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Callan Family Office’s Workiva WK Stock Holding History

Callan Family Office’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 		$222K Buy
3,717
+201
+6% +$14K 0.01% 1034
2025
Q4 		$303K Buy
+3,516
New +$311K 0.01% 927

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

Callan Family Office's WK Position: Q1 2026 in Review

Callan Family Office increased its Workiva (WK) stake by 5.7% in Q1 2026, buying an estimated $14K and bringing the position to 3,717 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1034.

Callan Family Office first reported a position in WK in Q4 2025 and has held it in 2 quarters since. The position peaked at $303K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Callan Family Office held 3,717 shares of Workiva worth $222K as of Q1 2026.
  • Callan Family Office bought 201 Workiva shares in Q1 2026, an estimated $14K.
  • Workiva made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #1034 holding.
  • Callan Family Office first reported a position in Workiva in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Workiva position peaked at $303K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.