Paloma Partners’s Workiva WK Stock Holding History

Paloma Partners’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
2022 Q1	–	Sell	-4,114	Closed	-$537K	–	2284
2021 Q4	$537K	Sell	4,114 -7,919	-66%	-$1.12M	0.01%	1064
2021 Q3	$1.7M	Buy	+12,033	New	+$1.63M	0.04%	259
2020 Q4	–	Sell	-4,605	Closed	-$256K	–	2291
2020 Q3	$256K	Buy	+4,605	New	+$256K	0.01%	1591

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PIMC

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Paloma Partners's WK Position: Q1 2022 in Review

Paloma Partners sold out of Workiva (WK) in Q1 2022, closing a stake of 4,114 shares — an estimated $537K sold.

Paloma Partners first reported a position in WK in Q3 2020 and held it in 3 quarters. The position peaked at $1.7M in Q3 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

Paloma Partners reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
Paloma Partners sold 4,114 Workiva shares in Q1 2022, an estimated $537K.
Paloma Partners first reported a position in Workiva in Q3 2020 and held it in 3 quarters.
Paloma Partners's Workiva position peaked at $1.7M in Q3 2021.
288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.