Hawk Ridge Capital Management’s Workiva WK Stock Holding History

Hawk Ridge 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	$65.1M	Buy	+1,091,582	New	+$76.1M	2.37%	17
2020 Q2	–	Sell	-541,796	Closed	-$17.5M	–	56
2020 Q1	$17.5M	Sell	541,796 -16,567	-3%	-$689K	2.95%	13
2019 Q4	$23.5M	Hold	558,363	–	–	3.82%	9
2019 Q3	$24.5M	Hold	558,363	–	–	4.91%	8
2019 Q2	$32.4M	Hold	558,363	–	–	6.01%	4
2019 Q1	$28.3M	Hold	558,363	–	–	5.97%	4
2018 Q4	$20M	Hold	558,363	–	–	6.24%	2
2018 Q3	$22.1M	Buy	558,363 +24,000	+4%	+$746K	4.85%	7
2018 Q2	$13M	Hold	534,363	–	–	3.02%	10
2018 Q1	$12.7M	Sell	534,363 -42,180	-7%	-$970K	3.7%	6
2017 Q4	$12.3M	Hold	576,543	–	–	4.1%	7
2017 Q3	$12M	Buy	576,543 +4,300	+0.8%	+$85.2K	4.52%	6
2017 Q2	$10.9M	Sell	572,243 -258,805	-31%	-$4.58M	4.31%	5
2017 Q1	$13M	Buy	831,048 +590,740	+246%	+$8.3M	5.85%	2
2016 Q4	$3.28M	Buy	+240,308	New	+$3.68M	1.64%	28

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Hawk Ridge Capital Management's WK Position: Q1 2026 in Review

Hawk Ridge Capital Management opened a new position in Workiva (WK) in Q1 2026: 1,091,582 shares worth $65.1M. The stake represents 2.37% of the portfolio and ranks #17 among its holdings. This is a return to the name: Hawk Ridge Capital Management previously reported a position in WK as recently as Q1 2020.

Hawk Ridge Capital Management first reported a position in WK in Q4 2016 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Hawk Ridge Capital Management held 1,091,582 shares of Workiva worth $65.1M as of Q1 2026.
Workiva was a new Hawk Ridge Capital Management position in Q1 2026.
Workiva made up 2.37% of Hawk Ridge Capital Management's portfolio in Q1 2026, its #17 holding.
Hawk Ridge Capital Management first reported a position in Workiva in Q4 2016 and has held it in 15 quarters since.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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