LPL Financial
WKME

LPL Financial’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

LPL Financial’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,532
Closed -$194K – 5170
2024
Q1 		$194K Buy
22,532
+798
+4% +$7.77K ﹤0.01% 4516
2023
Q4 		$232K Buy
21,734
+515
+2% +$4.85K ﹤0.01% 4282
2023
Q3 		$201K Sell
21,219
-756
-3% -$6.82K ﹤0.01% 4239
2023
Q2 		$211K Buy
21,975
+1,746
+9% +$16.9K ﹤0.01% 4111
2023
Q1 		$215K Sell
20,229
-217
-1% -$2.21K ﹤0.01% 3985
2022
Q4 		$229K Buy
20,446
+442
+2% +$3.88K ﹤0.01% 3880
2022
Q3 		$170K Sell
20,004
-118
-0.6% -$1.22K ﹤0.01% 3997
2022
Q2 		$204K Buy
+20,122
New +$250K ﹤0.01% 3928
2022
Q1 		– Sell
-11,722
Closed -$230K – 4426
2021
Q4 		$230K Sell
11,722
-1,322
-10% -$29.7K ﹤0.01% 3891
2021
Q3 		$388K Buy
13,044
+1,584
+14% +$45.1K ﹤0.01% 3438
2021
Q2 		$335K Buy
+11,460
New +$340K ﹤0.01% 3506

Other funds holding WKME

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

LPL Financial's WKME Position: Q2 2024 in Review

LPL Financial sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q2 2024, closing a stake of 22,532 shares — an estimated $194K sold.

LPL Financial first reported a position in WKME in Q2 2021 and held it in 11 quarters. The position peaked at $388K in Q3 2021. 80 funds tracked by Wall St. Rank hold WKME as of Q2 2024.

  • LPL Financial reported no remaining WalkMe Ltd. Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 22,532 WalkMe Ltd. Ordinary Shares shares in Q2 2024, an estimated $194K.
  • LPL Financial first reported a position in WalkMe Ltd. Ordinary Shares in Q2 2021 and held it in 11 quarters.
  • LPL Financial's WalkMe Ltd. Ordinary Shares position peaked at $388K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.