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Aequim Alternative Investments’s Workiva WK Stock Holding History

Aequim Alternative Investments’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
2025
Q4 		– Sell
-22,200
Closed -$1.91M – 109
2025
Q3 		$1.91M Buy
+22,200
New +$1.67M 0.04% 85

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Aequim Alternative Investments's WK Position: Q1 2026 in Review

Aequim Alternative Investments held its Workiva (WK) position steady in Q1 2026 at 44,815 shares worth $2.67M. The position accounts for 0.05% of the portfolio, ranked #84.

Aequim Alternative Investments first reported a position in WK in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.87M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Aequim Alternative Investments held 44,815 shares of Workiva worth $2.67M as of Q1 2026.
  • Aequim Alternative Investments left its Workiva share count unchanged in Q1 2026.
  • Workiva made up 0.05% of Aequim Alternative Investments's portfolio in Q1 2026, its #84 holding.
  • Aequim Alternative Investments first reported a position in Workiva in Q4 2024 and has held it in 5 quarters since.
  • Aequim Alternative Investments's Workiva position peaked at $3.87M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Aequim Alternative Investments's 13F filing for Q1 2026, filed 15 May 2026.