Balyasny Asset Management
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Balyasny Asset Management’s Workiva WK Stock Holding History

Balyasny Asset 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
Q1 		$1.25M Buy
20,939
+1,895
+10% +$132K ﹤0.01% 1987
2025
Q4 		$1.64M Buy
+19,044
New +$1.69M ﹤0.01% 1962
2025
Q2 		– Sell
-277,164
Closed -$21M – 3419
2025
Q1 		$21M Buy
277,164
+88,746
+47% +$8.38M 0.03% 576
2024
Q4 		$20.6M Buy
188,418
+18,610
+11% +$1.72M 0.03% 652
2024
Q3 		$13.4M Buy
169,808
+92,045
+118% +$6.91M 0.02% 805
2024
Q2 		$5.68M Sell
77,763
-19,796
-20% -$1.56M 0.01% 1115
2024
Q1 		$8.27M Buy
97,559
+72,433
+288% +$6.52M 0.01% 1012
2023
Q4 		$2.55M Buy
25,126
+9,040
+56% +$872K ﹤0.01% 1379
2023
Q3 		$1.63M Sell
16,086
-19,644
-55% -$2.04M ﹤0.01% 1430
2023
Q2 		$3.63M Buy
35,730
+7,589
+27% +$730K 0.01% 1172
2023
Q1 		$2.88M Sell
28,141
-4,435
-14% -$402K 0.01% 1314
2022
Q4 		$2.74M Buy
32,576
+28,237
+651% +$2.19M 0.01% 1271
2022
Q3 		$338K Buy
+4,339
New +$296K ﹤0.01% 2155
2022
Q1 		– Sell
-9,480
Closed -$1.24M – 2893
2021
Q4 		$1.24M Buy
+9,480
New +$1.34M ﹤0.01% 1383
2021
Q2 		– Sell
-50,173
Closed -$4.43M – 2400
2021
Q1 		$4.43M Buy
+50,173
New +$4.97M 0.02% 744
2020
Q4 		– Sell
-134,401
Closed -$7.49M – 1749
2020
Q3 		$7.49M Buy
+134,401
New +$7.48M 0.05% 474
2019
Q4 		– Sell
-66,046
Closed -$2.9M – 1528
2019
Q3 		$2.9M Buy
66,046
+61,438
+1,333% +$3.24M 0.02% 651
2019
Q2 		$268K Sell
4,608
-10,910
-70% -$585K ﹤0.01% 1352
2019
Q1 		$787K Buy
+15,518
New +$682K 0.01% 1082
2018
Q3 		– Sell
-10,038
Closed -$245K – 2080
2018
Q2 		$245K Buy
+10,038
New +$253K ﹤0.01% 1579
2018
Q1 		– Sell
-35,970
Closed -$770K – 2350
2017
Q4 		$770K Buy
35,970
+15,819
+79% +$348K ﹤0.01% 1411
2017
Q3 		$420K Buy
+20,151
New +$399K ﹤0.01% 1411

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

Balyasny Asset Management's WK Position: Q1 2026 in Review

Balyasny Asset Management increased its Workiva (WK) stake by 10% in Q1 2026, buying an estimated $132K and bringing the position to 20,939 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Balyasny Asset Management first reported a position in WK in Q3 2017 and has held it in 22 quarters since. The position peaked at $21M in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Balyasny Asset Management held 20,939 shares of Workiva worth $1.25M as of Q1 2026.
  • Balyasny Asset Management bought 1,895 Workiva shares in Q1 2026, an estimated $132K.
  • Workiva made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1987 holding.
  • Balyasny Asset Management first reported a position in Workiva in Q3 2017 and has held it in 22 quarters since.
  • Balyasny Asset Management's Workiva position peaked at $21M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.