Madison Asset Management’s Workiva WK Stock Holding History

Madison Asset Management’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	$4.36M	Buy	89,980 +28,228	+46%	+$1.45M	0.05%	181
2026 Q1	$3.68M	Buy	61,752 +8,614	+16%	+$601K	0.05%	189
2025 Q4	$4.58M	Buy	53,138 +341	+0.6%	+$30.2K	0.05%	179
2025 Q3	$4.54M	Sell	52,797 -10,942	-17%	-$822K	0.05%	174
2025 Q2	$4.36M	Buy	63,739 +5,478	+9%	+$377K	0.05%	181
2025 Q1	$4.42M	Buy	58,261 +16,474	+39%	+$1.56M	0.05%	171
2024 Q4	$4.58M	Buy	41,787 +13,253	+46%	+$1.22M	0.05%	174
2024 Q3	$2.26M	Buy	+28,534	New	+$2.14M	0.03%	245

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Madison Asset Management's WK Position: Q2 2026 in Review

Madison Asset Management increased its Workiva (WK) stake by 46% in Q2 2026, buying an estimated $1.45M and bringing the position to 89,980 shares worth $4.36M. The position accounts for 0.05% of the portfolio, ranked #181.

Madison Asset Management first reported a position in WK in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.58M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Madison Asset Management held 89,980 shares of Workiva worth $4.36M as of Q2 2026.
Madison Asset Management bought 28,228 Workiva shares in Q2 2026, an estimated $1.45M.
Workiva made up 0.05% of Madison Asset Management's portfolio in Q2 2026, its #181 holding.
Madison Asset Management first reported a position in Workiva in Q3 2024 and has held it in 8 quarters since.
Madison Asset Management's Workiva position peaked at $4.58M in Q4 2025.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.