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Panagora Asset Management’s Workiva WK Stock Holding History

Panagora Asset 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
-85,664
Closed -$7.39M – 1287
2025
Q4 		$7.39M Buy
85,664
+21,295
+33% +$1.89M 0.03% 333
2025
Q3 		$5.54M Buy
+64,369
New +$4.84M 0.02% 352
2022
Q4 		– Sell
-17,496
Closed -$1.36M – 1515
2022
Q3 		$1.36M Buy
+17,496
New +$1.19M 0.01% 738
2021
Q3 		– Sell
-42
Closed -$5K – 2396
2021
Q2 		$5K Sell
42
-1,185
-97% -$115K ﹤0.01% 2502
2021
Q1 		$108K Sell
1,227
-15,795
-93% -$1.56M ﹤0.01% 1981
2020
Q4 		$1.56M Sell
17,022
-46,652
-73% -$3.28M 0.01% 795
2020
Q3 		$3.55M Buy
63,674
+5,435
+9% +$302K 0.02% 481
2020
Q2 		$3.12M Buy
58,239
+33,960
+140% +$1.39M 0.02% 530
2020
Q1 		$785K Buy
24,279
+19,964
+463% +$830K 0.01% 936
2019
Q4 		$181K Sell
4,315
-139
-3% -$5.86K ﹤0.01% 1642
2019
Q3 		$195K Buy
+4,454
New +$235K ﹤0.01% 1636
2018
Q1 		– Sell
-73
Closed -$2K – 2408
2017
Q4 		$2K Hold
73
– – ﹤0.01% 2277
2017
Q3 		$2K Buy
+73
New +$1.45K ﹤0.01% 2284
2015
Q2 		– Sell
-64,181
Closed -$924K – 2476
2015
Q1 		$924K Buy
+64,181
New +$891K ﹤0.01% 1096

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Panagora Asset Management's WK Position: Q1 2026 in Review

Panagora Asset Management sold out of Workiva (WK) in Q1 2026, closing a stake of 85,664 shares — an estimated $7.39M sold.

Panagora Asset Management first reported a position in WK in Q1 2015 and held it in 14 quarters. The position peaked at $7.39M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Panagora Asset Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Panagora Asset Management sold 85,664 Workiva shares in Q1 2026, an estimated $7.39M.
  • Panagora Asset Management first reported a position in Workiva in Q1 2015 and held it in 14 quarters.
  • Panagora Asset Management's Workiva position peaked at $7.39M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Panagora Asset Management's 13F filing for Q1 2026, filed 14 May 2026.