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Lavelle Capital’s Workiva WK Stock Holding History

Lavelle Capital’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 		$718K Hold
14,805
– – 0.31% 48
2026
Q1 		$883K Hold
14,805
– – 0.55% 38
2025
Q4 		$1.28M Buy
+14,805
New +$1.31M 0.81% 32

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

Lavelle Capital's WK Position: Q2 2026 in Review

Lavelle Capital held its Workiva (WK) position steady in Q2 2026 at 14,805 shares worth $718K. The position accounts for 0.31% of the portfolio, ranked #48.

Lavelle Capital first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Lavelle Capital held 14,805 shares of Workiva worth $718K as of Q2 2026.
  • Lavelle Capital left its Workiva share count unchanged in Q2 2026.
  • Workiva made up 0.31% of Lavelle Capital's portfolio in Q2 2026, its #48 holding.
  • Lavelle Capital first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Lavelle Capital's Workiva position peaked at $1.28M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.