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 Q2	$470K	Buy	+9,692	New	+$499K	﹤0.01%	1267
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Capstone Investment Advisors's WK Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Workiva (WK) in Q2 2026: 9,692 shares worth $470K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WK as recently as Q4 2025.

Capstone Investment Advisors first reported a position in WK in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Capstone Investment Advisors held 9,692 shares of Workiva worth $470K as of Q2 2026.
Workiva was a new Capstone Investment Advisors position in Q2 2026.
Workiva made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1267 holding.
Capstone Investment Advisors first reported a position in Workiva in Q3 2019 and has held it in 9 quarters since.
Capstone Investment Advisors's Workiva position peaked at $2.09M in Q3 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.