Leap Investments’s Workiva WK Stock Holding History

Leap 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
2020 Q1	–	Sell	-10,700	Closed	-$450K	–	576
2019 Q4	$450K	Buy	10,700 +5,500	+106%	+$232K	0.21%	170
2019 Q3	$228K	Buy	+5,200	New	+$274K	0.11%	283

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Leap Investments's WK Position: Q1 2020 in Review

Leap Investments sold out of Workiva (WK) in Q1 2020, closing a stake of 10,700 shares — an estimated $450K sold.

Leap Investments first reported a position in WK in Q3 2019 and held it in 2 quarters. The position peaked at $450K in Q4 2019. 140 funds tracked by Wall St. Rank hold WK as of Q1 2020.

Leap Investments reported no remaining Workiva position as of Q1 2020 after selling out during the quarter.
Leap Investments sold 10,700 Workiva shares in Q1 2020, an estimated $450K.
Leap Investments first reported a position in Workiva in Q3 2019 and held it in 2 quarters.
Leap Investments's Workiva position peaked at $450K in Q4 2019.
140 funds tracked by Wall St. Rank held Workiva as of Q1 2020.

Based on Leap Investments's 13F filing for Q1 2020, filed 15 May 2020.