William Blair & Company
WK icon

William Blair & Company’s Workiva WK Stock Holding History

William Blair & Company’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
Q1 		– Sell
-2,744
Closed -$300K – 1887
2024
Q4 		$300K Sell
2,744
-161
-6% -$14.8K ﹤0.01% 1283
2024
Q3 		$230K Sell
2,905
-60
-2% -$4.5K ﹤0.01% 1388
2024
Q2 		$216K Sell
2,965
-27
-0.9% -$2.13K ﹤0.01% 1386
2024
Q1 		$254K Sell
2,992
-310
-9% -$27.9K ﹤0.01% 1317
2023
Q4 		$335K Buy
3,302
+335
+11% +$32.3K ﹤0.01% 1208
2023
Q3 		$301K Buy
2,967
+312
+12% +$32.4K ﹤0.01% 1231
2023
Q2 		$270K Sell
2,655
-15
-0.6% -$1.44K ﹤0.01% 1293
2023
Q1 		$273K Buy
+2,670
New +$242K ﹤0.01% 1276
2022
Q3 		– Sell
-4,675
Closed -$309K – 1889
2022
Q2 		$309K Sell
4,675
-526
-10% -$43.8K ﹤0.01% 1258
2022
Q1 		$614K Sell
5,201
-2,333
-31% -$258K ﹤0.01% 1082
2021
Q4 		$983K Buy
7,534
+2,229
+42% +$314K ﹤0.01% 967
2021
Q3 		$748K Sell
5,305
-222
-4% -$30.1K ﹤0.01% 1030
2021
Q2 		$615K Hold
5,527
– – ﹤0.01% 1083
2021
Q1 		$488K Buy
+5,527
New +$547K ﹤0.01% 1129

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

William Blair & Company's WK Position: Q1 2025 in Review

William Blair & Company sold out of Workiva (WK) in Q1 2025, closing a stake of 2,744 shares — an estimated $300K sold.

William Blair & Company first reported a position in WK in Q1 2021 and held it in 14 quarters. The position peaked at $983K in Q4 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • William Blair & Company reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • William Blair & Company sold 2,744 Workiva shares in Q1 2025, an estimated $300K.
  • William Blair & Company first reported a position in Workiva in Q1 2021 and held it in 14 quarters.
  • William Blair & Company's Workiva position peaked at $983K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on William Blair & Company's 13F filing for Q1 2025, filed 9 May 2025.