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Essex Investment Management’s Workiva WK Stock Holding History

Essex Investment 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
2026
Q1 		$2.17M Sell
36,333
-3,187
-8% -$222K 0.34% 106
2025
Q4 		$3.41M Buy
39,520
+38,792
+5,329% +$3.43M 0.52% 72
2025
Q3 		$62.7K Buy
+728
New +$54.7K 0.01% 243
2020
Q2 		– Sell
-30,776
Closed -$995K – 448
2020
Q1 		$995K Sell
30,776
-1,711
-5% -$71.1K 0.2% 157
2019
Q4 		$1.37M Buy
+32,487
New +$1.37M 0.17% 193

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

Essex Investment Management's WK Position: Q1 2026 in Review

Essex Investment Management reduced its Workiva (WK) stake by 8.1% in Q1 2026, selling an estimated $222K and leaving 36,333 shares worth $2.17M. The position accounts for 0.34% of the portfolio, ranked #106.

Essex Investment Management first reported a position in WK in Q4 2019 and has held it in 5 quarters since. The position peaked at $3.41M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Essex Investment Management held 36,333 shares of Workiva worth $2.17M as of Q1 2026.
  • Essex Investment Management sold 3,187 Workiva shares in Q1 2026, an estimated $222K.
  • Workiva made up 0.34% of Essex Investment Management's portfolio in Q1 2026, its #106 holding.
  • Essex Investment Management first reported a position in Workiva in Q4 2019 and has held it in 5 quarters since.
  • Essex Investment Management's Workiva position peaked at $3.41M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.