D.J. St. Germain’s Workiva WK Stock Holding History

D.J. St. Germain’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
2025 Q4	–	Sell	-2,055	Closed	-$177K	–	965
2025 Q3	$177K	Buy	+2,055	New	+$154K	0.01%	319

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

D.J. St. Germain's WK Position: Q4 2025 in Review

D.J. St. Germain sold out of Workiva (WK) in Q4 2025, closing a stake of 2,055 shares — an estimated $177K sold.

D.J. St. Germain first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $177K in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

D.J. St. Germain reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
D.J. St. Germain sold 2,055 Workiva shares in Q4 2025, an estimated $177K.
D.J. St. Germain first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
D.J. St. Germain's Workiva position peaked at $177K in Q3 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on D.J. St. Germain's 13F filing for Q4 2025, filed 29 Jan 2026.