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Wasatch Advisors’s Workiva WK Stock Holding History

Wasatch Advisors’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
2017
Q1 		– Sell
-149,653
Closed -$2.04M – 374
2016
Q4 		$2.04M Hold
149,653
– – 0.03% 254
2016
Q3 		$2.71M Sell
149,653
-53,077
-26% -$861K 0.04% 237
2016
Q2 		$2.77M Buy
202,730
+47,611
+31% +$604K 0.04% 237
2016
Q1 		$1.81M Buy
155,119
+40,731
+36% +$537K 0.03% 262
2015
Q4 		$2.01M Buy
114,388
+8
+0% +$138 0.03% 277
2015
Q3 		$1.74M Buy
+114,380
New +$1.65M 0.02% 292

Other funds holding WK

WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
HWM
Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors's WK Position: Q1 2017 in Review

Wasatch Advisors sold out of Workiva (WK) in Q1 2017, closing a stake of 149,653 shares — an estimated $2.04M sold.

Wasatch Advisors first reported a position in WK in Q3 2015 and held it in 6 quarters. The position peaked at $2.77M in Q2 2016. 70 funds tracked by Wall St. Rank hold WK as of Q1 2017.

  • Wasatch Advisors reported no remaining Workiva position as of Q1 2017 after selling out during the quarter.
  • Wasatch Advisors sold 149,653 Workiva shares in Q1 2017, an estimated $2.04M.
  • Wasatch Advisors first reported a position in Workiva in Q3 2015 and held it in 6 quarters.
  • Wasatch Advisors's Workiva position peaked at $2.77M in Q2 2016.
  • 70 funds tracked by Wall St. Rank held Workiva as of Q1 2017.

Based on Wasatch Advisors's 13F filing for Q1 2017, filed 15 May 2017.