Calamos Advisors
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Calamos Advisors’s Workiva WK Stock Holding History

Calamos Advisors’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
2025
Q2 		– Sell
-10,664
Closed -$810K – 992
2025
Q1 		$810K Sell
10,664
-15,762
-60% -$1.49M ﹤0.01% 674
2024
Q4 		$2.89M Buy
+26,426
New +$2.44M 0.01% 571
2023
Q4 		– Sell
-10,837
Closed -$1.1M – 977
2023
Q3 		$1.1M Sell
10,837
-5,100
-32% -$530K 0.01% 664
2023
Q2 		$1.62M Sell
15,937
-5,513
-26% -$530K 0.01% 669
2023
Q1 		$2.2M Buy
21,450
+17,695
+471% +$1.6M 0.01% 733
2022
Q4 		$315K Buy
+3,755
New +$291K ﹤0.01% 928
2020
Q1 		– Sell
-38,345
Closed -$1.61M – 810
2019
Q4 		$1.61M Sell
38,345
-51,155
-57% -$2.16M 0.01% 632
2019
Q3 		$3.92M Sell
89,500
-34,740
-28% -$1.83M 0.02% 555
2019
Q2 		$7.22M Buy
+124,240
New +$6.66M 0.04% 424
2016
Q3 		– Sell
-24,900
Closed -$340K – 636
2016
Q2 		$340K Sell
24,900
-10,400
-29% -$132K ﹤0.01% 569
2016
Q1 		$411K Buy
35,300
+4,500
+15% +$59.3K ﹤0.01% 561
2015
Q4 		$541K Sell
30,800
-5,700
-16% -$98.5K ﹤0.01% 572
2015
Q3 		$554K Buy
36,500
+1,900
+5% +$27.5K ﹤0.01% 586
2015
Q2 		$479K Buy
+34,600
New +$485K ﹤0.01% 592

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Calamos Advisors's WK Position: Q2 2025 in Review

Calamos Advisors sold out of Workiva (WK) in Q2 2025, closing a stake of 10,664 shares — an estimated $810K sold.

Calamos Advisors first reported a position in WK in Q2 2015 and held it in 14 quarters. The position peaked at $7.22M in Q2 2019. 312 funds tracked by Wall St. Rank hold WK as of Q2 2025.

  • Calamos Advisors reported no remaining Workiva position as of Q2 2025 after selling out during the quarter.
  • Calamos Advisors sold 10,664 Workiva shares in Q2 2025, an estimated $810K.
  • Calamos Advisors first reported a position in Workiva in Q2 2015 and held it in 14 quarters.
  • Calamos Advisors's Workiva position peaked at $7.22M in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Workiva as of Q2 2025.

Based on Calamos Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.