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Madison Investment Advisors’s Workiva WK Stock Holding History

Madison Investment Advisors’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 		$4.58M Buy
+41,787
New +$3.85M 0.05% 174

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return

Madison Investment Advisors's WK Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Workiva (WK) in Q4 2024: 41,787 shares worth $4.58M. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Madison Investment Advisors held 41,787 shares of Workiva worth $4.58M as of Q4 2024.
  • Workiva was a new Madison Investment Advisors position in Q4 2024.
  • Workiva made up 0.05% of Madison Investment Advisors's portfolio in Q4 2024, its #174 holding.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.