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J. Goldman & Co’s Workiva WK Stock Holding History

J. Goldman & Co’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
2024
Q4 		– Sell
-179,280
Closed -$14.2M – 650
2024
Q3 		$14.2M Sell
179,280
-120,335
-40% -$9.03M 0.4% 75
2024
Q2 		$21.9M Buy
+299,615
New +$23.6M 0.62% 42
2022
Q2 		– Sell
-82,296
Closed -$9.71M – 483
2022
Q1 		$9.71M Buy
+82,296
New +$9.1M 0.44% 67
2020
Q4 		– Sell
-87,203
Closed -$4.86M – 487
2020
Q3 		$4.86M Buy
+87,203
New +$4.85M 0.33% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Goldman & Co's WK Position: Q4 2024 in Review

J. Goldman & Co sold out of Workiva (WK) in Q4 2024, closing a stake of 179,280 shares — an estimated $14.2M sold.

J. Goldman & Co first reported a position in WK in Q3 2020 and held it in 4 quarters. The position peaked at $21.9M in Q2 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • J. Goldman & Co reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 179,280 Workiva shares in Q4 2024, an estimated $14.2M.
  • J. Goldman & Co first reported a position in Workiva in Q3 2020 and held it in 4 quarters.
  • J. Goldman & Co's Workiva position peaked at $21.9M in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.