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CIBC World Markets’s Workiva WK Stock Holding History

CIBC World Markets’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
2025
Q4 		$287K Buy
+3,327
New +$295K ﹤0.01% 971
2025
Q2 		$424K Sell
6,196
-5,145
-45% -$354K ﹤0.01% 938
2025
Q1 		$861K Buy
11,341
+6,615
+140% +$625K 0.01% 747
2024
Q4 		$517K Buy
+4,726
New +$436K ﹤0.01% 728

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

CIBC World Markets's WK Position: Q4 2025 in Review

CIBC World Markets opened a new position in Workiva (WK) in Q4 2025: 3,327 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WK as recently as Q2 2025.

CIBC World Markets first reported a position in WK in Q4 2024 and has held it in 4 quarters since. The position peaked at $861K in Q1 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • CIBC World Markets held 3,327 shares of Workiva worth $287K as of Q4 2025.
  • Workiva was a new CIBC World Markets position in Q4 2025.
  • Workiva made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #971 holding.
  • CIBC World Markets first reported a position in Workiva in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Workiva position peaked at $861K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.