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Neo Ivy Capital Management’s Workiva WK Stock Holding History

Neo Ivy 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 		– Sell
-20,328
Closed -$1.75M – 514
2025
Q4 		$1.75M Buy
+20,328
New +$1.8M 0.28% 131
2019
Q4 		– Sell
-6,103
Closed -$294K – 407
2019
Q3 		$294K Buy
+6,103
New +$322K 0.19% 180

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Neo Ivy Capital Management's WK Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Workiva (WK) in Q1 2026, closing a stake of 20,328 shares — an estimated $1.75M sold.

Neo Ivy Capital Management first reported a position in WK in Q3 2019 and held it in 2 quarters. The position peaked at $1.75M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 20,328 Workiva shares in Q1 2026, an estimated $1.75M.
  • Neo Ivy Capital Management first reported a position in Workiva in Q3 2019 and held it in 2 quarters.
  • Neo Ivy Capital Management's Workiva position peaked at $1.75M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.