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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
Q2 		– Sell
-43
Closed -$2.56K – 3171
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

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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

Root Financial Partners's WK Position: Q2 2026 in Review

Root Financial Partners sold out of Workiva (WK) in Q2 2026, closing a stake of 43 shares — an estimated $2.56K sold.

Root Financial Partners first reported a position in WK in Q3 2025 and held it in 3 quarters. The position peaked at $4.57K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Root Financial Partners reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 43 Workiva shares in Q2 2026, an estimated $2.56K.
  • Root Financial Partners first reported a position in Workiva in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Workiva position peaked at $4.57K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.