Edgestream Partners’s Workiva WK Stock Holding History

Edgestream Partners’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	-21,467	Closed	-$1.85M	–	1161
2025 Q3	$1.85M	Sell	21,467 -51,839	-71%	-$3.89M	0.05%	546
2025 Q2	$5.02M	Buy	+73,306	New	+$5.04M	0.14%	292

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

Edgestream Partners's WK Position: Q4 2025 in Review

Edgestream Partners sold out of Workiva (WK) in Q4 2025, closing a stake of 21,467 shares — an estimated $1.85M sold.

Edgestream Partners first reported a position in WK in Q2 2025 and held it in 2 quarters. The position peaked at $5.02M in Q2 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Edgestream Partners reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 21,467 Workiva shares in Q4 2025, an estimated $1.85M.
Edgestream Partners first reported a position in Workiva in Q2 2025 and held it in 2 quarters.
Edgestream Partners's Workiva position peaked at $5.02M in Q2 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.