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Legacy Bridge’s Workiva WK Stock Holding History

Legacy Bridge’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 		$323K Hold
6,664
– – 0.1% 131
2026
Q1 		$397K Hold
6,664
– – 0.15% 121
2025
Q4 		$575K Hold
6,664
– – 0.23% 108
2025
Q3 		$574K Hold
6,664
– – 0.24% 106
2025
Q2 		$456K Hold
6,664
– – 0.22% 111
2025
Q1 		$506K Hold
6,664
– – 0.28% 107
2024
Q4 		$730K Sell
6,664
-1,790
-21% -$165K 0.38% 87
2024
Q3 		$669K Hold
8,454
– – 0.36% 95
2024
Q2 		$617K Sell
8,454
-10,710
-56% -$843K 0.36% 89
2024
Q1 		$1.63M Sell
19,164
-1,100
-5% -$99.1K 0.95% 32
2023
Q4 		$2.06M Sell
20,264
-70
-0.3% -$6.75K 1.33% 11
2023
Q3 		$2.06M Hold
20,334
– – 1.47% 7
2023
Q2 		$2.07M Buy
20,334
+11,880
+141% +$1.14M 1.38% 9
2023
Q1 		$866K Hold
8,454
– – 0.6% 73
2022
Q4 		$710K Hold
8,454
– – 0.5% 80
2022
Q3 		$658K Hold
8,454
– – 0.52% 80
2022
Q2 		$558K Hold
8,454
– – 0.41% 94
2022
Q1 		$998K Hold
8,454
– – 0.58% 75
2021
Q4 		$1.1M Sell
8,454
-650
-7% -$91.7K 0.57% 76
2021
Q3 		$1.28M Sell
9,104
-533
-6% -$72.2K 0.74% 49
2021
Q2 		$1.07M Hold
9,637
– – 0.61% 75
2021
Q1 		$851K Sell
9,637
-1,050
-10% -$104K 0.55% 75
2020
Q4 		$979K Sell
10,687
-154
-1% -$10.8K 0.71% 57
2020
Q3 		$604K Hold
10,841
– – 0.55% 65
2020
Q2 		$580K Hold
10,841
– – 0.64% 56
2020
Q1 		$350K Hold
10,841
– – 0.44% 85
2019
Q4 		$456K Hold
10,841
– – 0.38% 94
2019
Q3 		$475K Hold
10,841
– – 0.45% 83
2019
Q2 		$630K Sell
10,841
-44
-0.4% -$2.36K 0.61% 61
2019
Q1 		$552K Hold
10,885
– – 0.57% 66
2018
Q4 		$391K Buy
+10,885
New +$383K 0.48% 72

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

Legacy Bridge's WK Position: Q2 2026 in Review

Legacy Bridge held its Workiva (WK) position steady in Q2 2026 at 6,664 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #131.

Legacy Bridge first reported a position in WK in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.07M in Q2 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Legacy Bridge held 6,664 shares of Workiva worth $323K as of Q2 2026.
  • Legacy Bridge left its Workiva share count unchanged in Q2 2026.
  • Workiva made up 0.1% of Legacy Bridge's portfolio in Q2 2026, its #131 holding.
  • Legacy Bridge first reported a position in Workiva in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's Workiva position peaked at $2.07M in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.