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 | – | Sell |
-4,000
| Closed | -$345K | – | 14369 |
|
|
2025
Q4 | $345K | Sell |
4,000
-200
| -5% | -$17.7K | ﹤0.01% | 9833 |
|
|
2025
Q3 | $362K | Buy |
+4,200
| New | +$316K | ﹤0.01% | 9919 |
|
|
2025
Q2 | – | Sell |
-1,700
| Closed | -$129K | – | 15350 |
|
|
2025
Q1 | $129K | Buy |
1,700
+800
| +89% | +$75.6K | ﹤0.01% | 11101 |
|
|
2024
Q4 | $98.5K | Sell |
900
-1,900
| -68% | -$175K | ﹤0.01% | 11504 |
|
|
2024
Q3 | $222K | Sell |
2,800
-29,300
| -91% | -$2.2M | ﹤0.01% | 9934 |
|
|
2024
Q2 | $2.34M | Sell |
32,100
-17,000
| -35% | -$1.34M | ﹤0.01% | 5024 |
|
|
2024
Q1 | $4.16M | Sell |
49,100
-10,500
| -18% | -$946K | ﹤0.01% | 4226 |
|
|
2023
Q4 | $6.05M | Buy |
59,600
+45,000
| +308% | +$4.34M | ﹤0.01% | 3535 |
|
|
2023
Q3 | $1.48M | Sell |
14,600
-2,500
| -15% | -$260K | ﹤0.01% | 5795 |
|
|
2023
Q2 | $1.74M | Buy |
17,100
+1,800
| +12% | +$173K | ﹤0.01% | 5407 |
|
|
2023
Q1 | $1.57M | Buy |
15,300
+8,300
| +119% | +$752K | ﹤0.01% | 5834 |
|
|
2022
Q4 | $588K | Sell |
7,000
-9,900
| -59% | -$767K | ﹤0.01% | 7902 |
|
|
2022
Q3 | $1.31M | Buy |
16,900
+6,700
| +66% | +$457K | ﹤0.01% | 6416 |
|
|
2022
Q2 | $673K | Sell |
10,200
-1,100
| -10% | -$91.6K | ﹤0.01% | 7980 |
|
|
2022
Q1 | $1.33M | Buy |
11,300
+6,200
| +122% | +$685K | ﹤0.01% | 7023 |
|
|
2021
Q4 | $666K | Sell |
5,100
-9,200
| -64% | -$1.3M | ﹤0.01% | 8956 |
|
|
2021
Q3 | $2.02M | Buy |
14,300
+12,200
| +581% | +$1.65M | ﹤0.01% | 6319 |
|
|
2021
Q2 | $234K | Sell |
2,100
-3,000
| -59% | -$291K | ﹤0.01% | 11823 |
|
|
2021
Q1 | $450K | Buy |
5,100
+1,100
| +28% | +$109K | ﹤0.01% | 9907 |
|
|
2020
Q4 | $366K | Buy |
4,000
+300
| +8% | +$21.1K | ﹤0.01% | 8729 |
|
|
2020
Q3 | $206K | Buy |
+3,700
| New | +$206K | ﹤0.01% | 8754 |
|
|
2019
Q4 | – | Sell |
-7,900
| Closed | -$346K | – | 9851 |
|
|
2019
Q3 | $346K | Buy |
7,900
+2,800
| +55% | +$148K | ﹤0.01% | 7353 |
|
|
2019
Q2 | $296K | Buy |
+5,100
| New | +$273K | ﹤0.01% | 7604 |
|
|
2019
Q1 | – | Sell |
-8,300
| Closed | -$298K | – | 9935 |
|
|
2018
Q4 | $298K | Sell |
8,300
-1,600
| -16% | -$56.2K | ﹤0.01% | 7288 |
|
|
2018
Q3 | $391K | Buy |
+9,900
| New | +$308K | ﹤0.01% | 7121 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$1K | – | 9271 |
|
|
2015
Q2 | $1K | Sell |
100
-3,300
| -97% | -$46.3K | ﹤0.01% | 8651 |
|
|
2015
Q1 | $49K | Buy |
3,400
+3,100
| +1,033% | +$43K | ﹤0.01% | 7396 |
|
|
2014
Q4 | $4K | Buy |
+300
| New | +$4.11K | ﹤0.01% | 8307 |
|
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.