Sell
568,008
-25,874
-4% -$2.01M 1.46% 17
2022
Q3 		$46.2M Buy
593,882
+88,476
+18% +$6.04M 1.51% 16
2022
Q2 		$33.4M Buy
505,406
+124,700
+33% +$10.4M 1.14% 21
2022
Q1 		$44.9M Sell
380,706
-585,366
-61% -$64.7M 1.12% 25
2021
Q4 		$126M Sell
966,072
-283,599
-23% -$40M 2.59% 9
2021
Q3 		$176M Sell
1,249,671
-91,671
-7% -$12.4M 3.34% 5
2021
Q2 		$149M Sell
1,341,342
-66,196
-5% -$6.43M 2.78% 7
2021
Q1 		$124M Buy
1,407,538
+71,164
+5% +$7.04M 2.63% 8
2020
Q4 		$122M Buy
1,336,374
+741,374
+125% +$52.1M 2.75% 7
2020
Q3 		$33.2M Buy
595,000
+156,187
+36% +$8.69M 1.13% 22
2020
Q2 		$23.5M Buy
+438,813
New +$18M 0.85% 29

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Granahan Investment Management's WK Position: Q1 2025 in Review

Granahan Investment Management sold out of Workiva (WK) in Q1 2025, closing a stake of 93,513 shares — an estimated $10.2M sold.

Granahan Investment Management first reported a position in WK in Q2 2020 and held it in 19 quarters. The position peaked at $176M in Q3 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Granahan Investment Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Granahan Investment Management sold 93,513 Workiva shares in Q1 2025, an estimated $10.2M.
  • Granahan Investment Management first reported a position in Workiva in Q2 2020 and held it in 19 quarters.
  • Granahan Investment Management's Workiva position peaked at $176M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

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