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Park Avenue Securities’s Workiva WK Stock Holding History

Park Avenue Securities’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
-3,774
Closed -$326K – 1720
2025
Q4 		$326K Sell
3,774
-178
-5% -$15.8K ﹤0.01% 1283
2025
Q3 		$340K Sell
3,952
-224
-5% -$16.8K ﹤0.01% 1367
2025
Q2 		$286K Sell
4,176
-198
-5% -$13.6K ﹤0.01% 1298
2025
Q1 		$332K Sell
4,374
-187
-4% -$17.7K ﹤0.01% 977
2024
Q4 		$499K Buy
4,561
+198
+5% +$18.3K 0.01% 1077
2024
Q3 		$345K Sell
4,363
-757
-15% -$56.8K ﹤0.01% 1123
2024
Q2 		$374K Sell
5,120
-2,050
-29% -$161K ﹤0.01% 1100
2024
Q1 		$608K Sell
7,170
-93
-1% -$8.38K 0.01% 871
2023
Q4 		$737K Sell
7,263
-576
-7% -$55.6K 0.01% 746
2023
Q3 		$794K Buy
+7,839
New +$815K 0.01% 659
2023
Q1 		– Sell
-8,093
Closed -$680K – 1169
2022
Q4 		$680K Sell
8,093
-205
-2% -$15.9K 0.01% 668
2022
Q3 		$646K Buy
8,298
+2,585
+45% +$176K 0.01% 624
2022
Q2 		$377K Buy
5,713
+401
+8% +$33.4K 0.01% 812
2022
Q1 		$627K Buy
5,312
+3,743
+239% +$414K 0.01% 646
2021
Q4 		$205K Buy
+1,569
New +$221K ﹤0.01% 1053

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

Park Avenue Securities's WK Position: Q1 2026 in Review

Park Avenue Securities sold out of Workiva (WK) in Q1 2026, closing a stake of 3,774 shares — an estimated $326K sold.

Park Avenue Securities first reported a position in WK in Q4 2021 and held it in 15 quarters. The position peaked at $794K in Q3 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Park Avenue Securities reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Park Avenue Securities sold 3,774 Workiva shares in Q1 2026, an estimated $326K.
  • Park Avenue Securities first reported a position in Workiva in Q4 2021 and held it in 15 quarters.
  • Park Avenue Securities's Workiva position peaked at $794K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.