Neuberger Berman Group
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Neuberger Berman Group’s Workiva WK Stock Holding History

Neuberger Berman Group’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
Q1 		– Sell
-4,684
Closed -$476K – 1933
2023
Q4 		$476K Buy
4,684
+2,356
+101% +$227K ﹤0.01% 1718
2023
Q3 		$236K Sell
2,328
-43
-2% -$4.47K ﹤0.01% 1657
2023
Q2 		$241K Sell
2,371
-519
-18% -$49.9K ﹤0.01% 1658
2023
Q1 		$296K Buy
+2,890
New +$262K ﹤0.01% 1600
2022
Q2 		– Sell
-2,298
Closed -$272K – 1951
2022
Q1 		$272K Buy
2,298
+57
+3% +$6.3K ﹤0.01% 1733
2021
Q4 		$251K Buy
2,241
+285
+15% +$40.2K ﹤0.01% 1770
2021
Q3 		$276K Buy
1,956
+4
+0.2% +$542 ﹤0.01% 1627
2021
Q2 		$217K Buy
+1,952
New +$190K ﹤0.01% 1696

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group's WK Position: Q1 2024 in Review

Neuberger Berman Group sold out of Workiva (WK) in Q1 2024, closing a stake of 4,684 shares — an estimated $476K sold.

Neuberger Berman Group first reported a position in WK in Q2 2021 and held it in 8 quarters. The position peaked at $476K in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Neuberger Berman Group reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 4,684 Workiva shares in Q1 2024, an estimated $476K.
  • Neuberger Berman Group first reported a position in Workiva in Q2 2021 and held it in 8 quarters.
  • Neuberger Berman Group's Workiva position peaked at $476K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Neuberger Berman Group's 13F filing for Q1 2024, filed 13 May 2024.