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Atria Investments’s Workiva WK Stock Holding History

Atria Investments’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 		$244K Sell
4,100
-320
-7% -$22.3K ﹤0.01% 1876
2025
Q4 		$381K Sell
4,420
-343
-7% -$30.4K ﹤0.01% 1603
2025
Q3 		$410K Buy
4,763
+134
+3% +$10.1K ﹤0.01% 1537
2025
Q2 		$317K Buy
4,629
+293
+7% +$20.2K ﹤0.01% 1687
2025
Q1 		$329K Buy
4,336
+212
+5% +$20K ﹤0.01% 1572
2024
Q4 		$452K Sell
4,124
-443
-10% -$40.8K 0.01% 1370
2024
Q3 		$361K Sell
4,567
-431
-9% -$32.4K ﹤0.01% 1511
2024
Q2 		$365K Buy
+4,998
New +$393K ﹤0.01% 1473

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

Atria Investments's WK Position: Q1 2026 in Review

Atria Investments reduced its Workiva (WK) stake by 7.2% in Q1 2026, selling an estimated $22.3K and leaving 4,100 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Atria Investments first reported a position in WK in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Atria Investments held 4,100 shares of Workiva worth $244K as of Q1 2026.
  • Atria Investments sold 320 Workiva shares in Q1 2026, an estimated $22.3K.
  • Workiva made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1876 holding.
  • Atria Investments first reported a position in Workiva in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Workiva position peaked at $452K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.