FC
WK icon

FORA Capital’s Workiva WK Stock Holding History

FORA Capital’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
Q3 		– Sell
-8,312
Closed -$569K – 690
2025
Q2 		$569K Buy
+8,312
New +$572K 0.06% 303
2024
Q4 		– Sell
-6,059
Closed -$479K – 620
2024
Q3 		$479K Buy
+6,059
New +$455K 0.06% 291
2024
Q2 		– Sell
-5,478
Closed -$465K – 557
2024
Q1 		$465K Buy
5,478
+801
+17% +$72.1K 0.04% 340
2023
Q4 		$475K Buy
+4,677
New +$451K 0.04% 341
2023
Q3 		– Sell
-2,499
Closed -$254K – 592
2023
Q2 		$254K Buy
+2,499
New +$240K 0.04% 296
2021
Q2 		– Sell
-1,088
Closed -$96K – 1181
2021
Q1 		$96K Buy
1,088
+242
+29% +$24K 0.03% 419
2020
Q4 		$78K Buy
846
+477
+129% +$33.5K 0.01% 713
2020
Q3 		$21K Buy
+369
New +$20.5K 0.01% 577

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

FORA Capital's WK Position: Q3 2025 in Review

FORA Capital sold out of Workiva (WK) in Q3 2025, closing a stake of 8,312 shares — an estimated $569K sold.

FORA Capital first reported a position in WK in Q3 2020 and held it in 8 quarters. The position peaked at $569K in Q2 2025. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • FORA Capital reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 8,312 Workiva shares in Q3 2025, an estimated $569K.
  • FORA Capital first reported a position in Workiva in Q3 2020 and held it in 8 quarters.
  • FORA Capital's Workiva position peaked at $569K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.