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
Q2 		$530 Hold
2
– – ﹤0.01% 7635
2026
Q1 		$1.16K Hold
2
– – ﹤0.01% 7220
2025
Q4 		$4.4K Buy
+2
New +$177 ﹤0.01% 6781

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

Osaic Holdings's WK Position: Q2 2026 in Review

Osaic Holdings reduced its Workiva (WK) stake by 2.4% in Q2 2026, selling an estimated $464 and leaving 367 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6258.

Osaic Holdings first reported a position in WK in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.69M in Q3 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Osaic Holdings held 367 shares of Workiva worth $17.8K as of Q2 2026.
  • Osaic Holdings sold 9 Workiva shares in Q2 2026, an estimated $464.
  • Workiva made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6258 holding.
  • Osaic Holdings first reported a position in Workiva in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Workiva position peaked at $1.69M in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.