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 Q2	–	Sell	-1,091,582	Closed	-$65.1M	–	60
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 $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

Hawk Ridge Capital Management's WK Position: Q2 2026 in Review

Hawk Ridge Capital Management sold out of Workiva (WK) in Q2 2026, closing a stake of 1,091,582 shares — an estimated $65.1M sold.

Hawk Ridge Capital Management first reported a position in WK in Q4 2016 and held it in 15 quarters. The position peaked at $65.1M in Q1 2026. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Hawk Ridge Capital Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Hawk Ridge Capital Management sold 1,091,582 Workiva shares in Q2 2026, an estimated $65.1M.
Hawk Ridge Capital Management first reported a position in Workiva in Q4 2016 and held it in 15 quarters.
Hawk Ridge Capital Management's Workiva position peaked at $65.1M in Q1 2026.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Hawk Ridge Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.