NZS Capital’s Workiva WK Stock Holding History

NZS Capital’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
2021 Q4	–	Sell	-29,048	Closed	-$4.09M	–	73
2021 Q3	$4.09M	Sell	29,048 -2,642	-8%	-$358K	0.4%	58
2021 Q2	$3.53M	Buy	+31,690	New	+$3.08M	0.32%	56

Other funds holding WK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

NZS Capital's WK Position: Q4 2021 in Review

NZS Capital sold out of Workiva (WK) in Q4 2021, closing a stake of 29,048 shares — an estimated $4.09M sold.

NZS Capital first reported a position in WK in Q2 2021 and held it in 2 quarters. The position peaked at $4.09M in Q3 2021. 317 funds tracked by Wall St. Rank hold WK as of Q4 2021.

NZS Capital reported no remaining Workiva position as of Q4 2021 after selling out during the quarter.
NZS Capital sold 29,048 Workiva shares in Q4 2021, an estimated $4.09M.
NZS Capital first reported a position in Workiva in Q2 2021 and held it in 2 quarters.
NZS Capital's Workiva position peaked at $4.09M in Q3 2021.
317 funds tracked by Wall St. Rank held Workiva as of Q4 2021.

Based on NZS Capital's 13F filing for Q4 2021, filed 14 Feb 2022.