InceptionR’s Workiva WK Stock Holding History

InceptionR’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	$579K	Buy	+11,929	New	+$614K	0.14%	269
2026 Q1	–	Sell	-6,481	Closed	-$559K	–	935
2025 Q4	$559K	Buy	+6,481	New	+$574K	0.16%	246
2025 Q2	–	Sell	-3,655	Closed	-$277K	–	872
2025 Q1	$277K	Buy	+3,655	New	+$345K	0.08%	395
2024 Q4	–	Sell	-4,979	Closed	-$394K	–	894
2024 Q3	$394K	Sell	4,979 -1,277	-20%	-$95.9K	0.1%	385
2024 Q2	$457K	Buy	+6,256	New	+$492K	0.13%	306
2023 Q4	–	Sell	-5,893	Closed	-$597K	–	541
2023 Q3	$597K	Buy	+5,893	New	+$612K	0.34%	108
2023 Q2	–	Sell	-7,540	Closed	-$772K	–	628
2023 Q1	$772K	Buy	+7,540	New	+$683K	0.25%	158

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

InceptionR's WK Position: Q2 2026 in Review

InceptionR opened a new position in Workiva (WK) in Q2 2026: 11,929 shares worth $579K. The stake represents 0.14% of the portfolio and ranks #269 among its holdings. This is a return to the name: InceptionR previously reported a position in WK as recently as Q4 2025.

InceptionR first reported a position in WK in Q1 2023 and has held it in 7 quarters since. The position peaked at $772K in Q1 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

InceptionR held 11,929 shares of Workiva worth $579K as of Q2 2026.
Workiva was a new InceptionR position in Q2 2026.
Workiva made up 0.14% of InceptionR's portfolio in Q2 2026, its #269 holding.
InceptionR first reported a position in Workiva in Q1 2023 and has held it in 7 quarters since.
InceptionR's Workiva position peaked at $772K in Q1 2023.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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