HBK Investments’s Workiva WK Stock Holding History

HBK Investments’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	-9,879	Closed	-$1M	–	291
2023 Q3	$1M	Buy	+9,879	New	+$1.03M	0.01%	192
2019 Q2	–	Sell	-46,614	Closed	-$2.36M	–	1068
2019 Q1	$2.36M	Buy	+46,614	New	+$2.05M	0.02%	467

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

HBK Investments's WK Position: Q4 2023 in Review

HBK Investments sold out of Workiva (WK) in Q4 2023, closing a stake of 9,879 shares — an estimated $1M sold.

HBK Investments first reported a position in WK in Q1 2019 and held it in 2 quarters. The position peaked at $2.36M in Q1 2019. 324 funds tracked by Wall St. Rank hold WK as of Q4 2023.

HBK Investments reported no remaining Workiva position as of Q4 2023 after selling out during the quarter.
HBK Investments sold 9,879 Workiva shares in Q4 2023, an estimated $1M.
HBK Investments first reported a position in Workiva in Q1 2019 and held it in 2 quarters.
HBK Investments's Workiva position peaked at $2.36M in Q1 2019.
324 funds tracked by Wall St. Rank held Workiva as of Q4 2023.

Based on HBK Investments's 13F filing for Q4 2023, filed 14 Feb 2024.