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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
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 $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

Ancora Advisors's WK Position: Q1 2026 in Review

Ancora Advisors reduced its Workiva (WK) stake by 31% in Q1 2026, selling an estimated $628 and leaving 20 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Ancora Advisors first reported a position in WK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.5K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Ancora Advisors held 20 shares of Workiva worth $1.19K as of Q1 2026.
  • Ancora Advisors sold 9 Workiva shares in Q1 2026, an estimated $628.
  • Workiva made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #2214 holding.
  • Ancora Advisors first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • Ancora Advisors's Workiva position peaked at $2.5K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.