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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
Q1 		$5.13K Sell
86
-4
-4% -$279 ﹤0.01% 2766
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% +$9.87K ﹤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 $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

Arax Advisory Partners's WK Position: Q1 2026 in Review

Arax Advisory Partners reduced its Workiva (WK) stake by 4.4% in Q1 2026, selling an estimated $279 and leaving 86 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Arax Advisory Partners first reported a position in WK in Q2 2021 and has held it in 20 quarters since. The position peaked at $468K in Q3 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Arax Advisory Partners held 86 shares of Workiva worth $5.13K as of Q1 2026.
  • Arax Advisory Partners sold 4 Workiva shares in Q1 2026, an estimated $279.
  • Workiva made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2766 holding.
  • Arax Advisory Partners first reported a position in Workiva in Q2 2021 and has held it in 20 quarters since.
  • Arax Advisory Partners's Workiva position peaked at $468K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.