Hotchkis & Wiley Capital Management
WK icon

Hotchkis & Wiley Capital Management’s Workiva WK Stock Holding History

Hotchkis & Wiley Capital 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
Q2 		$125M Buy
2,578,108
+898,320
+53% +$46.3M 0.36% 73
2026
Q1 		$100M Buy
1,679,788
+509,628
+44% +$35.5M 0.31% 72
2025
Q4 		$101M Buy
1,170,160
+144,500
+14% +$12.8M 0.3% 73
2025
Q3 		$88.3M Buy
+1,025,660
New +$77.1M 0.27% 78

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
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 $3.37T AUM 44.26% 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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management's WK Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Workiva (WK) stake by 53% in Q2 2026, buying an estimated $46.3M and bringing the position to 2,578,108 shares worth $125M. The position accounts for 0.36% of the portfolio, ranked #73.

Hotchkis & Wiley Capital Management first reported a position in WK in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 2,578,108 shares of Workiva worth $125M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 898,320 Workiva shares in Q2 2026, an estimated $46.3M.
  • Workiva made up 0.36% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #73 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Workiva in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.