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Root Financial Partners’s Workiva WK Stock Holding History

Root Financial Partners’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 		$2.56K Sell
43
-10
-19% -$697 ﹤0.01% 2211
2025
Q4 		$4.57K Buy
53
+8
+18% +$708 ﹤0.01% 1790
2025
Q3 		$3.87K Buy
+45
New +$3.38K ﹤0.01% 1807

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

Root Financial Partners's WK Position: Q1 2026 in Review

Root Financial Partners reduced its Workiva (WK) stake by 19% in Q1 2026, selling an estimated $697 and leaving 43 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Root Financial Partners first reported a position in WK in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.57K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Root Financial Partners held 43 shares of Workiva worth $2.56K as of Q1 2026.
  • Root Financial Partners sold 10 Workiva shares in Q1 2026, an estimated $697.
  • Workiva made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2211 holding.
  • Root Financial Partners first reported a position in Workiva in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Workiva position peaked at $4.57K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.