RhumbLine Advisers
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RhumbLine Advisers’s Workiva WK Stock Holding History

RhumbLine Advisers’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 		$3.98M Buy
66,816
+1,061
+2% +$74K ﹤0.01% 1513
2025
Q4 		$5.67M Sell
65,755
-11,877
-15% -$1.05M ﹤0.01% 1331
2025
Q3 		$6.68M Buy
77,632
+491
+0.6% +$36.9K 0.01% 1279
2025
Q2 		$5.28M Buy
77,141
+2,646
+4% +$182K ﹤0.01% 1385
2025
Q1 		$5.65M Buy
74,495
+2,921
+4% +$276K 0.01% 1294
2024
Q4 		$7.84M Buy
71,574
+1,563
+2% +$144K 0.01% 1179
2024
Q3 		$5.54M Sell
70,011
-4,649
-6% -$349K 0.01% 1375
2024
Q2 		$5.45M Buy
74,660
+2,494
+3% +$196K 0.01% 1353
2024
Q1 		$6.12M Sell
72,166
-1,113
-2% -$100K 0.01% 1309
2023
Q4 		$7.44M Sell
73,279
-281
-0.4% -$27.1K 0.01% 1202
2023
Q3 		$7.45M Buy
73,560
+4,215
+6% +$438K 0.01% 1131
2023
Q2 		$7.05M Buy
69,345
+1,003
+1% +$96.4K 0.01% 1183
2023
Q1 		$7M Buy
68,342
+1,611
+2% +$146K 0.01% 1149
2022
Q4 		$5.6M Buy
66,731
+5,857
+10% +$454K 0.01% 1218
2022
Q3 		$4.74M Buy
60,874
+5,138
+9% +$351K 0.01% 1266
2022
Q2 		$3.68M Buy
55,736
+11,134
+25% +$927K 0.01% 1430
2022
Q1 		$5.26M Buy
44,602
+1,366
+3% +$151K 0.01% 1281
2021
Q4 		$5.64M Sell
43,236
-248
-0.6% -$35K 0.01% 1286
2021
Q3 		$6.13M Buy
43,484
+1,701
+4% +$230K 0.01% 1233
2021
Q2 		$4.65M Sell
41,783
-774
-2% -$75.2K 0.01% 1467
2021
Q1 		$3.76M Sell
42,557
-4,317
-9% -$427K 0.01% 1570
2020
Q4 		$4.29M Buy
46,874
+2,245
+5% +$158K 0.01% 1444
2020
Q3 		$2.49M Sell
44,629
-11,035
-20% -$614K ﹤0.01% 1555
2020
Q2 		$2.98M Buy
55,664
+5,853
+12% +$240K 0.01% 1496
2020
Q1 		$1.61M Buy
49,811
+267
+0.5% +$11.1K ﹤0.01% 1658
2019
Q4 		$2.08M Buy
49,544
+1,914
+4% +$80.6K ﹤0.01% 1780
2019
Q3 		$2.09M Buy
47,630
+1,186
+3% +$62.5K ﹤0.01% 1723
2019
Q2 		$2.7M Buy
46,444
+8,704
+23% +$466K 0.01% 1554
2019
Q1 		$1.91M Buy
37,740
+145
+0.4% +$6.38K ﹤0.01% 1744
2018
Q4 		$1.35M Buy
37,595
+12,454
+50% +$438K ﹤0.01% 1870
2018
Q3 		$993K Sell
25,141
-1,755
-7% -$54.6K ﹤0.01% 2006
2018
Q2 		$656K Buy
26,896
+4,003
+17% +$101K ﹤0.01% 2196
2018
Q1 		$543K Buy
22,893
+745
+3% +$17.1K ﹤0.01% 2182
2017
Q4 		$474K Sell
22,148
-4,353
-16% -$95.7K ﹤0.01% 2249
2017
Q3 		$553K Buy
26,501
+370
+1% +$7.33K ﹤0.01% 2263
2017
Q2 		$498K Buy
26,131
+3,055
+13% +$54K ﹤0.01% 2308
2017
Q1 		$361K Buy
23,076
+810
+4% +$11.4K ﹤0.01% 2411
2016
Q4 		$304K Buy
22,266
+1,666
+8% +$25.5K ﹤0.01% 2486
2016
Q3 		$373K Buy
20,600
+4,453
+28% +$72.2K ﹤0.01% 2370
2016
Q2 		$221K Buy
+16,147
New +$205K ﹤0.01% 2688

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

RhumbLine Advisers's WK Position: Q1 2026 in Review

RhumbLine Advisers increased its Workiva (WK) stake by 1.6% in Q1 2026, buying an estimated $74K and bringing the position to 66,816 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

RhumbLine Advisers first reported a position in WK in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.84M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • RhumbLine Advisers held 66,816 shares of Workiva worth $3.98M as of Q1 2026.
  • RhumbLine Advisers bought 1,061 Workiva shares in Q1 2026, an estimated $74K.
  • Workiva made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #1513 holding.
  • RhumbLine Advisers first reported a position in Workiva in Q2 2016 and has held it in 40 quarters since.
  • RhumbLine Advisers's Workiva position peaked at $7.84M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.