Next Century Growth Investors’s Workiva WK Stock Holding History

Next Century Growth Investors’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 Q2	–	Sell	-47,845	Closed	-$4.06M	–	134
2024 Q1	$4.06M	Buy	47,845 +1,650	+4%	+$149K	0.35%	83
2023 Q4	$4.69M	Buy	46,195 +6,296	+16%	+$607K	0.46%	61
2023 Q3	$4.04M	Buy	39,899 +44	+0.1%	+$4.57K	0.44%	60
2023 Q2	$4.05M	Buy	39,855 +14,575	+58%	+$1.4M	0.39%	66
2023 Q1	$2.59M	Sell	25,280 -523	-2%	-$47.4K	0.28%	75
2022 Q4	$2.17M	Buy	+25,803	New	+$2M	0.26%	76
2016 Q4	–	Sell	-668,878	Closed	-$12.1M	–	177
2016 Q3	$12.1M	Buy	668,878 +433,838	+185%	+$7.03M	0.56%	62
2016 Q2	$3.21M	Buy	+235,040	New	+$2.98M	0.15%	137

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Next Century Growth Investors's WK Position: Q2 2024 in Review

Next Century Growth Investors sold out of Workiva (WK) in Q2 2024, closing a stake of 47,845 shares — an estimated $4.06M sold.

Next Century Growth Investors first reported a position in WK in Q2 2016 and held it in 8 quarters. The position peaked at $12.1M in Q3 2016. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

Next Century Growth Investors reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
Next Century Growth Investors sold 47,845 Workiva shares in Q2 2024, an estimated $4.06M.
Next Century Growth Investors first reported a position in Workiva in Q2 2016 and held it in 8 quarters.
Next Century Growth Investors's Workiva position peaked at $12.1M in Q3 2016.
300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on Next Century Growth Investors's 13F filing for Q2 2024, filed 14 Aug 2024.