Ingalls & Snyder LLC’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,366
| Closed | -$260K | – | 501 |
|
|
2026
Q1 | $260K | Sell |
4,366
-40,039
| -90% | -$2.79M | 0.01% | 389 |
|
|
2025
Q4 | $3.83M | Buy |
44,405
+422
| +1% | +$37.4K | 0.14% | 113 |
|
|
2025
Q3 | $3.79M | Buy |
43,983
+529
| +1% | +$39.7K | 0.12% | 111 |
|
|
2025
Q2 | $2.97M | Sell |
43,454
-29,763
| -41% | -$2.05M | 0.11% | 130 |
|
|
2025
Q1 | $5.56M | Buy |
73,217
+398
| +0.5% | +$37.6K | 0.18% | 82 |
|
|
2024
Q4 | $7.97M | Buy |
72,819
+2,466
| +4% | +$227K | 0.31% | 59 |
|
|
2024
Q3 | $5.57M | Sell |
70,353
-896
| -1% | -$67.3K | 0.22% | 79 |
|
|
2024
Q2 | $5.2M | Buy |
71,249
+509
| +0.7% | +$40.1K | 0.22% | 77 |
|
|
2024
Q1 | $6M | Buy |
70,740
+20,862
| +42% | +$1.88M | 0.26% | 69 |
|
|
2023
Q4 | $5.06M | Buy |
49,878
+438
| +0.9% | +$42.2K | 0.23% | 73 |
|
|
2023
Q3 | $5.01M | Sell |
49,440
-4,647
| -9% | -$483K | 0.24% | 73 |
|
|
2023
Q2 | $5.5M | Sell |
54,087
-2,589
| -5% | -$249K | 0.26% | 70 |
|
|
2023
Q1 | $5.8M | Buy |
56,676
+518
| +0.9% | +$46.9K | 0.3% | 61 |
|
|
2022
Q4 | $4.72M | Sell |
56,158
-284
| -0.5% | -$22K | 0.26% | 71 |
|
|
2022
Q3 | $4.39M | Sell |
56,442
-34
| -0.1% | -$2.32K | 0.25% | 71 |
|
|
2022
Q2 | $3.73M | Buy |
56,476
+899
| +2% | +$74.8K | 0.19% | 86 |
|
|
2022
Q1 | $6.56M | Sell |
55,577
-118
| -0.2% | -$13K | 0.29% | 66 |
|
|
2021
Q4 | $7.27M | Sell |
55,695
-142
| -0.3% | -$20K | 0.33% | 60 |
|
|
2021
Q3 | $7.87M | Sell |
55,837
-1,797
| -3% | -$243K | 0.36% | 59 |
|
|
2021
Q2 | $6.42M | Buy |
57,634
+4,583
| +9% | +$445K | 0.28% | 71 |
|
|
2021
Q1 | $4.68M | Buy |
53,051
+776
| +1% | +$76.8K | 0.22% | 90 |
|
|
2020
Q4 | $4.79M | Buy |
52,275
+2,043
| +4% | +$143K | 0.24% | 82 |
|
|
2020
Q3 | $2.8M | Sell |
50,232
-4,563
| -8% | -$254K | 0.19% | 96 |
|
|
2020
Q2 | $2.93M | Buy |
54,795
+19,344
| +55% | +$793K | 0.17% | 106 |
|
|
2020
Q1 | $1.15M | Buy |
35,451
+8,777
| +33% | +$365K | 0.08% | 182 |
|
|
2019
Q4 | $1.12M | Buy |
26,674
+21,249
| +392% | +$895K | 0.06% | 190 |
|
|
2019
Q3 | $238K | Buy |
+5,425
| New | +$286K | 0.01% | 372 |
|
|
2019
Q1 | – | Sell |
-5,775
| Closed | -$207K | – | 430 |
|
|
2018
Q4 | $207K | Sell |
5,775
-1,675
| -22% | -$58.9K | 0.01% | 380 |
|
|
2018
Q3 | $294K | Buy |
+7,450
| New | +$232K | 0.01% | 361 |
|
Other funds holding WK
JCAM
EDRH
Ingalls & Snyder LLC's WK Position: Q2 2026 in Review
Ingalls & Snyder LLC sold out of Workiva (WK) in Q2 2026, closing a stake of 4,366 shares — an estimated $260K sold.
Ingalls & Snyder LLC first reported a position in WK in Q3 2018 and held it in 29 quarters. The position peaked at $7.97M in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.
- Ingalls & Snyder LLC reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
- Ingalls & Snyder LLC sold 4,366 Workiva shares in Q2 2026, an estimated $260K.
- Ingalls & Snyder LLC first reported a position in Workiva in Q3 2018 and held it in 29 quarters.
- Ingalls & Snyder LLC's Workiva position peaked at $7.97M in Q4 2024.
- 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.
Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.