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Silvercrest Asset Management’s Workiva WK Stock Holding History

Silvercrest Asset Management’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
Q4 		– Sell
-298,134
Closed -$25.7M – 891
2025
Q3 		$25.7M Buy
298,134
+79,467
+36% +$5.97M 0.17% 162
2025
Q2 		$15M Buy
218,667
+83,655
+62% +$5.75M 0.1% 248
2025
Q1 		$10.2M Buy
+135,012
New +$12.8M 0.07% 292
2023
Q3 		– Sell
-12,550
Closed -$1.28M – 866
2023
Q2 		$1.28M Sell
12,550
-183,454
-94% -$17.6M 0.01% 553
2023
Q1 		$20.1M Sell
196,004
-72,982
-27% -$6.61M 0.15% 162
2022
Q4 		$22.6M Sell
268,986
-12,301
-4% -$953K 0.17% 152
2022
Q3 		$21.9M Sell
281,287
-17,343
-6% -$1.18M 0.18% 152
2022
Q2 		$19.7M Sell
298,630
-7,151
-2% -$595K 0.15% 166
2022
Q1 		$36.1M Buy
305,781
+103,163
+51% +$11.4M 0.23% 135
2021
Q4 		$26.4M Buy
202,618
+3,361
+2% +$474K 0.17% 156
2021
Q3 		$28.1M Sell
199,257
-77,520
-28% -$10.5M 0.19% 148
2021
Q2 		$30.8M Buy
276,777
+5,458
+2% +$530K 0.2% 148
2021
Q1 		$23.9M Sell
271,319
-191,974
-41% -$19M 0.16% 167
2020
Q4 		$42.4M Sell
463,293
-81,636
-15% -$5.73M 0.31% 116
2020
Q3 		$30.4M Sell
544,929
-15,416
-3% -$858K 0.26% 121
2020
Q2 		$30M Buy
560,345
+87,680
+19% +$3.59M 0.27% 117
2020
Q1 		$15.3M Buy
472,665
+249,410
+112% +$10.4M 0.16% 153
2019
Q4 		$9.39M Buy
+223,255
New +$9.41M 0.07% 239

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Silvercrest Asset Management's WK Position: Q4 2025 in Review

Silvercrest Asset Management sold out of Workiva (WK) in Q4 2025, closing a stake of 298,134 shares — an estimated $25.7M sold.

Silvercrest Asset Management first reported a position in WK in Q4 2019 and held it in 18 quarters. The position peaked at $42.4M in Q4 2020. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Silvercrest Asset Management reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 298,134 Workiva shares in Q4 2025, an estimated $25.7M.
  • Silvercrest Asset Management first reported a position in Workiva in Q4 2019 and held it in 18 quarters.
  • Silvercrest Asset Management's Workiva position peaked at $42.4M in Q4 2020.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Silvercrest Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.