Mackenzie Financial
WK icon

Mackenzie Financial’s Workiva WK Stock Holding History

Mackenzie 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 		$1.02M Buy
+21,115
New +$1.09M ﹤0.01% 1186
2026
Q1 		– Sell
-3,151
Closed -$271K – 1769
2025
Q4 		$271K Sell
3,151
-131
-4% -$11.6K ﹤0.01% 1418
2025
Q3 		$283K Hold
3,282
– – ﹤0.01% 1444
2025
Q2 		$225K Buy
3,282
+17
+0.5% +$1.17K ﹤0.01% 1512
2025
Q1 		$248K Sell
3,265
-17
-0.5% -$1.61K ﹤0.01% 1448
2024
Q4 		$359K Hold
3,282
– – ﹤0.01% 1308
2024
Q3 		$260K Buy
3,282
+312
+11% +$23.4K ﹤0.01% 1256
2024
Q2 		$217K Hold
2,970
– – ﹤0.01% 1315
2024
Q1 		$252K Hold
2,970
– – ﹤0.01% 1256
2023
Q4 		$302K Buy
2,970
+108
+4% +$10.4K ﹤0.01% 1149
2023
Q3 		$279K Buy
+2,862
New +$297K ﹤0.01% 1163
2023
Q2 		– Sell
-14,183
Closed -$1.45M – 1652
2023
Q1 		$1.45M Buy
14,183
+10,010
+240% +$907K ﹤0.01% 788
2022
Q4 		$350K Sell
4,173
-157
-4% -$12.2K ﹤0.01% 1042
2022
Q3 		$337K Buy
4,330
+47
+1% +$3.21K ﹤0.01% 1049
2022
Q2 		$283K Buy
4,283
+974
+29% +$81.1K ﹤0.01% 1119
2022
Q1 		$390K Sell
3,309
-39
-1% -$4.31K ﹤0.01% 1042
2021
Q4 		$437K Buy
3,348
+891
+36% +$126K ﹤0.01% 1022
2021
Q3 		$346K Buy
+2,457
New +$333K ﹤0.01% 1085
2019
Q3 		– Sell
-3,750
Closed -$218K – 1108
2019
Q2 		$218K Buy
+3,750
New +$201K ﹤0.01% 1023

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

Mackenzie Financial's WK Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Workiva (WK) in Q2 2026: 21,115 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in WK as recently as Q4 2025.

Mackenzie Financial first reported a position in WK in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.45M in Q1 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Mackenzie Financial held 21,115 shares of Workiva worth $1.02M as of Q2 2026.
  • Workiva was a new Mackenzie Financial position in Q2 2026.
  • Workiva made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1186 holding.
  • Mackenzie Financial first reported a position in Workiva in Q2 2019 and has held it in 19 quarters since.
  • Mackenzie Financial's Workiva position peaked at $1.45M in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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