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PEAK6 Investments’s Workiva WK Stock Holding History

PEAK6 Investments’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
-16,000
Closed -$1.62M – 4825
2023
Q4 		$1.62M Hold
16,000
– – 0.01% 1692
2023
Q3 		$1.62M Buy
+16,000
New +$1.66M 0.01% 1480
2022
Q3 		– Sell
-4,900
Closed -$323K – 6244
2022
Q2 		$323K Buy
+4,900
New +$408K ﹤0.01% 4279
2022
Q1 		– Sell
-14,200
Closed -$1.85M – 6009
2021
Q4 		$1.85M Sell
14,200
-16,100
-53% -$2.27M ﹤0.01% 1979
2021
Q3 		$4.27M Buy
30,300
+14,500
+92% +$1.96M 0.01% 1276
2021
Q2 		$1.76M Sell
15,800
-9,700
-38% -$942K ﹤0.01% 2019
2021
Q1 		$2.25M Sell
25,500
-88,700
-78% -$8.78M 0.01% 1769
2020
Q4 		$10.5M Buy
114,200
+90,300
+378% +$6.34M 0.02% 653
2020
Q3 		$1.33M Sell
23,900
-15,800
-40% -$879K ﹤0.01% 2014
2020
Q2 		$2.12M Buy
+39,700
New +$1.63M 0.01% 1444
2019
Q4 		– Sell
-1,600
Closed -$70K – 4155
2019
Q3 		$70K Hold
1,600
– – ﹤0.01% 3338
2019
Q2 		$93K Buy
+1,600
New +$85.7K ﹤0.01% 3184
2018
Q4 		– Sell
-15,300
Closed -$604K – 4755
2018
Q3 		$604K Buy
+15,300
New +$476K ﹤0.01% 2401

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PEAK6 Investments's WK Position: Q1 2024 in Review

PEAK6 Investments sold out of Workiva (WK) in Q1 2024, closing a stake of 4,151 shares — an estimated $421K sold.

PEAK6 Investments first reported a position in WK in Q1 2019 and held it in 9 quarters. The position peaked at $2.84M in Q4 2021. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • PEAK6 Investments reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • PEAK6 Investments sold 4,151 Workiva shares in Q1 2024, an estimated $421K.
  • PEAK6 Investments first reported a position in Workiva in Q1 2019 and held it in 9 quarters.
  • PEAK6 Investments's Workiva position peaked at $2.84M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.