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Algert Global’s Workiva WK Stock Holding History

Algert Global’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 		$4.91M Buy
101,150
+63,350
+168% +$3.26M 0.06% 535
2026
Q1 		$2.25M Buy
37,800
+21,570
+133% +$1.5M 0.03% 685
2025
Q4 		$1.4M Sell
16,230
-213,329
-93% -$18.9M 0.02% 783
2025
Q3 		$19.8M Buy
229,559
+170,439
+288% +$12.8M 0.33% 50
2025
Q2 		$4.05M Buy
+59,120
New +$4.07M 0.08% 399
2024
Q3 		– Sell
-4,870
Closed -$355K – 1614
2024
Q2 		$355K Buy
+4,870
New +$383K 0.01% 1047
2022
Q2 		– Sell
-13,486
Closed -$1.59M – 1406
2022
Q1 		$1.59M Buy
13,486
+7,807
+137% +$863K 0.1% 317
2021
Q4 		$741K Sell
5,679
-350
-6% -$49.4K 0.09% 380
2021
Q3 		$850K Buy
+6,029
New +$817K 0.11% 313
2019
Q1 		– Sell
-31,620
Closed -$1.14M – 401
2018
Q4 		$1.14M Sell
31,620
-13,652
-30% -$480K 0.32% 112
2018
Q3 		$1.79M Buy
+45,272
New +$1.41M 0.39% 95

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Algert Global's WK Position: Q2 2026 in Review

Algert Global increased its Workiva (WK) stake by 168% in Q2 2026, buying an estimated $3.26M and bringing the position to 101,150 shares worth $4.91M. The position accounts for 0.06% of the portfolio, ranked #535.

Algert Global first reported a position in WK in Q3 2018 and has held it in 11 quarters since. The position peaked at $19.8M in Q3 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Algert Global held 101,150 shares of Workiva worth $4.91M as of Q2 2026.
  • Algert Global bought 63,350 Workiva shares in Q2 2026, an estimated $3.26M.
  • Workiva made up 0.06% of Algert Global's portfolio in Q2 2026, its #535 holding.
  • Algert Global first reported a position in Workiva in Q3 2018 and has held it in 11 quarters since.
  • Algert Global's Workiva position peaked at $19.8M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.