Investment Advisor Sells $3 Million Worth of Workiva Shares, Per SEC Filing

ORSER Capital Management sold 43,215 shares of Workiva (WK) for an estimated $3.01 million, according to an April 16, 2026 SEC filing. The sale reduced the fund's position in Workiva to 3,972 shares, valued at $236,850, representing 0.15% of its AUM. The move reflects a strategic shift in the fund's portfolio.

By Jake Lerch · Motley Fool ·

Investment Advisor Sells $3 Million Worth of Workiva Shares, Per SEC Filing

Tickers: $WK

Topics: portfolio changes SEC filing share sales Workiva

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