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Caitong International Asset Management’s Workiva WK Stock Holding History

Caitong International 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
Q2 		– Sell
-800
Closed -$47.7K – 3487
2026
Q1 		$47.7K Sell
800
-127
-14% -$8.86K 0.01% 802
2025
Q4 		$80K Buy
+927
New +$82.1K 0.02% 528
2025
Q3 		– Sell
-21
Closed -$1.44K – 2583
2025
Q2 		$1.44K Sell
21
-2,683
-99% -$185K ﹤0.01% 1486
2025
Q1 		$205K Buy
+2,704
New +$255K 0.15% 117

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
Jericho Capital Asset Management
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 $3.38T AUM 44.17% 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
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Caitong International Asset Management's WK Position: Q2 2026 in Review

Caitong International Asset Management sold out of Workiva (WK) in Q2 2026, closing a stake of 800 shares — an estimated $47.7K sold.

Caitong International Asset Management first reported a position in WK in Q1 2025 and held it in 4 quarters. The position peaked at $205K in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Caitong International Asset Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 800 Workiva shares in Q2 2026, an estimated $47.7K.
  • Caitong International Asset Management first reported a position in Workiva in Q1 2025 and held it in 4 quarters.
  • Caitong International Asset Management's Workiva position peaked at $205K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.