Cornerstone Investment Partners’s Workiva WK Stock Holding History

Cornerstone Investment Partners’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	$204K	Sell	4,203 -204	-5%	-$10.5K	0.01%	296
2026 Q1	$263K	Buy	+4,407	New	+$307K	0.01%	197
2021 Q3	–	Sell	-2,425	Closed	-$270K	–	315
2021 Q2	$270K	Buy	+2,425	New	+$235K	0.01%	159
2021 Q1	–	Sell	-3,425	Closed	-$314K	–	300
2020 Q4	$314K	Buy	+3,425	New	+$241K	0.02%	94

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Cornerstone Investment Partners's WK Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its Workiva (WK) stake by 4.6% in Q2 2026, selling an estimated $10.5K and leaving 4,203 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #296.

Cornerstone Investment Partners first reported a position in WK in Q4 2020 and has held it in 4 quarters since. The position peaked at $314K in Q4 2020. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Cornerstone Investment Partners held 4,203 shares of Workiva worth $204K as of Q2 2026.
Cornerstone Investment Partners sold 204 Workiva shares in Q2 2026, an estimated $10.5K.
Workiva made up 0.01% of Cornerstone Investment Partners's portfolio in Q2 2026, its #296 holding.
Cornerstone Investment Partners first reported a position in Workiva in Q4 2020 and has held it in 4 quarters since.
Cornerstone Investment Partners's Workiva position peaked at $314K in Q4 2020.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.