Holocene Advisors
WK icon

Holocene Advisors’s Workiva WK Stock Holding History

Holocene 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
2025
Q4 		– Sell
-20,533
Closed -$1.77M – 902
2025
Q3 		$1.77M Sell
20,533
-35,475
-63% -$2.66M ﹤0.01% 552
2025
Q2 		$3.83M Buy
56,008
+43,343
+342% +$2.98M 0.01% 454
2025
Q1 		$961K Sell
12,665
-966
-7% -$91.2K ﹤0.01% 631
2024
Q4 		$1.49M Sell
13,631
-21,160
-61% -$1.95M ﹤0.01% 614
2024
Q3 		$2.75M Sell
34,791
-2,983
-8% -$224K 0.01% 493
2024
Q2 		$2.76M Sell
37,774
-19,068
-34% -$1.5M 0.01% 445
2024
Q1 		$4.82M Buy
56,842
+46,183
+433% +$4.16M 0.02% 409
2023
Q4 		$1.08M Buy
+10,659
New +$1.03M ﹤0.01% 605
2022
Q4 		– Sell
-17,437
Closed -$1.36M – 931
2022
Q3 		$1.36M Buy
+17,437
New +$1.19M 0.01% 548
2020
Q3 		– Sell
-17,045
Closed -$912K – 805
2020
Q2 		$912K Buy
+17,045
New +$698K 0.01% 444
2018
Q4 		– Sell
-6,702
Closed -$265K – 849
2018
Q3 		$265K Buy
+6,702
New +$208K ﹤0.01% 664

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Holocene Advisors's WK Position: Q4 2025 in Review

Holocene Advisors sold out of Workiva (WK) in Q4 2025, closing a stake of 20,533 shares — an estimated $1.77M sold.

Holocene Advisors first reported a position in WK in Q3 2018 and held it in 11 quarters. The position peaked at $4.82M in Q1 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Holocene Advisors reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Holocene Advisors sold 20,533 Workiva shares in Q4 2025, an estimated $1.77M.
  • Holocene Advisors first reported a position in Workiva in Q3 2018 and held it in 11 quarters.
  • Holocene Advisors's Workiva position peaked at $4.82M in Q1 2024.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Holocene Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.