Jefferies Financial Group’s Workiva WK Stock Holding History

Jefferies Financial Group’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	$5.16M	Sell	86,500 -214,219	-71%	-$14.9M	0.04%	346
2025 Q4	$25.9M	Sell	300,719 -46,090	-13%	-$4.08M	0.13%	154
2025 Q3	$29.9M	Buy	346,809 +177,754	+105%	+$13.4M	0.14%	107
2025 Q2	$11.6M	Buy	169,055 +165,728	+4,981%	+$11.4M	0.1%	145
2025 Q1	$253K	Buy	+3,327	New	+$314K	﹤0.01%	1301
2024 Q3	–	Sell	-3,201	Closed	-$234K	–	1804
2024 Q2	$234K	Buy	+3,201	New	+$252K	﹤0.01%	1187
2023 Q4	–	Sell	-5,671	Closed	-$575K	–	2031
2023 Q3	$575K	Sell	5,671 -2,129	-27%	-$221K	0.01%	1018
2023 Q2	$793K	Sell	7,800 -9,170	-54%	-$882K	0.01%	1015
2023 Q1	$1.74M	Buy	+16,970	New	+$1.54M	0.01%	704

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jefferies Financial Group's WK Position: Q1 2026 in Review

Jefferies Financial Group reduced its Workiva (WK) stake by 71% in Q1 2026, selling an estimated $14.9M and leaving 86,500 shares worth $5.16M. The position accounts for 0.04% of the portfolio, ranked #346.

Jefferies Financial Group first reported a position in WK in Q1 2023 and has held it in 9 quarters since. The position peaked at $29.9M in Q3 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Jefferies Financial Group held 86,500 shares of Workiva worth $5.16M as of Q1 2026.
Jefferies Financial Group sold 214,219 Workiva shares in Q1 2026, an estimated $14.9M.
Workiva made up 0.04% of Jefferies Financial Group's portfolio in Q1 2026, its #346 holding.
Jefferies Financial Group first reported a position in Workiva in Q1 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Workiva position peaked at $29.9M in Q3 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.