Dynamic Technology Lab’s Workiva WK Stock Holding History

Dynamic Technology Lab’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	$1.2M	Buy	20,050 +15,762	+368%	+$1.1M	0.19%	146
2025 Q4	$370K	Buy	+4,288	New	+$380K	0.08%	406
2025 Q2	–	Sell	-31,030	Closed	-$2.36M	–	1387
2025 Q1	$2.36M	Buy	+31,030	New	+$2.93M	0.34%	42
2024 Q3	–	Sell	-19,162	Closed	-$1.4M	–	1401
2024 Q2	$1.4M	Buy	19,162 +6,123	+47%	+$482K	0.16%	220
2024 Q1	$1.11M	Sell	13,039 -1,520	-10%	-$137K	0.12%	293
2023 Q4	$1.48M	Sell	14,559 -831	-5%	-$80.1K	0.16%	190
2023 Q3	$1.56M	Buy	15,390 +13,379	+665%	+$1.39M	0.16%	148
2023 Q2	$204K	Buy	+2,011	New	+$193K	0.03%	828
2021 Q4	–	Sell	-6,750	Closed	-$951K	–	1536
2021 Q3	$951K	Buy	6,750 +2,170	+47%	+$294K	0.11%	291
2021 Q2	$510K	Sell	4,580 -4,568	-50%	-$444K	0.05%	584
2021 Q1	$807K	Buy	+9,148	New	+$905K	0.09%	333
2020 Q4	–	Sell	-11,497	Closed	-$641K	–	1396
2020 Q3	$641K	Buy	+11,497	New	+$640K	0.1%	342
2017 Q3	–	Sell	-15,156	Closed	-$289K	–	1405
2017 Q2	$289K	Buy	+15,156	New	+$268K	0.05%	719

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

Dynamic Technology Lab's WK Position: Q1 2026 in Review

Dynamic Technology Lab increased its Workiva (WK) stake by 368% in Q1 2026, buying an estimated $1.1M and bringing the position to 20,050 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #146.

Dynamic Technology Lab first reported a position in WK in Q2 2017 and has held it in 13 quarters since. The position peaked at $2.36M in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Dynamic Technology Lab held 20,050 shares of Workiva worth $1.2M as of Q1 2026.
Dynamic Technology Lab bought 15,762 Workiva shares in Q1 2026, an estimated $1.1M.
Workiva made up 0.19% of Dynamic Technology Lab's portfolio in Q1 2026, its #146 holding.
Dynamic Technology Lab first reported a position in Workiva in Q2 2017 and has held it in 13 quarters since.
Dynamic Technology Lab's Workiva position peaked at $2.36M in Q1 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.