Citadel Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.3M | Buy |
692,255
+296,026
| +75% | +$20.6M | 0.01% | 1543 |
|
|
2025
Q4 | $34.2M | Buy |
396,229
+369,874
| +1,403% | +$32.7M | 0.01% | 1773 |
|
|
2025
Q3 | $2.27M | Sell |
26,355
-21,851
| -45% | -$1.64M | ﹤0.01% | 5826 |
|
|
2025
Q2 | $3.3M | Sell |
48,206
-110,774
| -70% | -$7.62M | ﹤0.01% | 4823 |
|
|
2025
Q1 | $12.1M | Buy |
158,980
+109,131
| +219% | +$10.3M | ﹤0.01% | 2611 |
|
|
2024
Q4 | $5.46M | Buy |
49,849
+37,217
| +295% | +$3.43M | ﹤0.01% | 3815 |
|
|
2024
Q3 | $999K | Sell |
12,632
-105,556
| -89% | -$7.92M | ﹤0.01% | 6868 |
|
|
2024
Q2 | $8.63M | Buy |
118,188
+113,145
| +2,244% | +$8.9M | ﹤0.01% | 2966 |
|
|
2024
Q1 | $428K | Sell |
5,043
-35,959
| -88% | -$3.24M | ﹤0.01% | 8726 |
|
|
2023
Q4 | $4.16M | Sell |
41,002
-45,431
| -53% | -$4.38M | ﹤0.01% | 4069 |
|
|
2023
Q3 | $8.76M | Buy |
+86,433
| New | +$8.98M | ﹤0.01% | 2856 |
|
|
2023
Q2 | – | Sell |
-137,248
| Closed | -$13.2M | – | 15325 |
|
|
2023
Q1 | $14.1M | Buy |
137,248
+39,620
| +41% | +$3.59M | ﹤0.01% | 2353 |
|
|
2022
Q4 | $8.2M | Buy |
97,628
+57,349
| +142% | +$4.44M | ﹤0.01% | 3098 |
|
|
2022
Q3 | $3.13M | Buy |
40,279
+23,968
| +147% | +$1.64M | ﹤0.01% | 4732 |
|
|
2022
Q2 | $1.08M | Buy |
+16,311
| New | +$1.36M | ﹤0.01% | 6849 |
|
|
2022
Q1 | – | Sell |
-96,022
| Closed | -$10.6M | – | 14695 |
|
|
2021
Q4 | $12.5M | Buy |
96,022
+15,884
| +20% | +$2.24M | ﹤0.01% | 2691 |
|
|
2021
Q3 | $11.3M | Buy |
80,138
+43,224
| +117% | +$5.86M | ﹤0.01% | 2860 |
|
|
2021
Q2 | $4.11M | Sell |
36,914
-39,917
| -52% | -$3.88M | ﹤0.01% | 4870 |
|
|
2021
Q1 | $6.78M | Buy |
76,831
+8,571
| +13% | +$848K | ﹤0.01% | 3652 |
|
|
2020
Q4 | $6.25M | Sell |
68,260
-11,255
| -14% | -$790K | ﹤0.01% | 3306 |
|
|
2020
Q3 | $4.43M | Buy |
79,515
+13,399
| +20% | +$746K | ﹤0.01% | 3328 |
|
|
2020
Q2 | $3.54M | Sell |
66,116
-18,615
| -22% | -$763K | ﹤0.01% | 3588 |
|
|
2020
Q1 | $2.74M | Buy |
84,731
+12,469
| +17% | +$518K | ﹤0.01% | 3622 |
|
|
2019
Q4 | $3.04M | Sell |
72,262
-17,363
| -19% | -$731K | ﹤0.01% | 3773 |
|
|
2019
Q3 | $3.93M | Sell |
89,625
-18,784
| -17% | -$990K | ﹤0.01% | 3450 |
|
|
2019
Q2 | $6.3M | Sell |
108,409
-423,888
| -80% | -$22.7M | ﹤0.01% | 2764 |
|
|
2019
Q1 | $27M | Sell |
532,297
-49,194
| -8% | -$2.16M | 0.01% | 1091 |
|
|
2018
Q4 | $20.9M | Buy |
581,491
+128,563
| +28% | +$4.52M | 0.01% | 1204 |
|
|
2018
Q3 | $17.9M | Buy |
452,928
+298,452
| +193% | +$9.28M | 0.01% | 1493 |
|
|
2018
Q2 | $3.77M | Buy |
154,476
+80,869
| +110% | +$2.03M | ﹤0.01% | 3155 |
|
|
2018
Q1 | $1.74M | Buy |
73,607
+24,274
| +49% | +$558K | ﹤0.01% | 3948 |
|
|
2017
Q4 | $1.06M | Buy |
49,333
+23,304
| +90% | +$513K | ﹤0.01% | 4580 |
|
|
2017
Q3 | $543K | Sell |
26,029
-23,864
| -48% | -$473K | ﹤0.01% | 5206 |
|
|
2017
Q2 | $950K | Buy |
49,893
+31,534
| +172% | +$558K | ﹤0.01% | 4148 |
|
|
2017
Q1 | $287K | Sell |
18,359
-10,217
| -36% | -$144K | ﹤0.01% | 5944 |
|
|
2016
Q4 | $390K | Buy |
+28,576
| New | +$438K | ﹤0.01% | 5292 |
|
|
2016
Q1 | – | Sell |
-328,865
| Closed | -$5.78M | – | 8081 |
|
|
2015
Q4 | $5.78M | Sell |
328,865
-167,113
| -34% | -$2.89M | 0.01% | 1679 |
|
|
2015
Q3 | $7.53M | Sell |
495,978
-173,967
| -26% | -$2.51M | 0.01% | 1559 |
|
|
2015
Q2 | $9.27M | Sell |
669,945
-535,370
| -44% | -$7.5M | 0.01% | 1531 |
|
|
2015
Q1 | $17.4M | Sell |
1,205,315
-66,567
| -5% | -$924K | 0.02% | 1060 |
|
|
2014
Q4 | $17M | Buy |
+1,271,882
| New | +$17.4M | 0.02% | 1051 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH
Citadel Advisors's WK Position: Q1 2026 in Review
Citadel Advisors increased its Workiva (WK) stake by 75% in Q1 2026, buying an estimated $20.6M and bringing the position to 692,255 shares worth $41.3M. The position accounts for 0.01% of the portfolio, ranked #1543.
Citadel Advisors first reported a position in WK in Q4 2014 and has held it in 41 quarters since. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.
- Citadel Advisors held 692,255 shares of Workiva worth $41.3M as of Q1 2026.
- Citadel Advisors bought 296,026 Workiva shares in Q1 2026, an estimated $20.6M.
- Workiva made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1543 holding.
- Citadel Advisors first reported a position in Workiva in Q4 2014 and has held it in 41 quarters since.
- 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.