CI Investments Inc
WK icon

CI Investments Inc’s Workiva WK Stock Holding History

CI Investments Inc’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
-36,514
Closed -$3.15M – 675
2025
Q4 		$3.15M Buy
36,514
+8,200
+29% +$726K 0.01% 341
2025
Q3 		$2.44M Buy
28,314
+1,900
+7% +$143K 0.01% 350
2025
Q2 		$1.81M Sell
26,414
-5,200
-16% -$358K 0.01% 369
2025
Q1 		$2.4M Sell
31,614
-634
-2% -$59.9K 0.01% 355
2024
Q4 		$3.53M Buy
32,248
+1,289
+4% +$119K 0.01% 328
2024
Q3 		$2.45M Sell
30,959
-141
-0.5% -$10.6K 0.01% 344
2024
Q2 		$2.27M Buy
+31,100
New +$2.45M 0.01% 330

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CI Investments Inc's WK Position: Q1 2026 in Review

CI Investments Inc sold out of Workiva (WK) in Q1 2026, closing a stake of 36,514 shares — an estimated $3.15M sold.

CI Investments Inc first reported a position in WK in Q2 2024 and held it in 7 quarters. The position peaked at $3.53M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • CI Investments Inc reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 36,514 Workiva shares in Q1 2026, an estimated $3.15M.
  • CI Investments Inc first reported a position in Workiva in Q2 2024 and held it in 7 quarters.
  • CI Investments Inc's Workiva position peaked at $3.53M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.