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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
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 $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

IEQ Capital's WK Position: Q1 2026 in Review

IEQ Capital reduced its Workiva (WK) stake by 58% in Q1 2026, selling an estimated $2.74M and leaving 28,891 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #829.

IEQ Capital first reported a position in WK in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.88M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • IEQ Capital held 28,891 shares of Workiva worth $1.72M as of Q1 2026.
  • IEQ Capital sold 39,334 Workiva shares in Q1 2026, an estimated $2.74M.
  • Workiva made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #829 holding.
  • IEQ Capital first reported a position in Workiva in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's Workiva position peaked at $5.88M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.