Harbour Investments’s Workiva WK Stock Holding History

Harbour Investments’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	$24.7K	Hold	509	–	–	﹤0.01%	2831
2026 Q1	$30.4K	Hold	509	–	–	﹤0.01%	2627
2025 Q4	$43.9K	Hold	509	–	–	﹤0.01%	2025
2025 Q3	$43.8K	Hold	509	–	–	﹤0.01%	1974
2025 Q2	$34.8K	Hold	509	–	–	﹤0.01%	1977
2025 Q1	$38.6K	Buy	+509	New	+$48.1K	﹤0.01%	1900
2022 Q4	–	Sell	-64	Closed	-$4K	–	3124
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	2275
2022 Q2	$4K	Buy	+64	New	+$5.33K	﹤0.01%	2275
2021 Q4	$8K	Sell	64 -10	-14%	-$1.41K	﹤0.01%	2033
2021 Q3	$10K	Buy	74 +73	+7,300%	+$9.89K	﹤0.01%	2689
2021 Q2	$0	Buy	+1	New	+$97	﹤0.01%	3999

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 $3.38T AUM 44.17% 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

Harbour Investments's WK Position: Q2 2026 in Review

Harbour Investments held its Workiva (WK) position steady in Q2 2026 at 509 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Harbour Investments first reported a position in WK in Q2 2021 and has held it in 11 quarters since. The position peaked at $43.9K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Harbour Investments held 509 shares of Workiva worth $24.7K as of Q2 2026.
Harbour Investments left its Workiva share count unchanged in Q2 2026.
Workiva made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2831 holding.
Harbour Investments first reported a position in Workiva in Q2 2021 and has held it in 11 quarters since.
Harbour Investments's Workiva position peaked at $43.9K in Q4 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.