HIM
WK icon

Hillsdale Investment Management’s Workiva WK Stock Holding History

Hillsdale 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
Q2 		– Sell
-43,880
Closed -$3.33M – 723
2025
Q1 		$3.33M Buy
+43,880
New +$4.14M 0.17% 168
2024
Q1 		– Sell
-32,850
Closed -$3.34M – 683
2023
Q4 		$3.34M Sell
32,850
-3,710
-10% -$358K 0.27% 145
2023
Q3 		$3.7M Buy
36,560
+36,525
+104,357% +$3.8M 0.34% 110
2023
Q2 		$3.56K Buy
+35
New +$3.37K ﹤0.01% 493
2022
Q1 		– Sell
-6,100
Closed -$796K – 629
2021
Q4 		$796K Buy
+6,100
New +$860K 0.05% 289
2019
Q4 		– Sell
-78,500
Closed -$3.44M – 669
2019
Q3 		$3.44M Buy
78,500
+13,500
+21% +$711K 0.3% 96
2019
Q2 		$3.78M Sell
65,000
-3,400
-5% -$182K 0.37% 49
2019
Q1 		$3.47M Buy
68,400
+8,200
+14% +$361K 0.31% 48
2018
Q4 		$2.16M Buy
60,200
+12,500
+26% +$439K 0.26% 76
2018
Q3 		$1.88M Buy
+47,700
New +$1.48M 0.25% 69

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
EC
Eminence Capital New York $4.36B AUM 3.1% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 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 $4.6B AUM 16.08% 1-Year Est. Return

Hillsdale Investment Management's WK Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Workiva (WK) in Q2 2025, closing a stake of 43,880 shares — an estimated $3.33M sold.

Hillsdale Investment Management first reported a position in WK in Q3 2018 and held it in 10 quarters. The position peaked at $3.78M in Q2 2019. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Hillsdale Investment Management reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 43,880 Workiva shares in Q2 2025, an estimated $3.33M.
  • Hillsdale Investment Management first reported a position in Workiva in Q3 2018 and held it in 10 quarters.
  • Hillsdale Investment Management's Workiva position peaked at $3.78M in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.