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Praesidium Investment Management Company’s Workiva WK Stock Holding History

Praesidium Investment Management 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
2026
Q2 		$4.62M Sell
95,218
-55,191
-37% -$2.84M 2.15% 12
2026
Q1 		$8.97M Buy
150,409
+9,982
+7% +$696K 2.14% 12
2025
Q4 		$12.1M Buy
140,427
+52,506
+60% +$4.65M 2.24% 12
2025
Q3 		$7.57M Buy
+87,921
New +$6.6M 1.48% 11
2023
Q3 		– Sell
-380,290
Closed -$38.7M – 16
2023
Q2 		$38.7M Sell
380,290
-268,713
-41% -$25.8M 3.51% 14
2023
Q1 		$66.5M Sell
649,003
-395,473
-38% -$35.8M 6.01% 9
2022
Q4 		$87.7M Sell
1,044,476
-99,410
-9% -$7.7M 8.91% 5
2022
Q3 		$89M Buy
1,143,886
+31,410
+3% +$2.14M 8.68% 5
2022
Q2 		$73.4M Sell
1,112,476
-159,975
-13% -$13.3M 6.41% 7
2022
Q1 		$150M Buy
1,272,451
+102,672
+9% +$11.3M 10.46% 2
2021
Q4 		$153M Buy
1,169,779
+81,382
+7% +$11.5M 8.57% 6
2021
Q3 		$153M Sell
1,088,397
-15,797
-1% -$2.14M 8.5% 6
2021
Q2 		$123M Buy
1,104,194
+65,174
+6% +$6.33M 6.56% 7
2021
Q1 		$91.7M Buy
1,039,020
+5,728
+0.6% +$567K 4.73% 9
2020
Q4 		$94.7M Buy
1,033,292
+196,813
+24% +$13.8M 4.87% 9
2020
Q3 		$46.6M Buy
836,479
+194,286
+30% +$10.8M 2.78% 16
2020
Q2 		$34.4M Buy
+642,193
New +$26.3M 2.23% 15

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Praesidium Investment Management Company's WK Position: Q2 2026 in Review

Praesidium Investment Management Company reduced its Workiva (WK) stake by 37% in Q2 2026, selling an estimated $2.84M and leaving 95,218 shares worth $4.62M. The position accounts for 2.15% of the portfolio, ranked #12.

Praesidium Investment Management Company first reported a position in WK in Q2 2020 and has held it in 17 quarters since. The position peaked at $153M in Q3 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Praesidium Investment Management Company held 95,218 shares of Workiva worth $4.62M as of Q2 2026.
  • Praesidium Investment Management Company sold 55,191 Workiva shares in Q2 2026, an estimated $2.84M.
  • Workiva made up 2.15% of Praesidium Investment Management Company's portfolio in Q2 2026, its #12 holding.
  • Praesidium Investment Management Company first reported a position in Workiva in Q2 2020 and has held it in 17 quarters since.
  • Praesidium Investment Management Company's Workiva position peaked at $153M in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Praesidium Investment Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.