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Ivy Lane Capital Management’s Workiva WK Stock Holding History

Ivy Lane Capital 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
-62,000
Closed -$4.71M – 16
2025
Q1 		$4.71M Buy
+62,000
New +$5.86M 2.84% 12

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
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 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

Ivy Lane Capital Management's WK Position: Q2 2025 in Review

Ivy Lane Capital Management sold out of Workiva (WK) in Q2 2025, closing a stake of 62,000 shares — an estimated $4.71M sold.

Ivy Lane Capital Management first reported a position in WK in Q1 2025 and held it in 1 quarter. The position peaked at $4.71M in Q1 2025. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Ivy Lane Capital Management reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Ivy Lane Capital Management sold 62,000 Workiva shares in Q2 2025, an estimated $4.71M.
  • Ivy Lane Capital Management first reported a position in Workiva in Q1 2025 and held it in 1 quarter.
  • Ivy Lane Capital Management's Workiva position peaked at $4.71M in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Ivy Lane Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.