Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Workiva WK Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q2 		$7.8M Buy
160,793
+24,950
+18% +$1.29M 0.01% 605
2026
Q1 		$8.1M Buy
135,843
+3,431
+3% +$239K 0.02% 533
2025
Q4 		$11.4M Sell
132,412
-23,617
-15% -$2.09M 0.03% 430
2025
Q3 		$13.4M Buy
156,029
+17,148
+12% +$1.29M 0.04% 343
2025
Q2 		$9.51M Buy
138,881
+7,789
+6% +$536K 0.03% 413
2025
Q1 		$9.95M Buy
131,092
+23,757
+22% +$2.24M 0.04% 320
2024
Q4 		$11.8M Buy
107,335
+14,884
+16% +$1.37M 0.05% 282
2024
Q3 		$7.31M Buy
92,451
+71,719
+346% +$5.38M 0.04% 349
2024
Q2 		$1.51M Buy
+20,732
New +$1.63M 0.01% 734
2023
Q2 		– Sell
-17,088
Closed -$1.75M – 1530
2023
Q1 		$1.75M Sell
17,088
-19,337
-53% -$1.75M 0.01% 584
2022
Q4 		$3.06M Buy
36,425
+1,493
+4% +$116K 0.02% 450
2022
Q3 		$2.72M Buy
34,932
+25,133
+256% +$1.72M 0.02% 437
2022
Q2 		$647K Buy
+9,799
New +$816K ﹤0.01% 719
2019
Q1 		– Sell
-21,473
Closed -$771K – 1055
2018
Q4 		$771K Buy
21,473
+3,015
+16% +$106K 0.01% 604
2018
Q3 		$729K Buy
+18,458
New +$574K ﹤0.01% 624

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Connor, Clark & Lunn Investment Management (CC&L)'s WK Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Workiva (WK) stake by 18% in Q2 2026, buying an estimated $1.29M and bringing the position to 160,793 shares worth $7.8M. The position accounts for 0.01% of the portfolio, ranked #605.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WK in Q3 2018 and has held it in 15 quarters since. The position peaked at $13.4M in Q3 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 160,793 shares of Workiva worth $7.8M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 24,950 Workiva shares in Q2 2026, an estimated $1.29M.
  • Workiva made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #605 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Workiva in Q3 2018 and has held it in 15 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Workiva position peaked at $13.4M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.