UBS Group
WKME

UBS Group’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

UBS Group’s Portfolio WKME Stock Details WKME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-171,279
Closed -$2.39M – 10354
2024
Q2 		$2.39M Buy
171,279
+168,313
+5,675% +$1.65M ﹤0.01% 3581
2024
Q1 		$25.5K Sell
2,966
-728
-20% -$7.09K ﹤0.01% 6807
2023
Q4 		$39.4K Sell
3,694
-42
-1% -$396 ﹤0.01% 6681
2023
Q3 		$35.4K Buy
+3,736
New +$33.7K ﹤0.01% 6507
2023
Q2 		– Sell
-90
Closed -$958 – 9919
2023
Q1 		$958 Sell
90
-1,694
-95% -$17.3K ﹤0.01% 8868
2022
Q4 		$19.9K Buy
+1,784
New +$15.7K ﹤0.01% 7648
2022
Q3 		– Sell
-1,104
Closed -$11K – 11139
2022
Q2 		$11K Buy
1,104
+620
+128% +$7.69K ﹤0.01% 7871
2022
Q1 		$7K Sell
484
-848
-64% -$13.3K ﹤0.01% 8869
2021
Q4 		$26K Buy
+1,332
New +$29.9K ﹤0.01% 7554

Other funds holding WKME

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return
CC
Corton Capital Carrying Place, Ontario, Canada $40.7M AUM 52.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's WKME Position: Q3 2024 in Review

UBS Group sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q3 2024, closing a stake of 171,279 shares — an estimated $2.39M sold.

UBS Group first reported a position in WKME in Q4 2021 and held it in 9 quarters. The position peaked at $2.39M in Q2 2024. 5 funds tracked by Wall St. Rank hold WKME as of Q3 2024.

  • UBS Group reported no remaining WalkMe Ltd. Ordinary Shares position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 171,279 WalkMe Ltd. Ordinary Shares shares in Q3 2024, an estimated $2.39M.
  • UBS Group first reported a position in WalkMe Ltd. Ordinary Shares in Q4 2021 and held it in 9 quarters.
  • UBS Group's WalkMe Ltd. Ordinary Shares position peaked at $2.39M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.