Stephens Inc’s Workiva WK Stock Holding History

Stephens Inc’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
2021 Q1	–	Sell	-2,327	Closed	-$213K	–	1356
2020 Q4	$213K	Buy	+2,327	New	+$163K	﹤0.01%	1063
2019 Q4	–	Sell	-13,448	Closed	-$589K	–	1203
2019 Q3	$589K	Sell	13,448 -8,000	-37%	-$422K	0.01%	705
2019 Q2	$1.25M	Buy	21,448 +480	+2%	+$25.7K	0.03%	527
2019 Q1	$1.06M	Buy	+20,968	New	+$922K	0.03%	557

Other funds holding WK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Stephens Inc's WK Position: Q1 2021 in Review

Stephens Inc sold out of Workiva (WK) in Q1 2021, closing a stake of 2,327 shares — an estimated $213K sold.

Stephens Inc first reported a position in WK in Q1 2019 and held it in 4 quarters. The position peaked at $1.25M in Q2 2019. 238 funds tracked by Wall St. Rank hold WK as of Q1 2021.

Stephens Inc reported no remaining Workiva position as of Q1 2021 after selling out during the quarter.
Stephens Inc sold 2,327 Workiva shares in Q1 2021, an estimated $213K.
Stephens Inc first reported a position in Workiva in Q1 2019 and held it in 4 quarters.
Stephens Inc's Workiva position peaked at $1.25M in Q2 2019.
238 funds tracked by Wall St. Rank held Workiva as of Q1 2021.

Based on Stephens Inc's 13F filing for Q1 2021, filed 14 May 2021.