Arax Advisory Partners
WK icon

Arax Advisory Partners’s Workiva WK Stock Holding History

Arax Advisory Partners’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
Q3 		$454K Buy
6,816
+1,570
+30% +$103K ﹤0.01% 1799
2026
Q2 		$254K Buy
5,246
+5,160
+6,000% +$266K ﹤0.01% 2079
2026
Q1 		$5.13K Sell
86
-4
-4% -$279 ﹤0.01% 2767
2025
Q4 		$7.76K Sell
90
-5,349
-98% -$474K ﹤0.01% 2613
2025
Q3 		$468K Buy
5,439
+5,407
+16,897% +$406K 0.01% 932
2025
Q2 		$2.19K Buy
32
+12
+60% +$825 ﹤0.01% 2544
2025
Q1 		$1.52K Hold
20
– – ﹤0.01% 2169
2024
Q4 		$2.19K Hold
20
– – ﹤0.01% 1992
2024
Q3 		$1.58K Sell
20
-700
-97% -$52.6K ﹤0.01% 2128
2024
Q2 		$52.6K Sell
720
-3,335
-82% -$262K 0.01% 638
2024
Q1 		$344K Buy
4,055
+1,911
+89% +$172K 0.04% 229
2023
Q4 		$218K Buy
2,144
+27
+1% +$2.6K 0.02% 277
2023
Q3 		$215K Buy
2,117
+1,531
+261% +$159K 0.03% 248
2023
Q2 		$59.6K Sell
586
-15
-2% -$1.44K 0.01% 439
2023
Q1 		$61.5K Hold
601
– – 0.01% 425
2022
Q4 		$50.5K Buy
601
+14
+2% +$1.08K 0.01% 446
2022
Q3 		$46K Sell
587
-16
-3% -$1.09K 0.01% 444
2022
Q2 		$40K Buy
603
+47
+8% +$3.91K 0.01% 459
2022
Q1 		$66K Buy
556
+315
+131% +$34.8K 0.01% 412
2021
Q4 		$31K Buy
241
+70
+41% +$9.9K ﹤0.01% 525
2021
Q3 		$24K Hold
171
– – ﹤0.01% 546
2021
Q2 		$19K Buy
+171
New +$16.6K ﹤0.01% 588

Other funds holding WK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Arax Advisory Partners's WK Position: Q3 2026 in Review

Arax Advisory Partners increased its Workiva (WK) stake by 30% in Q3 2026, buying an estimated $103K and bringing the position to 6,816 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Arax Advisory Partners first reported a position in WK in Q2 2021 and has held it in 22 quarters since. The position peaked at $468K in Q3 2025. 256 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Arax Advisory Partners held 6,816 shares of Workiva worth $454K as of Q3 2026.
  • Arax Advisory Partners bought 1,570 Workiva shares in Q3 2026, an estimated $103K.
  • Workiva made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #1799 holding.
  • Arax Advisory Partners first reported a position in Workiva in Q2 2021 and has held it in 22 quarters since.
  • Arax Advisory Partners's Workiva position peaked at $468K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.