13F

Stock

Workiva Inc

WK · held by 3 managers

Reported value

$5.27M

Holders

3

+1 new · −2 exited

Holders’ est. mark

−$817.4K

Price effect on 2 books still in the name

Largest holder

$4.7M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC64.5K$4.7M−$761.2KCut−$1.98M
Henshaw Capital LLC4.81K$351.3K−$56.2KCut−$52K
ELEVATION POINT WEALTH PARTNERS, LLC2.95K$215.2KNew

Who left

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.