Rockefeller Capital Management’s Workiva WK Stock Holding History

Rockefeller Capital 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	$451K	Buy	7,569 +6,759	+834%	+$471K	﹤0.01%	2026
2025 Q4	$69.9K	Buy	810 +306	+61%	+$27.1K	﹤0.01%	2908
2025 Q3	$43.4K	Buy	+504	New	+$37.9K	﹤0.01%	2979
2023 Q2	–	Sell	-2,690	Closed	-$275K	–	2041
2023 Q1	$275K	Buy	2,690 +2,632	+4,538%	+$239K	﹤0.01%	1631
2022 Q4	$4K	Sell	58 -148	-72%	-$11.5K	﹤0.01%	3407
2022 Q3	$16K	Sell	206 -93	-31%	-$6.35K	﹤0.01%	2883
2022 Q2	$19K	Buy	299 +242	+425%	+$20.1K	﹤0.01%	2785
2022 Q1	$6K	Sell	57 -335	-85%	-$37K	﹤0.01%	3299
2021 Q4	$51K	Buy	392 +9	+2%	+$1.27K	﹤0.01%	2213
2021 Q3	$53K	Buy	383 +372	+3,382%	+$50.4K	﹤0.01%	2117
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	3389
2021 Q1	$0	Buy	+11	New	+$1.09K	﹤0.01%	3407

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Capital Management's WK Position: Q1 2026 in Review

Rockefeller Capital Management increased its Workiva (WK) stake by 834% in Q1 2026, buying an estimated $471K and bringing the position to 7,569 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Rockefeller Capital Management first reported a position in WK in Q1 2021 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Rockefeller Capital Management held 7,569 shares of Workiva worth $451K as of Q1 2026.
Rockefeller Capital Management bought 6,759 Workiva shares in Q1 2026, an estimated $471K.
Workiva made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2026 holding.
Rockefeller Capital Management first reported a position in Workiva in Q1 2021 and has held it in 12 quarters since.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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