George Kaiser Family Foundation’s Workiva WK Stock Holding History

George Kaiser Family Foundation’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 Q2	–	Sell	-7,956	Closed	-$474K	–	111
2026 Q1	$474K	Buy	7,956 +39	+0.5%	+$2.72K	0.05%	35
2025 Q4	$683K	Buy	7,917 +2,231	+39%	+$198K	0.09%	24
2025 Q3	$489K	Buy	+5,686	New	+$427K	0.07%	40
2023 Q3	–	Sell	-21,574	Closed	-$2.19M	–	44
2023 Q2	$2.19M	Sell	21,574 -12,890	-37%	-$1.24M	0.37%	31
2023 Q1	$3.53M	Sell	34,464 -18,257	-35%	-$1.65M	0.57%	17
2022 Q4	$4.43M	Hold	52,721	–	–	0.65%	10
2022 Q3	$4.1M	Buy	52,721 +1,947	+4%	+$133K	0.72%	10
2022 Q2	$3.35M	Sell	50,774 -7,346	-13%	-$611K	0.6%	14
2022 Q1	$6.86M	Buy	58,120 +6,295	+12%	+$696K	1.12%	6
2021 Q4	$6.76M	Buy	51,825 +5,920	+13%	+$835K	0.97%	10
2021 Q3	$6.47M	Hold	45,905	–	–	1.07%	10
2021 Q2	$5.11M	Buy	45,905 +6,996	+18%	+$679K	0.81%	12
2021 Q1	$3.43M	Buy	38,909 +1,305	+3%	+$129K	0.72%	19
2020 Q4	$3.44M	Buy	37,604 +8,204	+28%	+$576K	0.91%	16
2020 Q3	$1.64M	Buy	+29,400	New	+$1.64M	0.56%	31

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

George Kaiser Family Foundation's WK Position: Q2 2026 in Review

George Kaiser Family Foundation sold out of Workiva (WK) in Q2 2026, closing a stake of 7,956 shares — an estimated $474K sold.

George Kaiser Family Foundation first reported a position in WK in Q3 2020 and held it in 15 quarters. The position peaked at $6.86M in Q1 2022. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

George Kaiser Family Foundation reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
George Kaiser Family Foundation sold 7,956 Workiva shares in Q2 2026, an estimated $474K.
George Kaiser Family Foundation first reported a position in Workiva in Q3 2020 and held it in 15 quarters.
George Kaiser Family Foundation's Workiva position peaked at $6.86M in Q1 2022.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.