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Stephens Consulting’s Workiva WK Stock Holding History

Stephens Consulting’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
-15
Closed -$1.14K – 2014
2025
Q1 		$1.14K Buy
+15
New +$1.42K ﹤0.01% 592
2024
Q3 		– Sell
-19
Closed -$1.39K – 654
2024
Q2 		$1.39K Buy
+19
New +$1.5K ﹤0.01% 556

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 $3.37T AUM 44.26% 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

Stephens Consulting's WK Position: Q2 2025 in Review

Stephens Consulting sold out of Workiva (WK) in Q2 2025, closing a stake of 15 shares — an estimated $1.14K sold.

Stephens Consulting first reported a position in WK in Q2 2024 and held it in 2 quarters. The position peaked at $1.39K in Q2 2024. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Stephens Consulting reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Workiva shares in Q2 2025, an estimated $1.14K.
  • Stephens Consulting first reported a position in Workiva in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Workiva position peaked at $1.39K in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.