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Lombard Odier Asset Management (USA)’s Workiva WK Stock Holding History

Lombard Odier Asset Management (USA)’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
-26,983
Closed -$2.13M – 376
2024
Q3 		$2.13M Buy
+26,983
New +$2.03M 0.14% 85

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s WK Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of Workiva (WK) in Q4 2024, closing a stake of 26,983 shares — an estimated $2.13M sold.

Lombard Odier Asset Management (USA) first reported a position in WK in Q3 2024 and held it in 1 quarter. The position peaked at $2.13M in Q3 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Lombard Odier Asset Management (USA) reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 26,983 Workiva shares in Q4 2024, an estimated $2.13M.
  • Lombard Odier Asset Management (USA) first reported a position in Workiva in Q3 2024 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Workiva position peaked at $2.13M in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.