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William E. Oberndorf’s Workiva WK Stock Holding History

William E. Oberndorf’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
2019
Q1 		– Sell
-705,623
Closed -$25.3M – 8
2018
Q4 		$25.3M Sell
705,623
-481,841
-41% -$16.9M 16.01% 3
2018
Q3 		$46.9M Sell
1,187,464
-387,700
-25% -$12.1M 27.06% 2
2018
Q2 		$38.4M Sell
1,575,164
-194,220
-11% -$4.89M 32.04% 2
2018
Q1 		$41.9M Sell
1,769,384
-600,000
-25% -$13.8M 38.92% 1
2017
Q4 		$50.7M Hold
2,369,384
– – 41.35% 1
2017
Q3 		$49.4M Hold
2,369,384
– – 38.83% 1
2017
Q2 		$45.1M Hold
2,369,384
– – 46.01% 1
2017
Q1 		$37.1M Buy
2,369,384
+662,408
+39% +$9.31M 41.46% 1
2016
Q4 		$23.3M Buy
+1,706,976
New +$26.2M 27.63% 2

Other funds holding WK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

William E. Oberndorf's WK Position: Q1 2019 in Review

William E. Oberndorf sold out of Workiva (WK) in Q1 2019, closing a stake of 705,623 shares — an estimated $25.3M sold.

William E. Oberndorf first reported a position in WK in Q4 2016 and held it in 9 quarters. The position peaked at $50.7M in Q4 2017. 159 funds tracked by Wall St. Rank hold WK as of Q1 2019.

  • William E. Oberndorf reported no remaining Workiva position as of Q1 2019 after selling out during the quarter.
  • William E. Oberndorf sold 705,623 Workiva shares in Q1 2019, an estimated $25.3M.
  • William E. Oberndorf first reported a position in Workiva in Q4 2016 and held it in 9 quarters.
  • William E. Oberndorf's Workiva position peaked at $50.7M in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Workiva as of Q1 2019.

Based on William E. Oberndorf's 13F filing for Q1 2019, filed 14 May 2019.