Praesidium Investment Management Company, LLC WK WORKIVA INC

Ownership history in Praesidium Investment Management Company, LLC  ·  17 quarters on record

AI Ownership Summary

Praesidium Investment Management Company, LLC reported WORKIVA INC (WK) in 17 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.24% in 2025 Q4. The latest visible filing shows WK at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Praesidium Investment Management Company, LLC's position in WORKIVA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WK was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Praesidium Investment Management Company, LLC held WK — position size vs. price
% of Fund (quarterly)    WK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 95,218 -55,191 -36.7% 2.15% $4.6M 2026-08-14 $70.51
2026 Q1 ADDED 150,409 +9,982 +7.1% 2.14% $9.0M 2026-05-15 $47.40
2025 Q4 ADDED 140,427 +52,506 +59.7% 2.24% $12.1M 2026-02-17 $58.00
2025 Q3 REDUCED 76.9% +0.7% 87,921 -292,369 -76.9% 1.48% $7.6M 2025-11-14 $91.03
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Praesidium Investment Management Company, LLC and WK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Praesidium Investment Management Company, LLC reported owning WK?

Praesidium Investment Management Company, LLC reported WK across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WK position in Praesidium Investment Management Company, LLC's portfolio?

The largest reported portfolio weight for WK was 2.24% in 2025 Q4.

What is the latest reported WK position on this page?

The most recent filing on this page is 2026 Q2, when Praesidium Investment Management Company, LLC reported 95,218 shares, equal to 2.15% of portfolio, with an estimated market value of $4.6M.

What does the chart on this WK ownership page compare?

The chart compares Praesidium Investment Management Company, LLC's quarterly WK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Praesidium Investment Management Company, LLC time their WK position?

Based on 13F filing dates vs. subsequent WK price moves, Praesidium Investment Management Company, LLC correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on WK relative to SPY over the holding period was -2.6%.

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