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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
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 $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

Caitong International Asset Management's WK Position: Q1 2026 in Review

Caitong International Asset Management reduced its Workiva (WK) stake by 14% in Q1 2026, selling an estimated $8.86K and leaving 800 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #802.

Caitong International Asset Management first reported a position in WK in Q1 2025 and has held it in 4 quarters since. The position peaked at $205K in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Caitong International Asset Management held 800 shares of Workiva worth $47.7K as of Q1 2026.
  • Caitong International Asset Management sold 127 Workiva shares in Q1 2026, an estimated $8.86K.
  • Workiva made up 0.01% of Caitong International Asset Management's portfolio in Q1 2026, its #802 holding.
  • Caitong International Asset Management first reported a position in Workiva in Q1 2025 and has held it in 4 quarters since.
  • Caitong International Asset Management's Workiva position peaked at $205K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.