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Petrus Trust Company’s Workiva WK Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-9,032
Closed -$618K – 539
2025
Q2 		$618K Sell
9,032
-980
-10% -$67.4K 0.06% 65
2025
Q1 		$760K Buy
+10,012
New +$946K 0.07% 75
2024
Q3 		– Sell
-13,241
Closed -$966K – 767
2024
Q2 		$966K Buy
13,241
+2,647
+25% +$208K 0.09% 41
2024
Q1 		$898K Buy
10,594
+1,556
+17% +$140K 0.08% 56
2023
Q4 		$918K Buy
9,038
+1,447
+19% +$140K 0.09% 53
2023
Q3 		$769K Buy
7,591
+3,573
+89% +$371K 0.08% 73
2023
Q2 		$408K Buy
4,018
+1,416
+54% +$136K 0.05% 242
2023
Q1 		$266K Buy
+2,602
New +$236K 0.03% 359
2022
Q1 		– Sell
-1,727
Closed -$225K – 160
2021
Q4 		$225K Buy
1,727
+109
+7% +$15.4K 0.03% 85
2021
Q3 		$228K Sell
1,618
-1,305
-45% -$177K 0.03% 59
2021
Q2 		$325K Buy
2,923
+398
+16% +$38.6K 0.03% 48
2021
Q1 		$223K Sell
2,525
-236
-9% -$23.4K 0.02% 50
2020
Q4 		$253K Buy
+2,761
New +$194K 0.03% 48
2020
Q3 		– Sell
-5,735
Closed -$307K – 374
2020
Q2 		$307K Buy
+5,735
New +$235K 0.04% 72
2019
Q4 		– Sell
-7,087
Closed -$311K – 362
2019
Q3 		$311K Buy
7,087
+2,297
+48% +$121K 0.06% 87
2019
Q2 		$278K Sell
4,790
-2,815
-37% -$151K 0.05% 117
2019
Q1 		$386K Buy
+7,605
New +$334K 0.07% 68

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Petrus Trust Company's WK Position: Q3 2025 in Review

Petrus Trust Company sold out of Workiva (WK) in Q3 2025, closing a stake of 9,032 shares — an estimated $618K sold.

Petrus Trust Company first reported a position in WK in Q1 2019 and held it in 17 quarters. The position peaked at $966K in Q2 2024. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Petrus Trust Company reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 9,032 Workiva shares in Q3 2025, an estimated $618K.
  • Petrus Trust Company first reported a position in Workiva in Q1 2019 and held it in 17 quarters.
  • Petrus Trust Company's Workiva position peaked at $966K in Q2 2024.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.