William Blair Investment Management
WK icon

William Blair Investment Management’s Workiva WK Stock Holding History

William Blair Investment 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
2025
Q1 		– Sell
-445,628
Closed -$48.8M – 467
2024
Q4 		$48.8M Buy
445,628
+49,549
+13% +$4.57M 0.12% 157
2024
Q3 		$31.3M Buy
396,079
+18,247
+5% +$1.37M 0.08% 225
2024
Q2 		$27.6M Buy
377,832
+29,005
+8% +$2.28M 0.07% 244
2024
Q1 		$29.6M Buy
348,827
+19,940
+6% +$1.8M 0.08% 245
2023
Q4 		$33.4M Sell
328,887
-25,637
-7% -$2.47M 0.1% 206
2023
Q3 		$35.9M Buy
354,524
+15,351
+5% +$1.6M 0.12% 166
2023
Q2 		$34.5M Buy
339,173
+8,112
+2% +$780K 0.11% 203
2023
Q1 		$33.9M Buy
331,061
+145,535
+78% +$13.2M 0.12% 190
2022
Q4 		$15.6M Buy
185,526
+2,185
+1% +$169K 0.06% 281
2022
Q3 		$14.3M Sell
183,341
-776,014
-81% -$53M 0.06% 283
2022
Q2 		$63.3M Sell
959,355
-17,723
-2% -$1.48M 0.23% 119
2022
Q1 		$115M Sell
977,078
-489,972
-33% -$54.2M 0.34% 99
2021
Q4 		$191M Buy
1,467,050
+328,993
+29% +$46.4M 0.52% 68
2021
Q3 		$160M Sell
1,138,057
-16,237
-1% -$2.2M 0.45% 78
2021
Q2 		$129M Sell
1,154,294
-19,360
-2% -$1.88M 0.4% 96
2021
Q1 		$104M Buy
+1,173,654
New +$116M 0.34% 99

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 Investment Management's WK Position: Q1 2025 in Review

William Blair Investment Management sold out of Workiva (WK) in Q1 2025, closing a stake of 445,628 shares — an estimated $48.8M sold.

William Blair Investment Management first reported a position in WK in Q1 2021 and held it in 16 quarters. The position peaked at $191M in Q4 2021. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • William Blair Investment Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • William Blair Investment Management sold 445,628 Workiva shares in Q1 2025, an estimated $48.8M.
  • William Blair Investment Management first reported a position in Workiva in Q1 2021 and held it in 16 quarters.
  • William Blair Investment Management's Workiva position peaked at $191M in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

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