CFO
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CVA Family Office’s Workiva WK Stock Holding History

CVA Family Office’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 		$194 Sell
4
-28
-88% -$1.44K ﹤0.01% 1770
2026
Q1 		$1.91K Buy
+32
New +$2.23K ﹤0.01% 1538
2021
Q3 		– Sell
-46
Closed -$5K – 888
2021
Q2 		$5K Buy
+46
New +$4.47K ﹤0.01% 781

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

CVA Family Office's WK Position: Q2 2026 in Review

CVA Family Office reduced its Workiva (WK) stake by 88% in Q2 2026, selling an estimated $1.44K and leaving 4 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

CVA Family Office first reported a position in WK in Q2 2021 and has held it in 3 quarters since. The position peaked at $5K in Q2 2021. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • CVA Family Office held 4 shares of Workiva worth $194 as of Q2 2026.
  • CVA Family Office sold 28 Workiva shares in Q2 2026, an estimated $1.44K.
  • Workiva made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1770 holding.
  • CVA Family Office first reported a position in Workiva in Q2 2021 and has held it in 3 quarters since.
  • CVA Family Office's Workiva position peaked at $5K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.