Investment Advisor Sheds Approximately $3 Million of SaaS Stock, According to Recent SEC Filing

Sold 43,215 shares of Workiva; estimated trade size of $3.01 million based on quarterly average price Quarter-end position value fell by $3.83 million, reflecting the combined effect of share sales and price changes Change represents 1.97% of 13F reportable assets under management (AUM) Post-trade stake: 3,972 shares valued at $236,850 The position now accounts for 0.15% of AUM, which places it outside the fund's top five holdings