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NewEdge Advisors’s Workiva WK Stock Holding History

NewEdge Advisors’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 		$123K Buy
+2,543
New +$131K ﹤0.01% 2895
2024
Q4 		– Sell
-20
Closed -$1.58K – 4035
2024
Q3 		$1.58K Sell
20
-6
-23% -$450 ﹤0.01% 3432
2024
Q2 		$1.9K Hold
26
– – ﹤0.01% 3346
2024
Q1 		$2.21K Sell
26
-551
-95% -$49.6K ﹤0.01% 3346
2023
Q4 		$58.6K Sell
577
-1,990
-78% -$192K ﹤0.01% 2183
2023
Q3 		$260K Buy
2,567
+14
+0.5% +$1.46K ﹤0.01% 1502
2023
Q2 		$260K Buy
2,553
+43
+2% +$4.13K ﹤0.01% 1519
2023
Q1 		$257K Sell
2,510
-357
-12% -$32.4K ﹤0.01% 1435
2022
Q4 		$26.7K Buy
+2,867
New +$222K ﹤0.01% 2015
2022
Q1 		– Sell
-2,552
Closed -$333K – 1657
2021
Q4 		$333K Sell
2,552
-10
-0.4% -$1.41K 0.01% 1270
2021
Q3 		$361K Buy
2,562
+65
+3% +$8.81K 0.01% 844
2021
Q2 		$278K Buy
2,497
+118
+5% +$11.5K 0.01% 939
2021
Q1 		$210K Buy
2,379
+49
+2% +$4.85K 0.01% 932
2020
Q4 		$213K Buy
+2,330
New +$164K 0.01% 880

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

NewEdge Advisors's WK Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Workiva (WK) in Q2 2026: 2,543 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #2895 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in WK as recently as Q3 2024.

NewEdge Advisors first reported a position in WK in Q4 2020 and has held it in 14 quarters since. The position peaked at $361K in Q3 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • NewEdge Advisors held 2,543 shares of Workiva worth $123K as of Q2 2026.
  • Workiva was a new NewEdge Advisors position in Q2 2026.
  • Workiva made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2895 holding.
  • NewEdge Advisors first reported a position in Workiva in Q4 2020 and has held it in 14 quarters since.
  • NewEdge Advisors's Workiva position peaked at $361K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.