Covestor
WK icon

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
Q3 		$44K Buy
666
+421
+172% +$27.7K 0.03% 805
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Covestor's WK Position: Q3 2026 in Review

Covestor increased its Workiva (WK) stake by 172% in Q3 2026, buying an estimated $27.7K and bringing the position to 666 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #805.

Covestor first reported a position in WK in Q4 2021 and has held it in 20 quarters since. 256 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Covestor held 666 shares of Workiva worth $44K as of Q3 2026.
  • Covestor bought 421 Workiva shares in Q3 2026, an estimated $27.7K.
  • Workiva made up 0.03% of Covestor's portfolio in Q3 2026, its #805 holding.
  • Covestor first reported a position in Workiva in Q4 2021 and has held it in 20 quarters since.
  • 256 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.