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Covestor’s Workiva WK Stock Holding History

Covestor’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 		$12K Buy
245
+151
+161% +$7.78K 0.01% 1473
2026
Q1 		$6K Sell
94
-93
-50% -$6.49K ﹤0.01% 1758
2025
Q4 		$16K Sell
187
-123
-40% -$10.9K 0.01% 1383
2025
Q3 		$27K Hold
310
– – 0.01% 1174
2025
Q2 		$21K Sell
310
-138
-31% -$9.49K 0.01% 1241
2025
Q1 		$34K Buy
448
+353
+372% +$33.3K 0.02% 989
2024
Q4 		$10K Sell
95
-64
-40% -$5.9K 0.01% 1567
2024
Q3 		$13K Buy
159
+69
+77% +$5.18K 0.01% 1412
2024
Q2 		$7K Sell
90
-3
-3% -$236 ﹤0.01% 1734
2024
Q1 		$8K Buy
93
+3
+3% +$270 0.01% 1725
2023
Q4 		$9K Sell
90
-1
-1% -$96 0.01% 1668
2023
Q3 		$9K Sell
91
-1
-1% -$104 0.01% 1510
2023
Q2 		$9K Buy
92
+2
+2% +$192 0.01% 1541
2023
Q1 		$9K Sell
90
-1
-1% -$91 0.01% 1392
2022
Q4 		$8K Sell
91
-2
-2% -$155 0.01% 1441
2022
Q3 		$7K Hold
93
– – 0.01% 1417
2022
Q2 		$6K Sell
93
-1
-1% -$83 ﹤0.01% 1384
2022
Q1 		$11K Buy
94
+35
+59% +$3.87K 0.01% 1292
2021
Q4 		$8K Buy
+59
New +$8.32K 0.01% 1127

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

Covestor's WK Position: Q2 2026 in Review

Covestor increased its Workiva (WK) stake by 161% in Q2 2026, buying an estimated $7.78K and bringing the position to 245 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1473.

Covestor first reported a position in WK in Q4 2021 and has held it in 19 quarters since. The position peaked at $34K in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Covestor held 245 shares of Workiva worth $12K as of Q2 2026.
  • Covestor bought 151 Workiva shares in Q2 2026, an estimated $7.78K.
  • Workiva made up 0.01% of Covestor's portfolio in Q2 2026, its #1473 holding.
  • Covestor first reported a position in Workiva in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Workiva position peaked at $34K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.