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Aquatic Capital Management’s Workiva WK Stock Holding History

Aquatic Capital 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
2026
Q2 		– Sell
-9,479
Closed -$565K – 1791
2026
Q1 		$565K Sell
9,479
-26,377
-74% -$1.84M 0.02% 719
2025
Q4 		$3.09M Sell
35,856
-6,181
-15% -$547K 0.09% 284
2025
Q3 		$3.62M Sell
42,037
-7,938
-16% -$596K 0.07% 347
2025
Q2 		$3.42M Sell
49,975
-12,428
-20% -$855K 0.07% 334
2025
Q1 		$4.74M Buy
62,403
+54,079
+650% +$5.11M 0.12% 223
2024
Q4 		$911K Sell
8,324
-3,519
-30% -$324K 0.02% 575
2024
Q3 		$937K Buy
11,843
+9,243
+356% +$694K 0.02% 514
2024
Q2 		$190K Buy
+2,600
New +$205K 0.01% 766
2024
Q1 		– Sell
-24,200
Closed -$2.46M – 1697
2023
Q4 		$2.46M Buy
24,200
+20,800
+612% +$2.01M 0.06% 284
2023
Q3 		$345K Sell
3,400
-3,700
-52% -$385K 0.01% 560
2023
Q2 		$722K Buy
7,100
+4,200
+145% +$404K 0.04% 374
2023
Q1 		$297K Buy
+2,900
New +$263K 0.02% 510

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's WK Position: Q2 2026 in Review

Aquatic Capital Management sold out of Workiva (WK) in Q2 2026, closing a stake of 9,479 shares — an estimated $565K sold.

Aquatic Capital Management first reported a position in WK in Q1 2023 and held it in 12 quarters. The position peaked at $4.74M in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Aquatic Capital Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 9,479 Workiva shares in Q2 2026, an estimated $565K.
  • Aquatic Capital Management first reported a position in Workiva in Q1 2023 and held it in 12 quarters.
  • Aquatic Capital Management's Workiva position peaked at $4.74M in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.