FG
WK icon

Foster Group’s Workiva WK Stock Holding History

Foster Group’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
-3,069
Closed -$265K – 318
2025
Q4 		$265K Hold
3,069
– – 0.01% 234
2025
Q3 		$264K Buy
3,069
+40
+1% +$3K 0.01% 223
2025
Q2 		$207K Sell
3,029
-13
-0.4% -$894 0.01% 247
2025
Q1 		$231K Buy
3,042
+4
+0.1% +$378 0.01% 196
2024
Q4 		$333K Sell
3,038
-976
-24% -$90K 0.01% 145
2024
Q3 		$318K Sell
4,014
-58
-1% -$4.35K 0.01% 153
2024
Q2 		$297K Sell
4,072
-1
-0% -$79 0.01% 162
2024
Q1 		$345K Sell
4,073
-295
-7% -$26.6K 0.02% 149
2023
Q4 		$443K Hold
4,368
– – 0.03% 113
2023
Q3 		$443K Buy
4,368
+139
+3% +$14.4K 0.03% 113
2023
Q2 		$430K Hold
4,229
– – 0.03% 117
2023
Q1 		$433K Hold
4,229
– – 0.03% 111
2022
Q4 		$355K Buy
4,229
+41
+1% +$3.18K 0.03% 114
2022
Q3 		$326K Buy
4,188
+11
+0.3% +$751 0.03% 109
2022
Q2 		$276K Buy
4,177
+19
+0.5% +$1.58K 0.02% 121
2022
Q1 		$491K Sell
4,158
-5
-0.1% -$553 0.04% 89
2021
Q4 		$543K Buy
4,163
+5
+0.1% +$705 0.05% 84
2021
Q3 		$586K Sell
4,158
-884
-18% -$120K 0.06% 82
2021
Q2 		$561K Buy
5,042
+884
+21% +$85.8K 0.06% 80
2021
Q1 		$367K Sell
4,158
-323
-7% -$32K 0.06% 96
2020
Q4 		$409K Buy
+4,481
New +$315K 0.08% 73

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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

Foster Group's WK Position: Q1 2026 in Review

Foster Group sold out of Workiva (WK) in Q1 2026, closing a stake of 3,069 shares — an estimated $265K sold.

Foster Group first reported a position in WK in Q4 2020 and held it in 21 quarters. The position peaked at $586K in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Foster Group reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Foster Group sold 3,069 Workiva shares in Q1 2026, an estimated $265K.
  • Foster Group first reported a position in Workiva in Q4 2020 and held it in 21 quarters.
  • Foster Group's Workiva position peaked at $586K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Foster Group's 13F filing for Q1 2026, filed 13 Apr 2026.