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HRT Financial’s Workiva WK Stock Holding History

HRT Financial’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 		$5.31M Buy
+109,498
New +$5.64M 0.01% 1118
2026
Q1 		– Sell
-13,623
Closed -$1.17M – 4849
2025
Q4 		$1.17M Buy
+13,623
New +$1.21M ﹤0.01% 1627
2025
Q3 		– Sell
-18,203
Closed -$1.25M – 3778
2025
Q2 		$1.25M Sell
18,203
-8,095
-31% -$557K 0.01% 1156
2025
Q1 		$2M Buy
26,298
+19,384
+280% +$1.83M 0.01% 810
2024
Q4 		$757K Buy
+6,914
New +$637K ﹤0.01% 1231
2024
Q2 		– Sell
-4,406
Closed -$373K – 3215
2024
Q1 		$373K Buy
+4,406
New +$397K ﹤0.01% 1421
2023
Q4 		– Sell
-10,814
Closed -$1.09M – 3165
2023
Q3 		$1.09M Buy
+10,814
New +$1.12M 0.01% 919
2022
Q1 		– Sell
-8,697
Closed -$1.13M – 3960
2021
Q4 		$1.13M Buy
+8,697
New +$1.23M 0.01% 1010
2021
Q1 		– Sell
-6,731
Closed -$616K – 3210
2020
Q4 		$616K Buy
+6,731
New +$473K 0.01% 917
2019
Q4 		– Sell
-7,999
Closed -$350K – 1702
2019
Q3 		$350K Buy
+7,999
New +$421K 0.02% 857

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

HRT Financial's WK Position: Q2 2026 in Review

HRT Financial opened a new position in Workiva (WK) in Q2 2026: 109,498 shares worth $5.31M. The stake represents 0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: HRT Financial previously reported a position in WK as recently as Q4 2025.

HRT Financial first reported a position in WK in Q3 2019 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • HRT Financial held 109,498 shares of Workiva worth $5.31M as of Q2 2026.
  • Workiva was a new HRT Financial position in Q2 2026.
  • Workiva made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1118 holding.
  • HRT Financial first reported a position in Workiva in Q3 2019 and has held it in 10 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.