Globeflex Capital’s Workiva WK Stock Holding History

Globeflex Capital’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	$1.99K	Buy	+41	New	+$2.11K	﹤0.01%	390
2024 Q4	–	Sell	-71	Closed	-$5.62K	–	514
2024 Q3	$5.62K	Hold	71	–	–	﹤0.01%	434
2024 Q2	$5.18K	Hold	71	–	–	﹤0.01%	436
2024 Q1	$6.02K	Hold	71	–	–	﹤0.01%	443
2023 Q4	$7.21K	Hold	71	–	–	﹤0.01%	433
2023 Q3	$7.2K	Hold	71	–	–	﹤0.01%	431
2023 Q2	$7.22K	Hold	71	–	–	﹤0.01%	433
2023 Q1	$7.27K	Sell	71 -37	-34%	-$3.35K	﹤0.01%	437
2022 Q4	$9.07K	Buy	108 +37	+52%	+$2.87K	﹤0.01%	435
2022 Q3	$6K	Buy	71 +33	+87%	+$2.25K	﹤0.01%	449
2022 Q2	$3K	Buy	+38	New	+$3.16K	﹤0.01%	455

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

Globeflex Capital's WK Position: Q2 2026 in Review

Globeflex Capital opened a new position in Workiva (WK) in Q2 2026: 41 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Globeflex Capital previously reported a position in WK as recently as Q3 2024.

Globeflex Capital first reported a position in WK in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.07K in Q4 2022. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Globeflex Capital held 41 shares of Workiva worth $1.99K as of Q2 2026.
Workiva was a new Globeflex Capital position in Q2 2026.
Workiva made up ﹤0.01% of Globeflex Capital's portfolio in Q2 2026, its #390 holding.
Globeflex Capital first reported a position in Workiva in Q2 2022 and has held it in 11 quarters since.
Globeflex Capital's Workiva position peaked at $9.07K in Q4 2022.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.