Untitled Investments’s Workiva WK Stock Holding History

Untitled Investments’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	-69,841	Closed	-$7.65M	–	20
2024 Q4	$7.65M	Buy	+69,841	New	+$6.44M	1.86%	15

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Untitled Investments's WK Position: Q1 2025 in Review

Untitled Investments sold out of Workiva (WK) in Q1 2025, closing a stake of 69,841 shares — an estimated $7.65M sold.

Untitled Investments first reported a position in WK in Q4 2024 and held it in 1 quarter. The position peaked at $7.65M in Q4 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

Untitled Investments reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
Untitled Investments sold 69,841 Workiva shares in Q1 2025, an estimated $7.65M.
Untitled Investments first reported a position in Workiva in Q4 2024 and held it in 1 quarter.
Untitled Investments's Workiva position peaked at $7.65M in Q4 2024.
329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on Untitled Investments's 13F filing for Q1 2025, filed 15 May 2025.