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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Cornerstone Investment Partners's WK Position: Q1 2026 in Review

Cornerstone Investment Partners opened a new position in Workiva (WK) in Q1 2026: 4,407 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Cornerstone Investment Partners previously reported a position in WK as recently as Q2 2021.

Cornerstone Investment Partners first reported a position in WK in Q4 2020 and has held it in 3 quarters since. The position peaked at $314K in Q4 2020. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Cornerstone Investment Partners held 4,407 shares of Workiva worth $263K as of Q1 2026.
  • Workiva was a new Cornerstone Investment Partners position in Q1 2026.
  • Workiva made up 0.01% of Cornerstone Investment Partners's portfolio in Q1 2026, its #197 holding.
  • Cornerstone Investment Partners first reported a position in Workiva in Q4 2020 and has held it in 3 quarters since.
  • Cornerstone Investment Partners's Workiva position peaked at $314K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.