WK β€” WORKIVA INC

Ownership history in Savant Capital, LLC  Β·  3 quarters on record

AI Ownership Summary

Savant Capital, LLC reported WORKIVA INC (WK) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows WK at 0.00% 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.

What this WK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savant Capital, 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
2025 Q3

WK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Savant Capital, LLC held WK β€” position size vs. price
% of Fund (quarterly)    WK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,819 -178 -4.5% 0.00% $329K 2025-11-05 $82.11
2025 Q2 ADDED 3,997 +1,180 +41.9% 0.00% $274K 2025-08-06 $77.95
2025 Q1 INITIATED 2,817 β€” β€” 0.00% $214K 2025-05-08 $68.75

FAQ About Savant Capital, 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 Savant Capital, LLC reported owning WK?

Savant Capital, LLC reported WK across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported WK position in Savant Capital, LLC's portfolio?

The largest reported portfolio weight for WK was 0.00% in 2025 Q3.

What is the latest reported WK position on this page?

The most recent filing on this page is 2025 Q3, when Savant Capital, LLC reported 3,819 shares, equal to 0.00% of portfolio, with an estimated market value of $329K.

What does the chart on this WK ownership page compare?

The chart compares Savant Capital, 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.

← Back to Savant Capital, LLC Holdings