Vista Equity Partners Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-178,777
| Closed | -$18.2M | – | 40 |
|
|
2023
Q4 | $18.2M | Buy |
178,777
+27,258
| +18% | +$2.77M | 0.44% | 13 |
|
|
2023
Q3 | $15.4M | Buy |
151,519
+30,967
| +26% | +$3.14M | 0.38% | 19 |
|
|
2023
Q2 | $12.3M | Buy |
120,552
+693
| +0.6% | +$70.5K | 0.28% | 27 |
|
|
2023
Q1 | $12.3M | Buy |
119,859
+49,427
| +70% | +$5.06M | 0.16% | 18 |
|
|
2022
Q4 | $5.91M | Buy |
+70,432
| New | +$5.91M | 0.09% | 22 |
|
|
2020
Q3 | – | Sell |
-246,201
| Closed | -$13.2M | – | 41 |
|
|
2020
Q2 | $13.2M | Buy |
+246,201
| New | +$13.2M | 0.55% | 24 |
|