AGF Management’s Workiva WK Stock Holding History

AGF 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
2025 Q4	–	Sell	-41,205	Closed	-$3.55M	–	697
2025 Q3	$3.55M	Buy	+41,205	New	+$3.1M	0.02%	333

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AGF Management's WK Position: Q4 2025 in Review

AGF Management sold out of Workiva (WK) in Q4 2025, closing a stake of 41,205 shares — an estimated $3.55M sold.

AGF Management first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $3.55M in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

AGF Management reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
AGF Management sold 41,205 Workiva shares in Q4 2025, an estimated $3.55M.
AGF Management first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
AGF Management's Workiva position peaked at $3.55M in Q3 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.