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Lee Ainslie’s Workiva WK Stock Holding History

Lee Ainslie’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
Q1 		– Sell
-280,017
Closed -$30.7M – 294
2024
Q4 		$30.7M Buy
+280,017
New +$25.8M 0.55% 46

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lee Ainslie's WK Position: Q1 2025 in Review

Lee Ainslie sold out of Workiva (WK) in Q1 2025, closing a stake of 280,017 shares — an estimated $30.7M sold.

Lee Ainslie first reported a position in WK in Q4 2024 and held it in 1 quarter. The position peaked at $30.7M in Q4 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Lee Ainslie reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Lee Ainslie sold 280,017 Workiva shares in Q1 2025, an estimated $30.7M.
  • Lee Ainslie first reported a position in Workiva in Q4 2024 and held it in 1 quarter.
  • Lee Ainslie's Workiva position peaked at $30.7M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Maverick Capital's 13F filing for Q1 2025, filed 15 May 2025.