13D Management’s Workiva WK Stock Holding History

13D Management’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.1M	Hold	52,000	–	–	4.81%	13
2025 Q4	$4.49M	Buy	+52,000	New	+$4.6M	5.34%	10

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

13D Management's WK Position: Q1 2026 in Review

13D Management held its Workiva (WK) position steady in Q1 2026 at 52,000 shares worth $3.1M. The position accounts for 4.81% of the portfolio, ranked #13.

13D Management first reported a position in WK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.49M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

13D Management held 52,000 shares of Workiva worth $3.1M as of Q1 2026.
13D Management left its Workiva share count unchanged in Q1 2026.
Workiva made up 4.81% of 13D Management's portfolio in Q1 2026, its #13 holding.
13D Management first reported a position in Workiva in Q4 2025 and has held it in 2 quarters since.
13D Management's Workiva position peaked at $4.49M in Q4 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on 13D Management's 13F filing for Q1 2026, filed 15 May 2026.