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Vista Equity Partners Management’s Workiva WK Stock Holding History

Vista Equity Partners 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
2024
Q1 		– Sell
-178,777
Closed -$18.2M – 40
2023
Q4 		$18.2M Buy
178,777
+27,258
+18% +$2.63M 0.44% 13
2023
Q3 		$15.4M Buy
151,519
+30,967
+26% +$3.22M 0.38% 19
2023
Q2 		$12.3M Buy
120,552
+693
+0.6% +$66.6K 0.28% 27
2023
Q1 		$12.3M Buy
119,859
+49,427
+70% +$4.48M 0.16% 18
2022
Q4 		$5.91M Buy
+70,432
New +$5.46M 0.09% 22
2020
Q3 		– Sell
-246,201
Closed -$13.2M – 42
2020
Q2 		$13.2M Buy
+246,201
New +$10.1M 0.55% 24

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vista Equity Partners Management's WK Position: Q1 2024 in Review

Vista Equity Partners Management sold out of Workiva (WK) in Q1 2024, closing a stake of 178,777 shares — an estimated $18.2M sold.

Vista Equity Partners Management first reported a position in WK in Q2 2020 and held it in 6 quarters. The position peaked at $18.2M in Q4 2023. 303 funds tracked by Wall St. Rank hold WK as of Q1 2024.

  • Vista Equity Partners Management reported no remaining Workiva position as of Q1 2024 after selling out during the quarter.
  • Vista Equity Partners Management sold 178,777 Workiva shares in Q1 2024, an estimated $18.2M.
  • Vista Equity Partners Management first reported a position in Workiva in Q2 2020 and held it in 6 quarters.
  • Vista Equity Partners Management's Workiva position peaked at $18.2M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q1 2024.

Based on Vista Equity Partners Management's 13F filing for Q1 2024, filed 15 May 2024.