William Blair Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-445,628
| Closed | -$48.8M | – | 467 |
|
|
2024
Q4 | $48.8M | Buy |
445,628
+49,549
| +13% | +$5.43M | 0.12% | 157 |
|
|
2024
Q3 | $31.3M | Buy |
396,079
+18,247
| +5% | +$1.44M | 0.08% | 225 |
|
|
2024
Q2 | $27.6M | Buy |
377,832
+29,005
| +8% | +$2.12M | 0.07% | 244 |
|
|
2024
Q1 | $29.6M | Buy |
348,827
+19,940
| +6% | +$1.69M | 0.08% | 245 |
|
|
2023
Q4 | $33.4M | Sell |
328,887
-25,637
| -7% | -$2.6M | 0.1% | 206 |
|
|
2023
Q3 | $35.9M | Buy |
354,524
+15,351
| +5% | +$1.56M | 0.12% | 166 |
|
|
2023
Q2 | $34.5M | Buy |
339,173
+8,112
| +2% | +$825K | 0.11% | 203 |
|
|
2023
Q1 | $33.9M | Buy |
331,061
+145,535
| +78% | +$14.9M | 0.12% | 190 |
|
|
2022
Q4 | $15.6M | Buy |
185,526
+2,185
| +1% | +$183K | 0.06% | 281 |
|
|
2022
Q3 | $14.3M | Sell |
183,341
-776,014
| -81% | -$60.4M | 0.06% | 283 |
|
|
2022
Q2 | $63.3M | Sell |
959,355
-17,723
| -2% | -$1.17M | 0.23% | 119 |
|
|
2022
Q1 | $115M | Sell |
977,078
-489,972
| -33% | -$57.8M | 0.34% | 99 |
|
|
2021
Q4 | $191M | Buy |
1,467,050
+328,993
| +29% | +$42.9M | 0.52% | 68 |
|
|
2021
Q3 | $160M | Sell |
1,138,057
-16,237
| -1% | -$2.29M | 0.45% | 78 |
|
|
2021
Q2 | $129M | Sell |
1,154,294
-19,360
| -2% | -$2.16M | 0.4% | 96 |
|
|
2021
Q1 | $104M | Buy |
+1,173,654
| New | +$104M | 0.34% | 99 |
|