DC Investments Management’s Workiva WK Stock Holding History

DC Investments Management’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	-4,456	Closed	-$384K	–	94
2025 Q3	$384K	Hold	4,456	–	–	0.16%	78
2025 Q2	$305K	Hold	4,456	–	–	0.13%	100
2025 Q1	$338K	Sell	4,456 -103	-2%	-$9.73K	0.17%	102
2024 Q4	$499K	Hold	4,559	–	–	0.33%	57
2024 Q3	$361K	Hold	4,559	–	–	0.25%	68
2024 Q2	$333K	Hold	4,559	–	–	0.28%	65
2024 Q1	$387K	Hold	4,559	–	–	0.31%	64
2023 Q4	$463K	Hold	4,559	–	–	0.47%	46
2023 Q3	$462K	Hold	4,559	–	–	0.58%	41
2023 Q2	$463K	Hold	4,559	–	–	0.53%	43
2023 Q1	$467K	Hold	4,559	–	–	0.56%	40
2022 Q4	$383K	Buy	+4,559	New	+$353K	0.48%	40
2022 Q3	–	Sell	-4,487	Closed	-$296K	–	43
2022 Q2	$296K	Buy	+4,487	New	+$373K	0.67%	25

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

DC Investments Management's WK Position: Q4 2025 in Review

DC Investments Management sold out of Workiva (WK) in Q4 2025, closing a stake of 4,456 shares — an estimated $384K sold.

DC Investments Management first reported a position in WK in Q2 2022 and held it in 13 quarters. The position peaked at $499K in Q4 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

DC Investments Management reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
DC Investments Management sold 4,456 Workiva shares in Q4 2025, an estimated $384K.
DC Investments Management first reported a position in Workiva in Q2 2022 and held it in 13 quarters.
DC Investments Management's Workiva position peaked at $499K in Q4 2024.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.