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David Shaw’s Workiva WK Stock Holding History

David Shaw’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
2019
Q1 		– Sell
-10,200
Closed -$366K – 3969
2018
Q4 		$366K Buy
+10,200
New +$358K ﹤0.01% 3261

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

David Shaw's WK Position: Q2 2026 in Review

David Shaw reduced its Workiva (WK) stake by 25% in Q2 2026, selling an estimated $501K and leaving 28,741 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

David Shaw first reported a position in WK in Q1 2015 and has held it in 41 quarters since. The position peaked at $68M in Q4 2020. 303 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • David Shaw held 28,741 shares of Workiva worth $1.39M as of Q2 2026.
  • David Shaw sold 9,720 Workiva shares in Q2 2026, an estimated $501K.
  • Workiva made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3503 holding.
  • David Shaw first reported a position in Workiva in Q1 2015 and has held it in 41 quarters since.
  • David Shaw's Workiva position peaked at $68M in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.