SQN Investors’s Workiva WK Stock Holding History

SQN Investors’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	-39,300	Closed	-$3.33M	–	23
2024 Q1	$3.33M	Buy	+39,300	New	+$3.54M	2.15%	17

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

SQN Investors's WK Position: Q2 2024 in Review

SQN Investors sold out of Workiva (WK) in Q2 2024, closing a stake of 39,300 shares — an estimated $3.33M sold.

SQN Investors first reported a position in WK in Q1 2024 and held it in 1 quarter. The position peaked at $3.33M in Q1 2024. 300 funds tracked by Wall St. Rank hold WK as of Q2 2024.

SQN Investors reported no remaining Workiva position as of Q2 2024 after selling out during the quarter.
SQN Investors sold 39,300 Workiva shares in Q2 2024, an estimated $3.33M.
SQN Investors first reported a position in Workiva in Q1 2024 and held it in 1 quarter.
SQN Investors's Workiva position peaked at $3.33M in Q1 2024.
300 funds tracked by Wall St. Rank held Workiva as of Q2 2024.

Based on SQN Investors's 13F filing for Q2 2024, filed 14 Aug 2024.