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Glenmede Trust’s Workiva WK Stock Holding History

Glenmede Trust’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 		$203K Sell
3,404
-1,100
-24% -$76.7K ﹤0.01% 1308
2025
Q4 		$388K Buy
+4,504
New +$399K ﹤0.01% 1037
2025
Q1 		$391K Sell
5,150
-53
-1% -$5.01K ﹤0.01% 987
2024
Q4 		$570K Sell
5,203
-365
-7% -$33.6K ﹤0.01% 891
2024
Q3 		$441K Sell
5,568
-59
-1% -$4.43K ﹤0.01% 975
2024
Q2 		$411K Sell
5,627
-4,612
-45% -$363K ﹤0.01% 972
2024
Q1 		$868K Buy
10,239
+1,274
+14% +$115K ﹤0.01% 748
2023
Q4 		$910K Sell
8,965
-1,915
-18% -$185K ﹤0.01% 715
2023
Q3 		$1.1M Buy
10,880
+2,125
+24% +$221K 0.01% 631
2023
Q2 		$897K Hold
8,755
– – 0.01% 688
2023
Q1 		$897K Sell
8,755
-984
-10% -$89.2K 0.01% 690
2022
Q4 		$818K Sell
9,739
-2,119
-18% -$164K ﹤0.01% 709
2022
Q3 		$922K Sell
11,858
-230
-2% -$15.7K 0.01% 670
2022
Q2 		$797K Sell
12,088
-246
-2% -$20.5K ﹤0.01% 737
2022
Q1 		$1.46M Buy
12,334
+1,540
+14% +$170K 0.01% 616
2021
Q4 		$1.41M Buy
10,794
+325
+3% +$45.8K 0.01% 651
2021
Q3 		$1.48M Buy
10,469
+7,648
+271% +$1.04M 0.01% 604
2021
Q2 		$314K Buy
+2,821
New +$274K ﹤0.01% 1019

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

Glenmede Trust's WK Position: Q1 2026 in Review

Glenmede Trust reduced its Workiva (WK) stake by 24% in Q1 2026, selling an estimated $76.7K and leaving 3,404 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Glenmede Trust first reported a position in WK in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Glenmede Trust held 3,404 shares of Workiva worth $203K as of Q1 2026.
  • Glenmede Trust sold 1,100 Workiva shares in Q1 2026, an estimated $76.7K.
  • Workiva made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1308 holding.
  • Glenmede Trust first reported a position in Workiva in Q2 2021 and has held it in 18 quarters since.
  • Glenmede Trust's Workiva position peaked at $1.48M in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.