Swedbank
WK icon

Swedbank’s Workiva WK Stock Holding History

Swedbank’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
Q1 		– Sell
-100,000
Closed -$10.9M – 714
2024
Q4 		$10.9M Hold
100,000
– – 0.01% 452
2024
Q3 		$7.91M Sell
100,000
-90,800
-48% -$6.82M 0.01% 479
2024
Q2 		$13.9M Hold
190,800
– – 0.02% 382
2024
Q1 		$16.2M Buy
190,800
+71,800
+60% +$6.47M 0.02% 365
2023
Q4 		$12.1M Sell
119,000
-1,000
-0.8% -$96.4K 0.02% 395
2023
Q3 		$12.2M Buy
120,000
+50,000
+71% +$5.2M 0.02% 381
2023
Q2 		$7.12M Hold
70,000
– – 0.01% 465
2023
Q1 		$7.17M Buy
+70,000
New +$6.34M 0.01% 459

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Swedbank's WK Position: Q1 2025 in Review

Swedbank sold out of Workiva (WK) in Q1 2025, closing a stake of 100,000 shares — an estimated $10.9M sold.

Swedbank first reported a position in WK in Q1 2023 and held it in 8 quarters. The position peaked at $16.2M in Q1 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • Swedbank reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • Swedbank sold 100,000 Workiva shares in Q1 2025, an estimated $10.9M.
  • Swedbank first reported a position in Workiva in Q1 2023 and held it in 8 quarters.
  • Swedbank's Workiva position peaked at $16.2M in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Swedbank's 13F filing for Q1 2025, filed 14 Apr 2025.