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 Q2	–	Sell	-52,000	Closed	-$3.1M	–	14
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

13D Management's WK Position: Q2 2026 in Review

13D Management sold out of Workiva (WK) in Q2 2026, closing a stake of 52,000 shares — an estimated $3.1M sold.

13D Management first reported a position in WK in Q4 2025 and held it in 2 quarters. The position peaked at $4.49M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

13D Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
13D Management sold 52,000 Workiva shares in Q2 2026, an estimated $3.1M.
13D Management first reported a position in Workiva in Q4 2025 and held it in 2 quarters.
13D Management's Workiva position peaked at $4.49M in Q4 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on 13D Management's 13F filing for Q2 2026, filed 14 Aug 2026.