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Sherbrooke Park Advisers’s Workiva WK Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-3,369
Closed -$256K – 809
2025
Q1 		$256K Buy
+3,369
New +$318K 0.12% 346
2024
Q3 		– Sell
-2,942
Closed -$215K – 1304
2024
Q2 		$215K Buy
+2,942
New +$232K 0.04% 747

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Sherbrooke Park Advisers's WK Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Workiva (WK) in Q2 2025, closing a stake of 3,369 shares — an estimated $256K sold.

Sherbrooke Park Advisers first reported a position in WK in Q2 2024 and held it in 2 quarters. The position peaked at $256K in Q1 2025. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 3,369 Workiva shares in Q2 2025, an estimated $256K.
  • Sherbrooke Park Advisers first reported a position in Workiva in Q2 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Workiva position peaked at $256K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.