Aberdeen Group
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Aberdeen Group’s Workiva WK Stock Holding History

Aberdeen Group’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 		– Sell
-218,382
Closed -$18.8M – 973
2025
Q4 		$18.8M Sell
218,382
-13,390
-6% -$1.19M 0.03% 454
2025
Q3 		$19.7M Buy
231,772
+11,651
+5% +$875K 0.03% 435
2025
Q2 		$15.1M Sell
220,121
-32,518
-13% -$2.24M 0.03% 490
2025
Q1 		$19.2M Buy
252,639
+23,659
+10% +$2.23M 0.04% 402
2024
Q4 		$25.1M Sell
228,980
-32,777
-13% -$3.02M 0.05% 324
2024
Q3 		$20.7M Sell
261,757
-19,897
-7% -$1.49M 0.04% 378
2024
Q2 		$20.6M Sell
281,654
-113,604
-29% -$8.94M 0.04% 379
2024
Q1 		$33.5M Sell
395,258
-9,530
-2% -$858K 0.07% 277
2023
Q4 		$41.1M Buy
404,788
+4,087
+1% +$394K 0.09% 232
2023
Q3 		$40.6M Sell
400,701
-84,137
-17% -$8.74M 0.1% 188
2023
Q2 		$49.3M Sell
484,838
-105,091
-18% -$10.1M 0.11% 172
2023
Q1 		$60.4M Sell
589,929
-47,831
-7% -$4.33M 0.15% 140
2022
Q4 		$53.6M Buy
637,760
+169,057
+36% +$13.1M 0.15% 151
2022
Q3 		$36.5M Buy
468,703
+26,998
+6% +$1.84M 0.11% 211
2022
Q2 		$29.5M Buy
441,705
+42,995
+11% +$3.58M 0.09% 233
2022
Q1 		$47.2M Sell
398,710
-5,789
-1% -$640K 0.12% 180
2021
Q4 		$52.8M Sell
404,499
-112,380
-22% -$15.8M 0.12% 179
2021
Q3 		$71.9M Sell
516,879
-59,547
-10% -$8.07M 0.16% 131
2021
Q2 		$64.2M Buy
576,426
+60,116
+12% +$5.84M 0.14% 145
2021
Q1 		$45.6M Buy
516,310
+126,387
+32% +$12.5M 0.1% 192
2020
Q4 		$35.7M Buy
+389,923
New +$27.4M 0.09% 208

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

Aberdeen Group's WK Position: Q1 2026 in Review

Aberdeen Group sold out of Workiva (WK) in Q1 2026, closing a stake of 218,382 shares — an estimated $18.8M sold.

Aberdeen Group first reported a position in WK in Q4 2020 and held it in 21 quarters. The position peaked at $71.9M in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Aberdeen Group reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Aberdeen Group sold 218,382 Workiva shares in Q1 2026, an estimated $18.8M.
  • Aberdeen Group first reported a position in Workiva in Q4 2020 and held it in 21 quarters.
  • Aberdeen Group's Workiva position peaked at $71.9M in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Aberdeen Group's 13F filing for Q1 2026, filed 29 Apr 2026.