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PDT Partners’s Workiva WK Stock Holding History

PDT 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
-41,500
Closed -$5.42M – 1140
2021
Q4 		$5.42M Buy
41,500
+800
+2% +$113K 0.41% 34
2021
Q3 		$5.74M Buy
40,700
+37,545
+1,190% +$5.09M 0.41% 27
2021
Q2 		$351K Sell
3,155
-6,123
-66% -$595K 0.02% 592
2021
Q1 		$819K Sell
9,278
-30,611
-77% -$3.03M 0.06% 404
2020
Q4 		$3.65M Sell
39,889
-5,750
-13% -$404K 0.25% 182
2020
Q3 		$2.54M Sell
45,639
-6,936
-13% -$386K 0.17% 192
2020
Q2 		$2.81M Buy
52,575
+10,125
+24% +$415K 0.19% 175
2020
Q1 		$1.37M Sell
42,450
-19,764
-32% -$822K 0.11% 193
2019
Q4 		$2.62M Buy
62,214
+7,864
+14% +$331K 0.16% 171
2019
Q3 		$2.38M Buy
54,350
+18,126
+50% +$955K 0.14% 180
2019
Q2 		$2.1M Buy
36,224
+7,929
+28% +$425K 0.12% 180
2019
Q1 		$1.44M Buy
28,295
+6,614
+31% +$291K 0.08% 231
2018
Q4 		$778K Sell
21,681
-9,072
-29% -$319K 0.04% 289
2018
Q3 		$1.22M Sell
30,753
-985
-3% -$30.6K 0.05% 286
2018
Q2 		$774K Sell
31,738
-14,957
-32% -$376K 0.03% 360
2018
Q1 		$1.11M Sell
46,695
-13,505
-22% -$311K 0.04% 347
2017
Q4 		$1.29M Buy
60,200
+12,400
+26% +$273K 0.04% 340
2017
Q3 		$997K Hold
47,800
– – 0.03% 357
2017
Q2 		$911K Buy
+47,800
New +$845K 0.04% 349

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
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
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

PDT Partners's WK Position: Q1 2022 in Review

PDT Partners sold out of Workiva (WK) in Q1 2022, closing a stake of 41,500 shares — an estimated $5.42M sold.

PDT Partners first reported a position in WK in Q2 2017 and held it in 19 quarters. The position peaked at $5.74M in Q3 2021. 288 funds tracked by Wall St. Rank hold WK as of Q1 2022.

  • PDT Partners reported no remaining Workiva position as of Q1 2022 after selling out during the quarter.
  • PDT Partners sold 41,500 Workiva shares in Q1 2022, an estimated $5.42M.
  • PDT Partners first reported a position in Workiva in Q2 2017 and held it in 19 quarters.
  • PDT Partners's Workiva position peaked at $5.74M in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Workiva as of Q1 2022.

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