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
2026 Q2	$2.1M	Buy	+43,225	New	+$2.23M	﹤0.01%	585
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

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

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Holocene Advisors's WK Position: Q2 2026 in Review

Holocene Advisors opened a new position in Workiva (WK) in Q2 2026: 43,225 shares worth $2.1M. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in WK as recently as Q3 2025.

Holocene Advisors first reported a position in WK in Q3 2018 and has held it in 12 quarters since. The position peaked at $4.82M in Q1 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Holocene Advisors held 43,225 shares of Workiva worth $2.1M as of Q2 2026.
Workiva was a new Holocene Advisors position in Q2 2026.
Workiva made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #585 holding.
Holocene Advisors first reported a position in Workiva in Q3 2018 and has held it in 12 quarters since.
Holocene Advisors's Workiva position peaked at $4.82M in Q1 2024.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.