MML Investors Services
WK icon

MML Investors Services’s Workiva WK Stock Holding History

MML Investors Services’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
Q1 		– Sell
-3,889
Closed -$335K – 3187
2025
Q4 		$335K Sell
3,889
-827
-18% -$73.2K ﹤0.01% 2549
2025
Q3 		$406K Sell
4,716
-940
-17% -$70.6K ﹤0.01% 2305
2025
Q2 		$387K Sell
5,656
-85
-1% -$5.85K ﹤0.01% 2262
2025
Q1 		$436K Buy
5,741
+281
+5% +$26.5K ﹤0.01% 2074
2024
Q4 		$598K Buy
5,460
+77
+1% +$7.1K ﹤0.01% 1823
2024
Q3 		$426K Sell
5,383
-1,398
-21% -$105K ﹤0.01% 1963
2024
Q2 		$495K Sell
6,781
-1,731
-20% -$136K ﹤0.01% 1799
2024
Q1 		$722K Buy
8,512
+296
+4% +$26.7K ﹤0.01% 1599
2023
Q4 		$834K Buy
8,216
+388
+5% +$37.4K ﹤0.01% 1469
2023
Q3 		$793K Sell
7,828
-161
-2% -$16.7K ﹤0.01% 1356
2023
Q2 		$812K Sell
7,989
-507
-6% -$48.7K ﹤0.01% 1339
2023
Q1 		$870K Sell
8,496
-1,223
-13% -$111K 0.01% 1134
2022
Q4 		$816K Sell
9,719
-608
-6% -$47.1K 0.01% 1257
2022
Q3 		$803K Buy
10,327
+1,827
+21% +$125K 0.01% 1171
2022
Q2 		$561K Buy
8,500
+1,254
+17% +$104K ﹤0.01% 1345
2022
Q1 		$855K Buy
7,246
+2,992
+70% +$331K 0.01% 1173
2021
Q4 		$555K Buy
4,254
+655
+18% +$92.4K ﹤0.01% 1349
2021
Q3 		$507K Buy
3,599
+905
+34% +$123K ﹤0.01% 1346
2021
Q2 		$300K Buy
+2,694
New +$262K ﹤0.01% 1621

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

MML Investors Services's WK Position: Q1 2026 in Review

MML Investors Services sold out of Workiva (WK) in Q1 2026, closing a stake of 3,889 shares — an estimated $335K sold.

MML Investors Services first reported a position in WK in Q2 2021 and held it in 19 quarters. The position peaked at $870K in Q1 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • MML Investors Services reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 3,889 Workiva shares in Q1 2026, an estimated $335K.
  • MML Investors Services first reported a position in Workiva in Q2 2021 and held it in 19 quarters.
  • MML Investors Services's Workiva position peaked at $870K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.