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RiverPark Advisors’s Workiva WK Stock Holding History

RiverPark Advisors’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
Q2 		– Sell
-1,140
Closed -$96.7K – 144
2024
Q1 		$96.7K Buy
1,140
+893
+362% +$80.4K 0.08% 100
2023
Q4 		$25.1K Buy
247
+66
+36% +$6.37K 0.02% 94
2023
Q3 		$18.3K Buy
+181
New +$18.8K 0.02% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

RiverPark Advisors's WK Position: Q2 2024 in Review

RiverPark Advisors sold out of Workiva (WK) in Q2 2024, closing a stake of 1,140 shares — an estimated $96.7K sold.

RiverPark Advisors first reported a position in WK in Q3 2023 and held it in 3 quarters. The position peaked at $96.7K in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

  • RiverPark Advisors reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
  • RiverPark Advisors sold 1,140 Workiva shares in Q2 2024, an estimated $96.7K.
  • RiverPark Advisors first reported a position in Workiva in Q3 2023 and held it in 3 quarters.
  • RiverPark Advisors's Workiva position peaked at $96.7K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on RiverPark Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.