INTECH Investment Management’s Workiva WK Stock Holding History

INTECH Investment Management’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	$600K	Buy	12,362 +1,087	+10%	+$56K	0.01%	1266
2026 Q1	$672K	Sell	11,275 -6,526	-37%	-$455K	0.01%	1196
2025 Q4	$1.54M	Hold	17,801	–	–	0.01%	884
2025 Q3	$1.53M	Sell	17,801 -4,176	-19%	-$314K	0.01%	933
2025 Q2	$1.5M	Sell	21,977 -6,141	-22%	-$422K	0.01%	953
2025 Q1	$2.13M	Buy	28,118 +8,866	+46%	+$837K	0.02%	715
2024 Q4	$2.11M	Buy	19,252 +8,352	+77%	+$770K	0.02%	686
2024 Q3	$862K	Buy	+10,900	New	+$818K	0.01%	897

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 $3.38T AUM 44.17% 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

INTECH Investment Management's WK Position: Q2 2026 in Review

INTECH Investment Management increased its Workiva (WK) stake by 9.6% in Q2 2026, buying an estimated $56K and bringing the position to 12,362 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #1266.

INTECH Investment Management first reported a position in WK in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

INTECH Investment Management held 12,362 shares of Workiva worth $600K as of Q2 2026.
INTECH Investment Management bought 1,087 Workiva shares in Q2 2026, an estimated $56K.
Workiva made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1266 holding.
INTECH Investment Management first reported a position in Workiva in Q3 2024 and has held it in 8 quarters since.
INTECH Investment Management's Workiva position peaked at $2.13M in Q1 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.