MCM
WK icon

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
Q2 		$1.79K Buy
37
+35
+1,750% +$1.8K ﹤0.01% 814
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 $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

MV Capital Management's WK Position: Q2 2026 in Review

MV Capital Management increased its Workiva (WK) stake by 1,750% in Q2 2026, buying an estimated $1.8K and bringing the position to 37 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

MV Capital Management first reported a position in WK in Q2 2024 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • MV Capital Management held 37 shares of Workiva worth $1.79K as of Q2 2026.
  • MV Capital Management bought 35 Workiva shares in Q2 2026, an estimated $1.8K.
  • Workiva made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #814 holding.
  • MV Capital Management first reported a position in Workiva in Q2 2024 and has held it in 9 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.