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Edmond de Rothschild Holding’s Workiva WK Stock Holding History

Edmond de Rothschild Holding’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
Q2 		$61.5M Buy
1,268,192
+46,631
+4% +$2.4M 0.81% 29
2026
Q1 		$72.8M Buy
1,221,561
+280,206
+30% +$19.5M 1.05% 21
2025
Q4 		$81.2M Sell
941,355
-321,206
-25% -$28.4M 1.15% 21
2025
Q3 		$109M Sell
1,262,561
-32,936
-3% -$2.47M 1.68% 12
2025
Q2 		$88.7M Buy
+1,295,497
New +$89.1M 1.41% 16

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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Edmond de Rothschild Holding's WK Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Workiva (WK) stake by 3.8% in Q2 2026, buying an estimated $2.4M and bringing the position to 1,268,192 shares worth $61.5M. The position accounts for 0.81% of the portfolio, ranked #29.

Edmond de Rothschild Holding first reported a position in WK in Q2 2025 and has held it in 5 quarters since. The position peaked at $109M in Q3 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Edmond de Rothschild Holding held 1,268,192 shares of Workiva worth $61.5M as of Q2 2026.
  • Edmond de Rothschild Holding bought 46,631 Workiva shares in Q2 2026, an estimated $2.4M.
  • Workiva made up 0.81% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #29 holding.
  • Edmond de Rothschild Holding first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • Edmond de Rothschild Holding's Workiva position peaked at $109M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.