Loomis, Sayles & Company
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Loomis, Sayles & Company’s Workiva WK Stock Holding History

Loomis, Sayles & Company’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 		$23.6M Sell
487,357
-27,579
-5% -$1.42M 0.03% 226
2026
Q1 		$30.7M Buy
514,936
+61,485
+14% +$4.29M 0.04% 164
2025
Q4 		$39.1M Sell
453,451
-37,485
-8% -$3.32M 0.05% 139
2025
Q3 		$42.3M Sell
490,936
-153,695
-24% -$11.5M 0.05% 130
2025
Q2 		$44.1M Sell
644,631
-152,552
-19% -$10.5M 0.06% 118
2025
Q1 		$60.5M Sell
797,183
-17,399
-2% -$1.64M 0.09% 86
2024
Q4 		$89.2M Buy
814,582
+86,207
+12% +$7.95M 0.11% 74
2024
Q3 		$57.6M Buy
728,375
+86,746
+14% +$6.51M 0.08% 109
2024
Q2 		$46.8M Sell
641,629
-45,497
-7% -$3.58M 0.06% 122
2024
Q1 		$58.3M Sell
687,126
-13,882
-2% -$1.25M 0.08% 102
2023
Q4 		$71.2M Buy
701,008
+17,590
+3% +$1.7M 0.11% 87
2023
Q3 		$69.3M Buy
683,418
+419,640
+159% +$43.6M 0.12% 86
2023
Q2 		$26.8M Buy
+263,778
New +$25.4M 0.04% 210

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

Loomis, Sayles & Company's WK Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Workiva (WK) stake by 5.4% in Q2 2026, selling an estimated $1.42M and leaving 487,357 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #226.

Loomis, Sayles & Company first reported a position in WK in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.2M in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Loomis, Sayles & Company held 487,357 shares of Workiva worth $23.6M as of Q2 2026.
  • Loomis, Sayles & Company sold 27,579 Workiva shares in Q2 2026, an estimated $1.42M.
  • Workiva made up 0.03% of Loomis, Sayles & Company's portfolio in Q2 2026, its #226 holding.
  • Loomis, Sayles & Company first reported a position in Workiva in Q2 2023 and has held it in 13 quarters since.
  • Loomis, Sayles & Company's Workiva position peaked at $89.2M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.