SEC 13F Intelligence

Vista Equity Partners Management, LLC / WK

Vista Equity Partners Management, LLC’s Workiva Inc Position

Does Vista Equity Partners Management, LLC own Workiva Inc (WK)? Not currently — the last reported position was 178.8K shares worth $18M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q4 2023
Shares
178.8K
% of Portfolio
+0.44%
Quarters Held
6
position exited

Position History WK

Reported value by quarter
Q2 ’20: $13MQ2 ’20Q4 ’22: $6MQ4 ’22Q1 ’23: $12MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $15MQ3 ’23Q4 ’23: $18MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023178.8K$18M+0.44%
Q3 2023151.5K$15M+0.38%
Q2 2023120.6K$12M+0.28%
Q1 2023119.9K$12M+0.16%
Q4 202270.4K$6M+0.09%
Q2 2020246.2K$13M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Equity Partners Management, LLC’s full portfolio or all institutional holders of WK.