ISL
WK icon

Ingalls & Snyder LLC’s Workiva WK Stock Holding History

Ingalls & Snyder LLC’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 		$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

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

Ingalls & Snyder LLC's WK Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its Workiva (WK) stake by 90% in Q1 2026, selling an estimated $2.79M and leaving 4,366 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #389.

Ingalls & Snyder LLC first reported a position in WK in Q3 2018 and has held it in 29 quarters since. The position peaked at $7.97M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Ingalls & Snyder LLC held 4,366 shares of Workiva worth $260K as of Q1 2026.
  • Ingalls & Snyder LLC sold 40,039 Workiva shares in Q1 2026, an estimated $2.79M.
  • Workiva made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #389 holding.
  • Ingalls & Snyder LLC first reported a position in Workiva in Q3 2018 and has held it in 29 quarters since.
  • Ingalls & Snyder LLC's Workiva position peaked at $7.97M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.