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Lindbrook Capital’s Workiva WK Stock Holding History

Lindbrook Capital’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 		$4.25K Buy
56
+35
+167% +$3.31K ﹤0.01% 2019
2024
Q4 		$2.3K Hold
21
– – ﹤0.01% 2269
2024
Q3 		$1.66K Sell
21
-85
-80% -$6.38K ﹤0.01% 2403
2024
Q2 		$7.74K Buy
106
+96
+960% +$7.55K ﹤0.01% 1772
2024
Q1 		$848 Sell
10
-31
-76% -$2.79K ﹤0.01% 2449
2023
Q4 		$4.16K Sell
41
-22
-35% -$2.12K ﹤0.01% 1985
2023
Q3 		$6.38K Buy
63
+7
+13% +$728 ﹤0.01% 1655
2023
Q2 		$5.69K Sell
56
-6
-10% -$577 ﹤0.01% 1748
2023
Q1 		$6.35K Buy
62
+4
+7% +$362 ﹤0.01% 1744
2022
Q4 		$4.87K Sell
58
-11
-16% -$852 ﹤0.01% 1838
2022
Q3 		$5K Buy
69
+61
+763% +$4.17K ﹤0.01% 1702
2022
Q2 		$1K Sell
8
-33
-80% -$2.75K ﹤0.01% 2405
2022
Q1 		$5K Buy
41
+19
+86% +$2.1K ﹤0.01% 1631
2021
Q4 		$3K Hold
22
– – ﹤0.01% 1714
2021
Q3 		$3K Hold
22
– – ﹤0.01% 1460
2021
Q2 		$2K Hold
22
– – ﹤0.01% 1661
2021
Q1 		$2K Buy
+22
New +$2.18K ﹤0.01% 1620

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 $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $16.8B AUM 27.39% 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 $1.61T AUM 30.72% 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 $140B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's WK Position: Q1 2025 in Review

Lindbrook Capital increased its Workiva (WK) stake by 167% in Q1 2025, buying an estimated $3.31K and bringing the position to 56 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Lindbrook Capital first reported a position in WK in Q1 2021 and has held it in 17 quarters since. The position peaked at $7.74K in Q2 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Lindbrook Capital held 56 shares of Workiva worth $4.25K as of Q1 2025.
  • Lindbrook Capital bought 35 Workiva shares in Q1 2025, an estimated $3.31K.
  • Workiva made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2019 holding.
  • Lindbrook Capital first reported a position in Workiva in Q1 2021 and has held it in 17 quarters since.
  • Lindbrook Capital's Workiva position peaked at $7.74K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.