IC
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IEQ Capital’s Workiva WK Stock Holding History

IEQ Capital’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 		$1.79M Buy
36,881
+7,990
+28% +$412K 0.01% 853
2026
Q1 		$1.72M Sell
28,891
-39,334
-58% -$2.74M 0.01% 829
2025
Q4 		$5.88M Buy
68,225
+45,060
+195% +$3.99M 0.02% 479
2025
Q3 		$1.99M Buy
23,165
+14,770
+176% +$1.11M 0.01% 765
2025
Q2 		$575K Buy
8,395
+5,025
+149% +$346K ﹤0.01% 1098
2025
Q1 		$256K Buy
+3,370
New +$318K ﹤0.01% 1253

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 $3.37T 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

IEQ Capital's WK Position: Q2 2026 in Review

IEQ Capital increased its Workiva (WK) stake by 28% in Q2 2026, buying an estimated $412K and bringing the position to 36,881 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #853.

IEQ Capital first reported a position in WK in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.88M in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • IEQ Capital held 36,881 shares of Workiva worth $1.79M as of Q2 2026.
  • IEQ Capital bought 7,990 Workiva shares in Q2 2026, an estimated $412K.
  • Workiva made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #853 holding.
  • IEQ Capital first reported a position in Workiva in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's Workiva position peaked at $5.88M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.