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 | $596K | Buy |
10,000
+1,900
| +23% | +$133K | ﹤0.01% | 8863 |
|
|
2025
Q4 | $699K | Sell |
8,100
-24,100
| -75% | -$2.13M | ﹤0.01% | 8215 |
|
|
2025
Q3 | $2.77M | Buy |
32,200
+24,300
| +308% | +$1.83M | ﹤0.01% | 5445 |
|
|
2025
Q2 | $541K | Buy |
7,900
+1,900
| +32% | +$131K | ﹤0.01% | 8442 |
|
|
2025
Q1 | $455K | Sell |
6,000
-6,100
| -50% | -$576K | ﹤0.01% | 8680 |
|
|
2024
Q4 | $1.32M | Sell |
12,100
-18,300
| -60% | -$1.69M | ﹤0.01% | 6468 |
|
|
2024
Q3 | $2.41M | Sell |
30,400
-18,800
| -38% | -$1.41M | ﹤0.01% | 5182 |
|
|
2024
Q2 | $3.59M | Buy |
49,200
+19,500
| +66% | +$1.53M | ﹤0.01% | 4282 |
|
|
2024
Q1 | $2.52M | Sell |
29,700
-12,700
| -30% | -$1.14M | ﹤0.01% | 5077 |
|
|
2023
Q4 | $4.3M | Sell |
42,400
-4,700
| -10% | -$453K | ﹤0.01% | 4023 |
|
|
2023
Q3 | $4.77M | Buy |
47,100
+13,600
| +41% | +$1.41M | ﹤0.01% | 3718 |
|
|
2023
Q2 | $3.41M | Buy |
33,500
+13,900
| +71% | +$1.34M | ﹤0.01% | 4247 |
|
|
2023
Q1 | $2.01M | Sell |
19,600
-140,400
| -88% | -$12.7M | ﹤0.01% | 5364 |
|
|
2022
Q4 | $13.4M | Buy |
160,000
+143,200
| +852% | +$11.1M | ﹤0.01% | 2425 |
|
|
2022
Q3 | $1.31M | Sell |
16,800
-1,000
| -6% | -$68.3K | ﹤0.01% | 6429 |
|
|
2022
Q2 | $1.18M | Sell |
17,800
-6,000
| -25% | -$499K | ﹤0.01% | 6660 |
|
|
2022
Q1 | $2.81M | Sell |
23,800
-7,300
| -23% | -$807K | ﹤0.01% | 5339 |
|
|
2021
Q4 | $4.06M | Buy |
31,100
+14,600
| +88% | +$2.06M | ﹤0.01% | 4719 |
|
|
2021
Q3 | $2.33M | Sell |
16,500
-6,900
| -29% | -$935K | ﹤0.01% | 5963 |
|
|
2021
Q2 | $2.6M | Buy |
23,400
+3,300
| +16% | +$320K | ﹤0.01% | 5934 |
|
|
2021
Q1 | $1.77M | Buy |
20,100
+800
| +4% | +$79.2K | ﹤0.01% | 6696 |
|
|
2020
Q4 | $1.77M | Sell |
19,300
-1,600
| -8% | -$112K | ﹤0.01% | 5609 |
|
|
2020
Q3 | $1.17M | Sell |
20,900
-8,200
| -28% | -$456K | ﹤0.01% | 5755 |
|
|
2020
Q2 | $1.56M | Buy |
29,100
+14,800
| +103% | +$607K | ﹤0.01% | 5007 |
|
|
2020
Q1 | $462K | Buy |
14,300
+5,600
| +64% | +$233K | ﹤0.01% | 6587 |
|
|
2019
Q4 | $366K | Sell |
8,700
-28,800
| -77% | -$1.21M | ﹤0.01% | 7280 |
|
|
2019
Q3 | $1.64M | Buy |
37,500
+3,400
| +10% | +$179K | ﹤0.01% | 4796 |
|
|
2019
Q2 | $1.98M | Buy |
34,100
+17,700
| +108% | +$948K | ﹤0.01% | 4524 |
|
|
2019
Q1 | $831K | Sell |
16,400
-800
| -5% | -$35.2K | ﹤0.01% | 5928 |
|
|
2018
Q4 | $617K | Sell |
17,200
-1,000
| -5% | -$35.1K | ﹤0.01% | 6081 |
|
|
2018
Q3 | $719K | Buy |
18,200
+8,800
| +94% | +$274K | ﹤0.01% | 6114 |
|
|
2018
Q2 | $229K | Buy |
+9,400
| New | +$236K | ﹤0.01% | 7661 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$11K | – | 8080 |
|
|
2015
Q4 | $11K | Sell |
600
-6,300
| -91% | -$109K | ﹤0.01% | 8248 |
|
|
2015
Q3 | $105K | Sell |
6,900
-400
| -5% | -$5.78K | ﹤0.01% | 6911 |
|
|
2015
Q2 | $101K | Buy |
7,300
+6,600
| +943% | +$92.5K | ﹤0.01% | 7068 |
|
|
2015
Q1 | $10K | Buy |
700
+400
| +133% | +$5.55K | ﹤0.01% | 8191 |
|
|
2014
Q4 | $4K | Buy |
+300
| New | +$4.11K | ﹤0.01% | 8306 |
|
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.