HIM
WK icon

Herald Investment Management’s Workiva WK Stock Holding History

Herald Investment 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 		– Sell
-50,000
Closed -$4.32M – 100
2025
Q4 		$4.32M Hold
50,000
– – 0.56% 53
2025
Q3 		$4.3M Buy
+50,000
New +$3.76M 0.57% 47

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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

Herald Investment Management's WK Position: Q1 2026 in Review

Herald Investment Management sold out of Workiva (WK) in Q1 2026, closing a stake of 50,000 shares — an estimated $4.32M sold.

Herald Investment Management first reported a position in WK in Q3 2025 and held it in 2 quarters. The position peaked at $4.32M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Herald Investment Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Herald Investment Management sold 50,000 Workiva shares in Q1 2026, an estimated $4.32M.
  • Herald Investment Management first reported a position in Workiva in Q3 2025 and held it in 2 quarters.
  • Herald Investment Management's Workiva position peaked at $4.32M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Herald Investment Management's 13F filing for Q1 2026, filed 13 May 2026.