Morgan Stanley
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Morgan Stanley’s Workiva WK Stock Holding History

Morgan Stanley’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 		$18M Sell
302,275
-963,418
-76% -$67.2M ﹤0.01% 3054
2025
Q4 		$109M Buy
1,265,693
+220,159
+21% +$19.5M 0.01% 1377
2025
Q3 		$90M Buy
1,045,534
+754,104
+259% +$56.7M 0.01% 1493
2025
Q2 		$19.9M Buy
291,430
+74,783
+35% +$5.14M ﹤0.01% 2809
2025
Q1 		$16.4M Sell
216,647
-51,751
-19% -$4.89M ﹤0.01% 2885
2024
Q4 		$29.4M Sell
268,398
-178,127
-40% -$16.4M ﹤0.01% 2361
2024
Q3 		$35.3M Buy
446,525
+152,901
+52% +$11.5M ﹤0.01% 2198
2024
Q2 		$21.4M Buy
293,624
+2,364
+0.8% +$186K ﹤0.01% 2586
2024
Q1 		$24.7M Sell
291,260
-233,956
-45% -$21.1M ﹤0.01% 2469
2023
Q4 		$53.3M Buy
525,216
+329,184
+168% +$31.7M ﹤0.01% 2378
2023
Q3 		$19.9M Sell
196,032
-65,923
-25% -$6.85M ﹤0.01% 2459
2023
Q2 		$26.6M Buy
261,955
+3,006
+1% +$289K ﹤0.01% 2171
2023
Q1 		$26.5M Buy
258,949
+28,211
+12% +$2.56M ﹤0.01% 2126
2022
Q4 		$19.4M Buy
230,738
+108,232
+88% +$8.39M ﹤0.01% 2375
2022
Q3 		$9.53M Sell
122,506
-10,803
-8% -$738K ﹤0.01% 3028
2022
Q2 		$8.8M Buy
133,309
+76,143
+133% +$6.34M ﹤0.01% 3197
2022
Q1 		$6.75M Sell
57,166
-22,954
-29% -$2.54M ﹤0.01% 3357
2021
Q4 		$10.5M Sell
80,120
-2,280
-3% -$322K ﹤0.01% 2908
2021
Q3 		$11.6M Sell
82,400
-32,850
-29% -$4.45M ﹤0.01% 2715
2021
Q2 		$12.8M Buy
115,250
+21,779
+23% +$2.11M ﹤0.01% 2681
2021
Q1 		$8.25M Sell
93,471
-46,855
-33% -$4.64M ﹤0.01% 2847
2020
Q4 		$12.9M Buy
140,326
+98,776
+238% +$6.94M ﹤0.01% 2258
2020
Q3 		$2.32M Sell
41,550
-63,152
-60% -$3.51M ﹤0.01% 3530
2020
Q2 		$5.6M Buy
104,702
+71,009
+211% +$2.91M ﹤0.01% 2551
2020
Q1 		$1.09M Sell
33,693
-247,241
-88% -$10.3M ﹤0.01% 3889
2019
Q4 		$11.8M Buy
280,934
+159,668
+132% +$6.73M ﹤0.01% 2230
2019
Q3 		$5.32M Buy
121,266
+11,914
+11% +$628K ﹤0.01% 2814
2019
Q2 		$6.35M Buy
109,352
+10,342
+10% +$554K ﹤0.01% 2674
2019
Q1 		$5.02M Sell
99,010
-562,517
-85% -$24.7M ﹤0.01% 2708
2018
Q4 		$23.7M Sell
661,527
-50,256
-7% -$1.77M 0.01% 1323
2018
Q3 		$28.1M Buy
711,783
+42,766
+6% +$1.33M 0.01% 1376
2018
Q2 		$16.3M Buy
669,017
+65,627
+11% +$1.65M ﹤0.01% 1843
2018
Q1 		$14.3M Buy
603,390
+467,627
+344% +$10.8M ﹤0.01% 2001
2017
Q4 		$2.9M Buy
135,763
+10,248
+8% +$225K ﹤0.01% 3675
2017
Q3 		$2.62M Sell
125,515
-60,572
-33% -$1.2M ﹤0.01% 3618
2017
Q2 		$3.54M Sell
186,087
-127,772
-41% -$2.26M ﹤0.01% 3249
2017
Q1 		$4.91M Sell
313,859
-966,620
-75% -$13.6M ﹤0.01% 2877
2016
Q4 		$17.5M Sell
1,280,479
-319,435
-20% -$4.9M 0.01% 1666
2016
Q3 		$29M Sell
1,599,914
-45,186
-3% -$733K 0.01% 1183
2016
Q2 		$22.5M Sell
1,645,100
-30,125
-2% -$382K 0.01% 1331
2016
Q1 		$19.5M Sell
1,675,225
-70,019
-4% -$923K 0.01% 1323
2015
Q4 		$30.7M Buy
1,745,244
+14,747
+0.9% +$255K 0.01% 1110
2015
Q3 		$26.3M Buy
1,730,497
+1,003,983
+138% +$14.5M 0.01% 1180
2015
Q2 		$10M Buy
726,514
+716,749
+7,340% +$10M ﹤0.01% 2105
2015
Q1 		$140K Sell
9,765
-979,068
-99% -$13.6M ﹤0.01% 5386
2014
Q4 		$13.3M Buy
+988,833
New +$13.5M ﹤0.01% 1804

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

Morgan Stanley's WK Position: Q1 2026 in Review

Morgan Stanley reduced its Workiva (WK) stake by 76% in Q1 2026, selling an estimated $67.2M and leaving 302,275 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Morgan Stanley first reported a position in WK in Q4 2014 and has held it in 46 quarters since. The position peaked at $109M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Morgan Stanley held 302,275 shares of Workiva worth $18M as of Q1 2026.
  • Morgan Stanley sold 963,418 Workiva shares in Q1 2026, an estimated $67.2M.
  • Workiva made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3054 holding.
  • Morgan Stanley first reported a position in Workiva in Q4 2014 and has held it in 46 quarters since.
  • Morgan Stanley's Workiva position peaked at $109M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.