Capstone Investment Advisors
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Capstone Investment Advisors’s Workiva WK Stock Holding History

Capstone Investment 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
2026
Q1 		– Sell
-2,454
Closed -$212K – 1874
2025
Q4 		$212K Sell
2,454
-21,840
-90% -$1.93M ﹤0.01% 1483
2025
Q3 		$2.09M Buy
24,294
+17,229
+244% +$1.29M ﹤0.01% 750
2025
Q2 		$484K Buy
+7,065
New +$486K ﹤0.01% 1152
2024
Q4 		– Sell
-3,101
Closed -$245K – 2036
2024
Q3 		$245K Sell
3,101
-1,240
-29% -$93.1K ﹤0.01% 1496
2024
Q2 		$317K Buy
+4,341
New +$342K ﹤0.01% 1566
2024
Q1 		– Sell
-5,119
Closed -$520K – 2575
2023
Q4 		$520K Buy
5,119
+1,519
+42% +$146K ﹤0.01% 1323
2023
Q3 		$365K Buy
+3,600
New +$374K ﹤0.01% 1488
2019
Q4 		– Sell
-10,000
Closed -$438K – 1465
2019
Q3 		$438K Buy
+10,000
New +$527K ﹤0.01% 1119

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

Capstone Investment Advisors's WK Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Workiva (WK) in Q1 2026, closing a stake of 2,454 shares — an estimated $212K sold.

Capstone Investment Advisors first reported a position in WK in Q3 2019 and held it in 8 quarters. The position peaked at $2.09M in Q3 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,454 Workiva shares in Q1 2026, an estimated $212K.
  • Capstone Investment Advisors first reported a position in Workiva in Q3 2019 and held it in 8 quarters.
  • Capstone Investment Advisors's Workiva position peaked at $2.09M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.