MCM
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MV Capital Management’s Workiva WK Stock Holding History

MV Capital 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
Q1 		$120 Buy
2
+1
+100% +$70 ﹤0.01% 1119
2025
Q4 		$87 Hold
1
– – ﹤0.01% 1116
2025
Q3 		$87 Hold
1
– – ﹤0.01% 1014
2025
Q2 		$69 Sell
1
-1
-50% -$69 ﹤0.01% 1037
2025
Q1 		$152 Buy
2
+1
+100% +$94 ﹤0.01% 949
2024
Q4 		$110 Hold
1
– – ﹤0.01% 951
2024
Q3 		$80 Hold
1
– – ﹤0.01% 977
2024
Q2 		$73 Buy
+1
New +$79 ﹤0.01% 926

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

MV Capital Management's WK Position: Q1 2026 in Review

MV Capital Management increased its Workiva (WK) stake by 100% in Q1 2026, buying an estimated $70 and bringing the position to 2 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

MV Capital Management first reported a position in WK in Q2 2024 and has held it in 8 quarters since. The position peaked at $152 in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • MV Capital Management held 2 shares of Workiva worth $120 as of Q1 2026.
  • MV Capital Management bought 1 Workiva share in Q1 2026, an estimated $70.
  • Workiva made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1119 holding.
  • MV Capital Management first reported a position in Workiva in Q2 2024 and has held it in 8 quarters since.
  • MV Capital Management's Workiva position peaked at $152 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.