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Ancora Advisors’s Workiva WK Stock Holding History

Ancora Advisors’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 		$970 Hold
20
– – ﹤0.01% 1864
2026
Q1 		$1.19K Sell
20
-9
-31% -$628 ﹤0.01% 2214
2025
Q4 		$2.5K Hold
29
– – ﹤0.01% 2094
2025
Q3 		$2.5K Hold
29
– – ﹤0.01% 1636
2025
Q2 		$1.99K Buy
+29
New +$1.99K ﹤0.01% 1648

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

Ancora Advisors's WK Position: Q2 2026 in Review

Ancora Advisors held its Workiva (WK) position steady in Q2 2026 at 20 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Ancora Advisors first reported a position in WK in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.5K in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Ancora Advisors held 20 shares of Workiva worth $970 as of Q2 2026.
  • Ancora Advisors left its Workiva share count unchanged in Q2 2026.
  • Workiva made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1864 holding.
  • Ancora Advisors first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • Ancora Advisors's Workiva position peaked at $2.5K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.