Paladin Advisory Group’s Workiva WK Stock Holding History

Paladin Advisory Group’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 Q3	$105K	Hold	1,570	–	–	0.07%	118
2026 Q2	$76.2K	Hold	1,570	–	–	0.05%	137
2026 Q1	$93.6K	Sell	1,570 -287	-15%	-$20K	0.07%	123
2025 Q4	$160K	Hold	1,857	–	–	0.12%	93
2025 Q3	$160K	Hold	1,857	–	–	0.12%	90
2025 Q2	$127K	Hold	1,857	–	–	0.1%	100
2025 Q1	$141K	Hold	1,857	–	–	0.11%	98
2024 Q4	$203K	Hold	1,857	–	–	0.16%	82
2024 Q3	$147K	Hold	1,857	–	–	0.11%	99
2024 Q2	$133K	Hold	1,857	–	–	0.1%	100
2024 Q1	$155K	Hold	1,857	–	–	0.12%	95
2023 Q4	$189K	Hold	1,857	–	–	0.16%	88
2023 Q3	$188K	Hold	1,857	–	–	0.16%	91
2023 Q2	$189K	Hold	1,857	–	–	0.15%	96
2023 Q1	$190K	Buy	+1,857	New	+$168K	0.16%	99
2022 Q2	–	Sell	-1,857	Closed	-$155K	–	535
2022 Q1	$227K	Buy	+1,857	New	+$205K	0.18%	90

Other funds holding WK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Paladin Advisory Group's WK Position: Q3 2026 in Review

Paladin Advisory Group held its Workiva (WK) position steady in Q3 2026 at 1,570 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #118.

Paladin Advisory Group first reported a position in WK in Q1 2022 and has held it in 16 quarters since. The position peaked at $227K in Q1 2022. 150 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Paladin Advisory Group held 1,570 shares of Workiva worth $105K as of Q3 2026.
Paladin Advisory Group left its Workiva share count unchanged in Q3 2026.
Workiva made up 0.07% of Paladin Advisory Group's portfolio in Q3 2026, its #118 holding.
Paladin Advisory Group first reported a position in Workiva in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Workiva position peaked at $227K in Q1 2022.
150 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.