JF
WK icon

Jump Financial’s Workiva WK Stock Holding History

Jump Financial’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 		– Sell
-43,375
Closed -$2.59M – 2520
2026
Q1 		$2.59M Buy
+43,375
New +$3.03M 0.03% 565
2025
Q3 		– Sell
-60,281
Closed -$4.13M – 2283
2025
Q2 		$4.13M Sell
60,281
-42,704
-41% -$2.94M 0.04% 480
2025
Q1 		$7.82M Buy
+102,985
New +$9.73M 0.1% 239
2024
Q1 		– Sell
-27,743
Closed -$2.82M – 2350
2023
Q4 		$2.82M Buy
27,743
+20,931
+307% +$2.02M 0.09% 267
2023
Q3 		$690K Sell
6,812
-3,887
-36% -$404K 0.03% 845
2023
Q2 		$1.09M Buy
+10,699
New +$1.03M 0.04% 639
2022
Q4 		– Sell
-18,297
Closed -$1.42M – 2069
2022
Q3 		$1.42M Sell
18,297
-6,508
-26% -$444K 0.06% 484
2022
Q2 		$1.64M Buy
24,805
+17,589
+244% +$1.46M 0.07% 394
2022
Q1 		$852K Buy
7,216
+1,511
+26% +$167K 0.04% 586
2021
Q4 		$745K Buy
5,705
+3,605
+172% +$508K 0.05% 488
2021
Q3 		$296K Buy
+2,100
New +$285K 0.02% 674
2021
Q2 		– Sell
-5,324
Closed -$470K – 1419
2021
Q1 		$470K Buy
+5,324
New +$527K 0.04% 422
2020
Q4 		– Sell
-5,090
Closed -$284K – 1200
2020
Q3 		$284K Buy
+5,090
New +$283K 0.06% 511

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

Jump Financial's WK Position: Q2 2026 in Review

Jump Financial sold out of Workiva (WK) in Q2 2026, closing a stake of 43,375 shares — an estimated $2.59M sold.

Jump Financial first reported a position in WK in Q3 2020 and held it in 13 quarters. The position peaked at $7.82M in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Jump Financial reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 43,375 Workiva shares in Q2 2026, an estimated $2.59M.
  • Jump Financial first reported a position in Workiva in Q3 2020 and held it in 13 quarters.
  • Jump Financial's Workiva position peaked at $7.82M in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.