Joel Greenblatt’s Workiva WK Stock Holding History

Joel Greenblatt’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	–	Sell	-2,912	Closed	-$251K	–	1866
2025 Q4	$251K	Buy	+2,912	New	+$258K	﹤0.01%	1611
2023 Q4	–	Sell	-6,002	Closed	-$608K	–	1442
2023 Q3	$608K	Buy	+6,002	New	+$624K	0.01%	921
2023 Q2	–	Sell	-2,503	Closed	-$256K	–	1441
2023 Q1	$256K	Buy	+2,503	New	+$227K	0.01%	1180
2022 Q1	–	Sell	-5,355	Closed	-$699K	–	1254
2021 Q4	$699K	Sell	5,355 -5,678	-51%	-$801K	0.02%	650
2021 Q3	$1.55M	Buy	11,033 +7,126	+182%	+$965K	0.06%	369
2021 Q2	$435K	Sell	3,907 -1,700	-30%	-$165K	0.02%	724
2021 Q1	$495K	Buy	5,607 +956	+21%	+$94.6K	0.02%	685
2020 Q4	$426K	Buy	+4,651	New	+$327K	0.01%	749
2020 Q3	–	Sell	-4,623	Closed	-$247K	–	1146
2020 Q2	$247K	Buy	+4,623	New	+$189K	0.01%	907
2019 Q3	–	Sell	-5,144	Closed	-$299K	–	1232
2019 Q2	$299K	Buy	+5,144	New	+$276K	﹤0.01%	960

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Joel Greenblatt's WK Position: Q1 2026 in Review

Joel Greenblatt sold out of Workiva (WK) in Q1 2026, closing a stake of 2,912 shares — an estimated $251K sold.

Joel Greenblatt first reported a position in WK in Q2 2019 and held it in 10 quarters. The position peaked at $1.55M in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Joel Greenblatt reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
Joel Greenblatt sold 2,912 Workiva shares in Q1 2026, an estimated $251K.
Joel Greenblatt first reported a position in Workiva in Q2 2019 and held it in 10 quarters.
Joel Greenblatt's Workiva position peaked at $1.55M in Q3 2021.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.