Cerity Partners
WK icon

Cerity Partners’s Workiva WK Stock Holding History

Cerity Partners’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 		$1.23M Buy
25,287
+19,074
+307% +$982K ﹤0.01% 1878
2026
Q1 		$370K Sell
6,213
-19,345
-76% -$1.35M ﹤0.01% 2467
2025
Q4 		$2.2M Buy
25,558
+19,263
+306% +$1.71M ﹤0.01% 1333
2025
Q3 		$542K Buy
6,295
+2,998
+91% +$225K ﹤0.01% 1921
2025
Q2 		$226K Buy
3,297
+656
+25% +$45.1K ﹤0.01% 2289
2025
Q1 		$200K Sell
2,641
-311
-11% -$29.4K ﹤0.01% 2216
2024
Q4 		$243K Sell
2,952
-772
-21% -$71.2K ﹤0.01% 2138
2024
Q3 		$295K Buy
+3,724
New +$280K ﹤0.01% 2078
2024
Q2 		– Sell
-4,341
Closed -$368K – 2422
2024
Q1 		$368K Buy
+4,341
New +$391K ﹤0.01% 1752

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Cerity Partners's WK Position: Q2 2026 in Review

Cerity Partners increased its Workiva (WK) stake by 307% in Q2 2026, buying an estimated $982K and bringing the position to 25,287 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Cerity Partners first reported a position in WK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Cerity Partners held 25,287 shares of Workiva worth $1.23M as of Q2 2026.
  • Cerity Partners bought 19,074 Workiva shares in Q2 2026, an estimated $982K.
  • Workiva made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1878 holding.
  • Cerity Partners first reported a position in Workiva in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Workiva position peaked at $2.2M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.