JFG
WK icon

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
Q2 		$4.25M Buy
87,532
+1,032
+1% +$53.2K 0.03% 426
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Jefferies Financial Group's WK Position: Q2 2026 in Review

Jefferies Financial Group increased its Workiva (WK) stake by 1.2% in Q2 2026, buying an estimated $53.2K and bringing the position to 87,532 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #426.

Jefferies Financial Group first reported a position in WK in Q1 2023 and has held it in 10 quarters since. The position peaked at $29.9M in Q3 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Jefferies Financial Group held 87,532 shares of Workiva worth $4.25M as of Q2 2026.
  • Jefferies Financial Group bought 1,032 Workiva shares in Q2 2026, an estimated $53.2K.
  • Workiva made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #426 holding.
  • Jefferies Financial Group first reported a position in Workiva in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Workiva position peaked at $29.9M in Q3 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.