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Parallel Advisors’s Workiva WK Stock Holding History

Parallel 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 		$11.4K Buy
234
+69
+42% +$3.55K ﹤0.01% 2892
2026
Q1 		$9.84K Buy
165
+77
+88% +$5.37K ﹤0.01% 2765
2025
Q4 		$7.59K Buy
88
+50
+132% +$4.43K ﹤0.01% 2712
2025
Q3 		$3.27K Sell
38
-14
-27% -$1.05K ﹤0.01% 2930
2025
Q2 		$3.56K Sell
52
-51
-50% -$3.51K ﹤0.01% 2862
2025
Q1 		$7.82K Hold
103
– – ﹤0.01% 2533
2024
Q4 		$11.3K Sell
103
-6
-6% -$553 ﹤0.01% 2372
2024
Q3 		$8.62K Sell
109
-7
-6% -$526 ﹤0.01% 2446
2024
Q2 		$8.47K Sell
116
-93
-44% -$7.32K ﹤0.01% 2372
2024
Q1 		$17.7K Buy
209
+23
+12% +$2.07K ﹤0.01% 2046
2023
Q4 		$18.9K Sell
186
-130
-41% -$12.5K ﹤0.01% 1983
2023
Q3 		$32K Buy
316
+79
+33% +$8.21K ﹤0.01% 1616
2023
Q2 		$24.1K Hold
237
– – ﹤0.01% 1757
2023
Q1 		$24.3K Buy
237
+1
+0.4% +$91 ﹤0.01% 1739
2022
Q4 		$19.8K Buy
236
+103
+77% +$7.98K ﹤0.01% 1715
2022
Q3 		$10K Buy
133
+29
+28% +$1.98K ﹤0.01% 2011
2022
Q2 		$7K Buy
104
+49
+89% +$4.08K ﹤0.01% 2151
2022
Q1 		$6K Sell
55
-168
-75% -$18.6K ﹤0.01% 2261
2021
Q4 		$29K Buy
223
+51
+30% +$7.19K ﹤0.01% 1611
2021
Q3 		$24K Buy
172
+78
+83% +$10.6K ﹤0.01% 1645
2021
Q2 		$10K Buy
94
+82
+683% +$7.96K ﹤0.01% 2012
2021
Q1 		$1K Buy
+12
New +$1.19K ﹤0.01% 2711

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

Parallel Advisors's WK Position: Q2 2026 in Review

Parallel Advisors increased its Workiva (WK) stake by 42% in Q2 2026, buying an estimated $3.55K and bringing the position to 234 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Parallel Advisors first reported a position in WK in Q1 2021 and has held it in 22 quarters since. The position peaked at $32K in Q3 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Parallel Advisors held 234 shares of Workiva worth $11.4K as of Q2 2026.
  • Parallel Advisors bought 69 Workiva shares in Q2 2026, an estimated $3.55K.
  • Workiva made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2892 holding.
  • Parallel Advisors first reported a position in Workiva in Q1 2021 and has held it in 22 quarters since.
  • Parallel Advisors's Workiva position peaked at $32K in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.