Jacobs Levy Equity Management’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 | $5.79M | Buy |
119,357
+106,834
| +853% | +$5.5M | 0.02% | 409 |
|
|
2026
Q1 | $747K | Buy |
+12,523
| New | +$873K | ﹤0.01% | 761 |
|
|
2025
Q3 | – | Sell |
-229,343
| Closed | -$15.7M | – | 1131 |
|
|
2025
Q2 | $15.7M | Buy |
229,343
+127,210
| +125% | +$8.75M | 0.06% | 241 |
|
|
2025
Q1 | $7.75M | Sell |
102,133
-3,322
| -3% | -$314K | 0.03% | 380 |
|
|
2024
Q4 | $11.5M | Sell |
105,455
-122,043
| -54% | -$11.2M | 0.04% | 285 |
|
|
2024
Q3 | $18M | Buy |
+227,498
| New | +$17.1M | 0.07% | 248 |
|
|
2023
Q3 | – | Sell |
-26,938
| Closed | -$2.74M | – | 1072 |
|
|
2023
Q2 | $2.74M | Buy |
26,938
+1,800
| +7% | +$173K | 0.02% | 517 |
|
|
2023
Q1 | $2.57M | Buy |
+25,138
| New | +$2.28M | 0.02% | 529 |
|
|
2022
Q2 | – | Sell |
-5,468
| Closed | -$645K | – | 1099 |
|
|
2022
Q1 | $645K | Buy |
+5,468
| New | +$604K | ﹤0.01% | 826 |
|
|
2021
Q2 | – | Sell |
-78,059
| Closed | -$6.89M | – | 1126 |
|
|
2021
Q1 | $6.89M | Sell |
78,059
-222,694
| -74% | -$22M | 0.05% | 361 |
|
|
2020
Q4 | $27.6M | Sell |
300,753
-27,833
| -8% | -$1.95M | 0.24% | 105 |
|
|
2020
Q3 | $18.3M | Sell |
328,586
-65,628
| -17% | -$3.65M | 0.19% | 128 |
|
|
2020
Q2 | $21.1M | Buy |
394,214
+878
| +0.2% | +$36K | 0.23% | 114 |
|
|
2020
Q1 | $12.7M | Buy |
393,336
+4,513
| +1% | +$188K | 0.16% | 154 |
|
|
2019
Q4 | $16.4M | Buy |
388,823
+48,394
| +14% | +$2.04M | 0.16% | 156 |
|
|
2019
Q3 | $14.9M | Buy |
340,429
+46,670
| +16% | +$2.46M | 0.18% | 153 |
|
|
2019
Q2 | $17.1M | Buy |
293,759
+12,162
| +4% | +$652K | 0.24% | 109 |
|
|
2019
Q1 | $14.3M | Buy |
281,597
+75,790
| +37% | +$3.33M | 0.21% | 123 |
|
|
2018
Q4 | $7.39M | Buy |
205,807
+10,170
| +5% | +$357K | 0.13% | 178 |
|
|
2018
Q3 | $7.73M | Sell |
195,637
-24,503
| -11% | -$762K | 0.11% | 219 |
|
|
2018
Q2 | $5.37M | Buy |
220,140
+66,747
| +44% | +$1.68M | 0.08% | 289 |
|
|
2018
Q1 | $3.63M | Buy |
153,393
+6,164
| +4% | +$142K | 0.06% | 347 |
|
|
2017
Q4 | $3.15M | Buy |
147,229
+49,219
| +50% | +$1.08M | 0.06% | 367 |
|
|
2017
Q3 | $2.04M | Buy |
98,010
+47,089
| +92% | +$933K | 0.04% | 439 |
|
|
2017
Q2 | $970K | Buy |
50,921
+10,280
| +25% | +$182K | 0.02% | 569 |
|
|
2017
Q1 | $636K | Buy |
40,641
+1,500
| +4% | +$21.1K | 0.01% | 629 |
|
|
2016
Q4 | $534K | Buy |
39,141
+7,882
| +25% | +$121K | 0.01% | 667 |
|
|
2016
Q3 | $567K | Hold |
31,259
| – | – | 0.01% | 694 |
|
|
2016
Q2 | $427K | Sell |
31,259
-400
| -1% | -$5.07K | 0.01% | 797 |
|
|
2016
Q1 | $369K | Buy |
+31,659
| New | +$417K | 0.01% | 813 |
|
Other funds holding WK
JCAM
EDRH
Jacobs Levy Equity Management's WK Position: Q2 2026 in Review
Jacobs Levy Equity Management increased its Workiva (WK) stake by 853% in Q2 2026, buying an estimated $5.5M and bringing the position to 119,357 shares worth $5.79M. The position accounts for 0.02% of the portfolio, ranked #409.
Jacobs Levy Equity Management first reported a position in WK in Q1 2016 and has held it in 30 quarters since. The position peaked at $27.6M in Q4 2020. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.
- Jacobs Levy Equity Management held 119,357 shares of Workiva worth $5.79M as of Q2 2026.
- Jacobs Levy Equity Management bought 106,834 Workiva shares in Q2 2026, an estimated $5.5M.
- Workiva made up 0.02% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #409 holding.
- Jacobs Levy Equity Management first reported a position in Workiva in Q1 2016 and has held it in 30 quarters since.
- Jacobs Levy Equity Management's Workiva position peaked at $27.6M in Q4 2020.
- 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.