HIA
WK icon

HFM Investment Advisors’s Workiva WK Stock Holding History

HFM Investment Advisors’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 		$146 Buy
+3
New +$155 ﹤0.01% 1212
2026
Q1 		– Sell
-2
Closed -$173 – 1308
2025
Q4 		$173 Hold
2
– – ﹤0.01% 1064
2025
Q3 		$172 Hold
2
– – ﹤0.01% 1038
2025
Q2 		$137 Buy
+2
New +$138 ﹤0.01% 1088

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

HFM Investment Advisors's WK Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Workiva (WK) in Q2 2026: 3 shares worth $146. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in WK as recently as Q4 2025.

HFM Investment Advisors first reported a position in WK in Q2 2025 and has held it in 4 quarters since. The position peaked at $173 in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • HFM Investment Advisors held 3 shares of Workiva worth $146 as of Q2 2026.
  • Workiva was a new HFM Investment Advisors position in Q2 2026.
  • Workiva made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1212 holding.
  • HFM Investment Advisors first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Workiva position peaked at $173 in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.