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Seven Eight Capital’s Workiva WK Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-4,440
Closed -$351K – 650
2024
Q3 		$351K Sell
4,440
-16,965
-79% -$1.27M 0.03% 621
2024
Q2 		$1.56M Buy
+21,405
New +$1.68M 0.16% 206
2021
Q4 		– Sell
-5,870
Closed -$827K – 694
2021
Q3 		$827K Buy
+5,870
New +$795K 0.08% 343
2021
Q2 		– Sell
-3,600
Closed -$330K – 723
2021
Q1 		$330K Hold
3,600
– – 0.08% 319
2020
Q4 		$330K Buy
+3,600
New +$253K 0.08% 323
2019
Q3 		– Sell
-5,800
Closed -$337K – 747
2019
Q2 		$337K Buy
+5,800
New +$311K 0.02% 527

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's WK Position: Q4 2024 in Review

Seven Eight Capital sold out of Workiva (WK) in Q4 2024, closing a stake of 4,440 shares — an estimated $351K sold.

Seven Eight Capital first reported a position in WK in Q2 2019 and held it in 6 quarters. The position peaked at $1.56M in Q2 2024. 315 funds tracked by Wall St. Rank hold WK as of Q4 2024.

  • Seven Eight Capital reported no remaining Workiva position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 4,440 Workiva shares in Q4 2024, an estimated $351K.
  • Seven Eight Capital first reported a position in Workiva in Q2 2019 and held it in 6 quarters.
  • Seven Eight Capital's Workiva position peaked at $1.56M in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.