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
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 $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

Cerity Partners's WK Position: Q1 2026 in Review

Cerity Partners reduced its Workiva (WK) stake by 76% in Q1 2026, selling an estimated $1.35M and leaving 6,213 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Cerity Partners first reported a position in WK in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Cerity Partners held 6,213 shares of Workiva worth $370K as of Q1 2026.
  • Cerity Partners sold 19,345 Workiva shares in Q1 2026, an estimated $1.35M.
  • Workiva made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2467 holding.
  • Cerity Partners first reported a position in Workiva in Q1 2024 and has held it in 8 quarters since.
  • Cerity Partners's Workiva position peaked at $2.2M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.