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ILCM
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
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
EC
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$4.36B AUM
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1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
RP
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$3.58B AUM
4.02%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EDRH
Edmond de Rothschild Holding
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$6.91B AUM
19.7%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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