PCR
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Potrero Capital Research’s Workiva WK Stock Holding History

Potrero Capital Research’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
2020
Q2 		– Sell
-21,490
Closed -$695K – 54
2020
Q1 		$695K Buy
+21,490
New +$893K 0.49% 37
2018
Q2 		– Sell
-228,092
Closed -$5.41M – 53
2018
Q1 		$5.41M Buy
228,092
+20,000
+10% +$460K 4.05% 7
2017
Q4 		$4.45M Hold
208,092
– – 3.66% 10
2017
Q3 		$4.34M Hold
208,092
– – 3.65% 11
2017
Q2 		$3.96M Hold
208,092
– – 3.7% 12
2017
Q1 		$3.26M Buy
208,092
+3,016
+1% +$42.4K 2.89% 15
2016
Q4 		$2.8M Buy
205,076
+113,469
+124% +$1.74M 2.63% 14
2016
Q3 		$1.66M Buy
+91,607
New +$1.49M 1.55% 20

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return