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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Covestor's WK Position: Q1 2026 in Review

Covestor reduced its Workiva (WK) stake by 50% in Q1 2026, selling an estimated $6.49K and leaving 94 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Covestor first reported a position in WK in Q4 2021 and has held it in 18 quarters since. The position peaked at $34K in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Covestor held 94 shares of Workiva worth $6K as of Q1 2026.
Covestor sold 93 Workiva shares in Q1 2026, an estimated $6.49K.
Workiva made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1758 holding.
Covestor first reported a position in Workiva in Q4 2021 and has held it in 18 quarters since.
Covestor's Workiva position peaked at $34K in Q1 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.