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Bayforest Capital’s Workiva WK Stock Holding History

Bayforest Capital’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 		$149K Buy
3,070
+767
+33% +$39.5K 0.14% 271
2026
Q1 		$137K Sell
2,303
-546
-19% -$38.1K 0.15% 248
2025
Q4 		$246K Buy
+2,849
New +$252K 0.18% 219
2025
Q2 		– Sell
-519
Closed -$39.4K – 926
2025
Q1 		$39.4K Buy
+519
New +$49K 0.02% 585

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

Bayforest Capital's WK Position: Q2 2026 in Review

Bayforest Capital increased its Workiva (WK) stake by 33% in Q2 2026, buying an estimated $39.5K and bringing the position to 3,070 shares worth $149K. The position accounts for 0.14% of the portfolio, ranked #271.

Bayforest Capital first reported a position in WK in Q1 2025 and has held it in 4 quarters since. The position peaked at $246K in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Bayforest Capital held 3,070 shares of Workiva worth $149K as of Q2 2026.
  • Bayforest Capital bought 767 Workiva shares in Q2 2026, an estimated $39.5K.
  • Workiva made up 0.14% of Bayforest Capital's portfolio in Q2 2026, its #271 holding.
  • Bayforest Capital first reported a position in Workiva in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Workiva position peaked at $246K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.