Osaic Holdings
WK icon

Osaic Holdings’s Workiva WK Stock Holding History

Osaic Holdings’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 		$1.16K Hold
2
– – ﹤0.01% 7220
2025
Q4 		$4.4K Buy
+2
New +$177 ﹤0.01% 6781

Other funds holding WK

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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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

Osaic Holdings's WK Position: Q1 2026 in Review

Osaic Holdings reduced its Workiva (WK) stake by 33% in Q1 2026, selling an estimated $12.8K and leaving 376 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5778.

Osaic Holdings first reported a position in WK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.69M in Q3 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Osaic Holdings held 376 shares of Workiva worth $22.4K as of Q1 2026.
  • Osaic Holdings sold 183 Workiva shares in Q1 2026, an estimated $12.8K.
  • Workiva made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5778 holding.
  • Osaic Holdings first reported a position in Workiva in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Workiva position peaked at $1.69M in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.