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F.L. Putnam Investment Management’s Workiva WK Stock Holding History

F.L. Putnam 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 		– Sell
-81,391
Closed -$7.02M – 620
2025
Q4 		$7.02M Buy
81,391
+900
+1% +$79.7K 0.1% 146
2025
Q3 		$6.93M Buy
+80,491
New +$6.05M 0.1% 146

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 $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

F.L. Putnam Investment Management's WK Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of Workiva (WK) in Q1 2026, closing a stake of 81,391 shares — an estimated $7.02M sold.

F.L. Putnam Investment Management first reported a position in WK in Q3 2025 and held it in 2 quarters. The position peaked at $7.02M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • F.L. Putnam Investment Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 81,391 Workiva shares in Q1 2026, an estimated $7.02M.
  • F.L. Putnam Investment Management first reported a position in Workiva in Q3 2025 and held it in 2 quarters.
  • F.L. Putnam Investment Management's Workiva position peaked at $7.02M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.