VSQM
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V-Square Quantitative Management’s Workiva WK Stock Holding History

V-Square Quantitative Management’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
-341
Closed -$25.9K – 737
2025
Q1 		$25.9K Hold
341
– – ﹤0.01% 664
2024
Q4 		$37.3K Sell
341
-8
-2% -$737 0.01% 609
2024
Q3 		$27.6K Buy
+349
New +$26.2K ﹤0.01% 640

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

V-Square Quantitative Management's WK Position: Q2 2025 in Review

V-Square Quantitative Management sold out of Workiva (WK) in Q2 2025, closing a stake of 341 shares — an estimated $25.9K sold.

V-Square Quantitative Management first reported a position in WK in Q3 2024 and held it in 3 quarters. The position peaked at $37.3K in Q4 2024. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • V-Square Quantitative Management reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • V-Square Quantitative Management sold 341 Workiva shares in Q2 2025, an estimated $25.9K.
  • V-Square Quantitative Management first reported a position in Workiva in Q3 2024 and held it in 3 quarters.
  • V-Square Quantitative Management's Workiva position peaked at $37.3K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on V-Square Quantitative Management's 13F filing for Q2 2025, filed 17 Jul 2025.