Bessemer Group
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Bessemer Group’s Workiva WK Stock Holding History

Bessemer Group’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
-305
Closed -$18K – 2655
2026
Q1 		$18K Sell
305
-60
-16% -$4.18K ﹤0.01% 1966
2025
Q4 		$31K Hold
365
– – ﹤0.01% 1768
2025
Q3 		$31K Sell
365
-202
-36% -$15.2K ﹤0.01% 1567
2025
Q2 		$39K Hold
567
– – ﹤0.01% 1386
2025
Q1 		$43K Buy
567
+296
+109% +$28K ﹤0.01% 1339
2024
Q4 		$30K Sell
271
-902
-77% -$83.1K ﹤0.01% 1388
2024
Q3 		$94K Sell
1,173
-240,262
-100% -$18M ﹤0.01% 1294
2024
Q2 		$17.6M Buy
241,435
+31,743
+15% +$2.5M 0.03% 260
2024
Q1 		$17.8M Buy
209,692
+19,045
+10% +$1.72M 0.03% 245
2023
Q4 		$19.4M Buy
190,647
+70,587
+59% +$6.81M 0.04% 225
2023
Q3 		$12.2M Buy
120,060
+36,792
+44% +$3.82M 0.03% 248
2023
Q2 		$8.46M Buy
83,268
+9,296
+13% +$894K 0.02% 283
2023
Q1 		$7.58M Buy
73,972
+3,269
+5% +$296K 0.02% 282
2022
Q4 		$5.94M Buy
70,703
+5,228
+8% +$405K 0.01% 310
2022
Q3 		$5.09M Buy
65,475
+20,289
+45% +$1.39M 0.01% 320
2022
Q2 		$2.98M Buy
+45,186
New +$3.76M 0.01% 377
2021
Q3 		– Sell
-110
Closed -$12K – 1772
2021
Q2 		$12K Buy
+110
New +$10.7K ﹤0.01% 1324
2018
Q3 		– Sell
-7,700
Closed -$188K – 1899
2018
Q2 		$188K Sell
7,700
-1,600
-17% -$40.3K ﹤0.01% 991
2018
Q1 		$220K Buy
+9,300
New +$214K ﹤0.01% 993

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

Bessemer Group's WK Position: Q2 2026 in Review

Bessemer Group sold out of Workiva (WK) in Q2 2026, closing a stake of 305 shares — an estimated $18K sold.

Bessemer Group first reported a position in WK in Q1 2018 and held it in 19 quarters. The position peaked at $19.4M in Q4 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Bessemer Group reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 305 Workiva shares in Q2 2026, an estimated $18K.
  • Bessemer Group first reported a position in Workiva in Q1 2018 and held it in 19 quarters.
  • Bessemer Group's Workiva position peaked at $19.4M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.