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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

HRT Financial's WK Position: Q1 2026 in Review

HRT Financial sold out of Workiva (WK) in Q1 2026, closing a stake of 13,623 shares — an estimated $1.17M sold.

HRT Financial first reported a position in WK in Q3 2019 and held it in 9 quarters. The position peaked at $2M in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • HRT Financial reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 13,623 Workiva shares in Q1 2026, an estimated $1.17M.
  • HRT Financial first reported a position in Workiva in Q3 2019 and held it in 9 quarters.
  • HRT Financial's Workiva position peaked at $2M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.