Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Workiva WK Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$5.11M	Buy	+85,762	New	+$5.98M	0.01%	741
2025 Q4	–	Sell	-24,200	Closed	-$2.08M	–	1502
2025 Q3	$2.08M	Sell	24,200 -22,600	-48%	-$1.7M	﹤0.01%	737
2025 Q2	$3.2M	Buy	+46,800	New	+$3.22M	0.01%	576
2024 Q1	–	Sell	-4,000	Closed	-$406K	–	1190
2023 Q4	$406K	Sell	4,000 -19,000	-83%	-$1.83M	﹤0.01%	823
2023 Q3	$2.33M	Buy	+23,000	New	+$2.39M	0.01%	518
2021 Q3	–	Sell	-2,300	Closed	-$256K	–	1994
2021 Q2	$256K	Hold	2,300	–	–	﹤0.01%	1420
2021 Q1	$203K	Sell	2,300 -12,700	-85%	-$1.26M	﹤0.01%	1205
2020 Q4	$1.37M	Buy	+15,000	New	+$1.05M	﹤0.01%	890
2020 Q3	–	Sell	-11,000	Closed	-$588K	–	1161
2020 Q2	$588K	Sell	11,000 -41,600	-79%	-$1.7M	﹤0.01%	511
2020 Q1	$1.7M	Buy	52,600 +52,295	+17,146%	+$2.17M	0.02%	297
2019 Q4	$13K	Buy	+305	New	+$12.8K	﹤0.01%	970

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WK Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Workiva (WK) in Q1 2026: 85,762 shares worth $5.11M. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in WK as recently as Q3 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WK in Q4 2019 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 85,762 shares of Workiva worth $5.11M as of Q1 2026.
Workiva was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q1 2026.
Workiva made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #741 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Workiva in Q4 2019 and has held it in 11 quarters since.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.