SAGE RHINO CAPITAL LLC

Position in WK — Workiva Inc

CIK 1771605 MENLO PARK, CA

Position in WK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$218,489

-$51,634 QoQ

Shares Held

4,504

-0.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#199

of 301 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $1,639,403 across 5 Software - Application names. WK ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCU	Docusign, Inc.	12,841	$570,397
2	SAP	Sap SE	3,402	$524,282
3	PAYC	Paycom Software, Inc.	2,264	$284,539
4	WK	Workiva Inc This page	4,504	$218,489
5	GRAB	Grab Holdings Ltd	11,060	$41,696

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,489	4,504	-0.6%	Shares	Sole	2026-08-03
2026-03-31	$270,123	4,530	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$390,453	4,527	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$389,253	4,522	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$308,298	4,504	-1.2%	Shares	Sole	2025-07-17
2025-03-31	$345,921	4,557	-0.3%	Shares	Sole	2025-05-01
2024-12-31	$500,305	4,569	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$359,996	4,550	+0.9%	Shares	Sole	2024-11-01
2024-06-30	$329,038	4,508	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$384,059	4,529	-0.7%	Shares	Sole	2024-04-26
2023-12-31	$463,281	4,563	+0.6%	Shares	Sole	2024-02-05
2023-09-30	$459,475	4,534	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$460,418	4,529	0.0%	Shares	Sole	2023-07-31
2023-03-31	$463,814	4,529	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$379,544	4,520	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$350,411	4,504	0.0%	Shares	Sole	2022-10-24
2022-06-30	$297,218	4,504	-0.1%	Shares	Sole	2022-07-28
2022-03-31	$532,180	4,510	+0.1%	Shares	Sole	2022-04-27
2021-12-31	$587,726	4,504	-9.9%	Shares	Sole	2022-02-04
2021-09-30	$704,800	5,000	0.0%	Shares	Sole	2021-10-18
2021-06-30	$556,650	5,000	0.0%	Shares	Sole	2021-07-27
2021-03-31	$441,300	5,000	0.0%	Shares	Sole	2021-05-04
2020-12-31	$458,100	5,000	0.0%	Shares	Sole	2021-02-03
2020-09-30	$278,800	5,000	0.0%	Shares	Sole	2020-11-05
2020-06-30	$267,450	5,000	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.