Henshaw Capital’s Workiva WK Stock Holding History

Henshaw 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
2025 Q4	–	Sell	-4,050	Closed	-$349K	–	267
2025 Q3	$349K	Sell	4,050 -1,476	-27%	-$111K	0.01%	217
2025 Q2	$378K	Hold	5,526	–	–	0.02%	260
2025 Q1	$419K	Buy	5,526 +713	+15%	+$67.3K	0.02%	248
2024 Q4	$527K	Hold	4,813	–	–	0.02%	205
2024 Q3	$381K	Hold	4,813	–	–	0.02%	261
2024 Q2	$351K	Buy	4,813 +57	+1%	+$4.49K	0.02%	220
2024 Q1	$403K	Hold	4,756	–	–	0.02%	207
2023 Q4	$483K	Hold	4,756	–	–	0.03%	179
2023 Q3	$482K	Buy	+4,756	New	+$494K	0.03%	157

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Henshaw Capital's WK Position: Q4 2025 in Review

Henshaw Capital sold out of Workiva (WK) in Q4 2025, closing a stake of 4,050 shares — an estimated $349K sold.

Henshaw Capital first reported a position in WK in Q3 2023 and held it in 9 quarters. The position peaked at $527K in Q4 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Henshaw Capital reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 4,050 Workiva shares in Q4 2025, an estimated $349K.
Henshaw Capital first reported a position in Workiva in Q3 2023 and held it in 9 quarters.
Henshaw Capital's Workiva position peaked at $527K in Q4 2024.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.