Geode Capital Management
WK icon

Geode Capital Management’s Workiva WK Stock Holding History

Geode Capital 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 		$73.2M Buy
1,227,309
+35,160
+3% +$2.45M ﹤0.01% 1275
2025
Q4 		$103M Sell
1,192,149
-5,074
-0.4% -$449K 0.01% 1061
2025
Q3 		$103M Sell
1,197,223
-9,885
-0.8% -$743K 0.01% 1050
2025
Q2 		$82.6M Buy
1,207,108
+4,056
+0.3% +$279K 0.01% 1142
2025
Q1 		$91.3M Buy
1,203,052
+57,239
+5% +$5.41M 0.01% 1021
2024
Q4 		$125M Buy
1,145,813
+987
+0.1% +$91K 0.01% 862
2024
Q3 		$90.6M Buy
1,144,826
+35,029
+3% +$2.63M 0.01% 1058
2024
Q2 		$81M Buy
1,109,797
+58,855
+6% +$4.63M 0.01% 1053
2024
Q1 		$89.1M Buy
1,050,942
+28,278
+3% +$2.55M 0.01% 990
2023
Q4 		$104M Buy
1,022,664
+62,713
+7% +$6.05M 0.01% 846
2023
Q3 		$97.3M Buy
959,951
+43,300
+5% +$4.5M 0.01% 813
2023
Q2 		$93.2M Buy
916,651
+51,995
+6% +$5M 0.01% 831
2023
Q1 		$88.5M Buy
864,656
+35,823
+4% +$3.25M 0.01% 811
2022
Q4 		$69.6M Buy
828,833
+29,452
+4% +$2.28M 0.01% 924
2022
Q3 		$62.2M Sell
799,381
-3,676
-0.5% -$251K 0.01% 935
2022
Q2 		$53M Buy
803,057
+53,401
+7% +$4.44M 0.01% 1076
2022
Q1 		$88.5M Buy
749,656
+9,685
+1% +$1.07M 0.01% 853
2021
Q4 		$96.6M Buy
739,971
+49,899
+7% +$7.04M 0.01% 850
2021
Q3 		$97.3M Buy
690,072
+2,137
+0.3% +$290K 0.01% 816
2021
Q2 		$76.6M Buy
687,935
+40,802
+6% +$3.96M 0.01% 964
2021
Q1 		$57.1M Buy
647,133
+3,520
+0.5% +$348K 0.01% 1125
2020
Q4 		$59M Buy
643,613
+28,929
+5% +$2.03M 0.01% 991
2020
Q3 		$34.3M Buy
614,684
+45,859
+8% +$2.55M 0.01% 1135
2020
Q2 		$30.4M Buy
568,825
+45,829
+9% +$1.88M 0.01% 1192
2020
Q1 		$16.9M Buy
522,996
+30,064
+6% +$1.25M ﹤0.01% 1415
2019
Q4 		$20.7M Sell
492,932
-21,146
-4% -$891K ﹤0.01% 1538
2019
Q3 		$22.5M Buy
514,078
+84,988
+20% +$4.48M 0.01% 1402
2019
Q2 		$24.9M Buy
429,090
+55,869
+15% +$2.99M 0.01% 1336
2019
Q1 		$18.9M Buy
373,221
+65,146
+21% +$2.86M ﹤0.01% 1447
2018
Q4 		$11.1M Buy
308,075
+16,882
+6% +$593K ﹤0.01% 1723
2018
Q3 		$11.5M Buy
291,193
+23,312
+9% +$725K ﹤0.01% 1819
2018
Q2 		$6.54M Buy
267,881
+18,828
+8% +$474K ﹤0.01% 2157
2018
Q1 		$5.9M Buy
249,053
+19,092
+8% +$439K ﹤0.01% 2130
2017
Q4 		$4.92M Buy
229,961
+52,766
+30% +$1.16M ﹤0.01% 2226
2017
Q3 		$3.69M Sell
177,195
-4,465
-2% -$88.4K ﹤0.01% 2383
2017
Q2 		$3.46M Buy
181,660
+26,816
+17% +$474K ﹤0.01% 2397
2017
Q1 		$2.42M Buy
154,844
+3,639
+2% +$51.1K ﹤0.01% 2551
2016
Q4 		$2.06M Buy
151,205
+5,995
+4% +$91.9K ﹤0.01% 2611
2016
Q3 		$2.63M Sell
145,210
-5,341
-4% -$86.6K ﹤0.01% 2391
2016
Q2 		$2.06M Buy
150,551
+22,034
+17% +$279K ﹤0.01% 2461
2016
Q1 		$1.5K Buy
128,517
+900
+0.7% +$11.9K ﹤0.01% 2642
2015
Q4 		$2.24M Buy
127,617
+79,423
+165% +$1.37M ﹤0.01% 2402
2015
Q3 		$732K Hold
48,194
– – ﹤0.01% 3049
2015
Q2 		$666K Buy
48,194
+8,223
+21% +$115K ﹤0.01% 3078
2015
Q1 		$575K Buy
+39,971
New +$555K ﹤0.01% 3137

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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management's WK Position: Q1 2026 in Review

Geode Capital Management increased its Workiva (WK) stake by 2.9% in Q1 2026, buying an estimated $2.45M and bringing the position to 1,227,309 shares worth $73.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Geode Capital Management first reported a position in WK in Q1 2015 and has held it in 45 quarters since. The position peaked at $125M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Geode Capital Management held 1,227,309 shares of Workiva worth $73.2M as of Q1 2026.
  • Geode Capital Management bought 35,160 Workiva shares in Q1 2026, an estimated $2.45M.
  • Workiva made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1275 holding.
  • Geode Capital Management first reported a position in Workiva in Q1 2015 and has held it in 45 quarters since.
  • Geode Capital Management's Workiva position peaked at $125M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.