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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
Q2 		– Sell
-4,100
Closed -$244K – 2269
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 $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 $3.37T AUM 44.26% 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

Atria Investments's WK Position: Q2 2026 in Review

Atria Investments sold out of Workiva (WK) in Q2 2026, closing a stake of 4,100 shares — an estimated $244K sold.

Atria Investments first reported a position in WK in Q2 2024 and held it in 8 quarters. The position peaked at $452K in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Atria Investments reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 4,100 Workiva shares in Q2 2026, an estimated $244K.
  • Atria Investments first reported a position in Workiva in Q2 2024 and held it in 8 quarters.
  • Atria Investments's Workiva position peaked at $452K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.