I
WK icon

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
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
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

InceptionR's WK Position: Q1 2026 in Review

InceptionR sold out of Workiva (WK) in Q1 2026, closing a stake of 6,481 shares — an estimated $559K sold.

InceptionR first reported a position in WK in Q1 2023 and held it in 6 quarters. The position peaked at $772K in Q1 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • InceptionR reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 6,481 Workiva shares in Q1 2026, an estimated $559K.
  • InceptionR first reported a position in Workiva in Q1 2023 and held it in 6 quarters.
  • InceptionR's Workiva position peaked at $772K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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