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Leonteq Securities AG’s Workiva WK Stock Holding History

Leonteq Securities AG’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 		$91.7K Buy
1,891
+988
+109% +$50.9K ﹤0.01% 699
2026
Q1 		$53.8K Buy
903
+593
+191% +$41.4K ﹤0.01% 849
2025
Q4 		$26.7K Buy
+310
New +$27.4K ﹤0.01% 1050
2023
Q3 		– Sell
-103
Closed -$10.5K – 1299
2023
Q2 		$10.5K Sell
103
-12
-10% -$1.15K ﹤0.01% 1031
2023
Q1 		$11.8K Sell
115
-9
-7% -$816 ﹤0.01% 996
2022
Q4 		$10.4K Hold
124
– – ﹤0.01% 1045
2022
Q3 		$9.65K Hold
124
– – ﹤0.01% 1062
2022
Q2 		$8.18K Sell
124
-13
-9% -$1.08K ﹤0.01% 1112
2022
Q1 		$16.2K Hold
137
– – ﹤0.01% 1036
2021
Q4 		$17.9K Buy
+137
New +$19.3K ﹤0.01% 1069

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

Leonteq Securities AG's WK Position: Q2 2026 in Review

Leonteq Securities AG increased its Workiva (WK) stake by 109% in Q2 2026, buying an estimated $50.9K and bringing the position to 1,891 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Leonteq Securities AG first reported a position in WK in Q4 2021 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Leonteq Securities AG held 1,891 shares of Workiva worth $91.7K as of Q2 2026.
  • Leonteq Securities AG bought 988 Workiva shares in Q2 2026, an estimated $50.9K.
  • Workiva made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #699 holding.
  • Leonteq Securities AG first reported a position in Workiva in Q4 2021 and has held it in 10 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.