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Weld Capital Management’s Workiva WK Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-22,810
Closed -$1.27M – 708
2020
Q3 		$1.27M Buy
22,810
+15,971
+234% +$889K 0.5% 37
2020
Q2 		$366K Buy
+6,839
New +$280K 0.14% 227
2019
Q4 		– Sell
-8,852
Closed -$388K – 960
2019
Q3 		$388K Buy
8,852
+1,729
+24% +$91.1K 0.07% 476
2019
Q2 		$414K Buy
+7,123
New +$382K 0.08% 448

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Weld Capital Management's WK Position: Q4 2020 in Review

Weld Capital Management sold out of Workiva (WK) in Q4 2020, closing a stake of 22,810 shares — an estimated $1.27M sold.

Weld Capital Management first reported a position in WK in Q2 2019 and held it in 4 quarters. The position peaked at $1.27M in Q3 2020. 216 funds tracked by Wall St. Rank hold WK as of Q4 2020.

  • Weld Capital Management reported no remaining Workiva position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 22,810 Workiva shares in Q4 2020, an estimated $1.27M.
  • Weld Capital Management first reported a position in Workiva in Q2 2019 and held it in 4 quarters.
  • Weld Capital Management's Workiva position peaked at $1.27M in Q3 2020.
  • 216 funds tracked by Wall St. Rank held Workiva as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.