FFO
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Fortitude Family Office’s Workiva WK Stock Holding History

Fortitude Family Office’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 		$537 Sell
9
-2
-18% -$139 ﹤0.01% 1701
2025
Q4 		$949 Buy
11
+6
+120% +$531 ﹤0.01% 1481
2025
Q3 		$430 Hold
5
– – ﹤0.01% 1855
2025
Q2 		$342 Buy
+5
New +$344 ﹤0.01% 1905

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Fortitude Family Office's WK Position: Q1 2026 in Review

Fortitude Family Office reduced its Workiva (WK) stake by 18% in Q1 2026, selling an estimated $139 and leaving 9 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Fortitude Family Office first reported a position in WK in Q2 2025 and has held it in 4 quarters since. The position peaked at $949 in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Fortitude Family Office held 9 shares of Workiva worth $537 as of Q1 2026.
  • Fortitude Family Office sold 2 Workiva shares in Q1 2026, an estimated $139.
  • Workiva made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1701 holding.
  • Fortitude Family Office first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Workiva position peaked at $949 in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.