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Rosenblum Silverman Sutton’s Workiva WK Stock Holding History

Rosenblum Silverman Sutton’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 		$1.63M Buy
27,266
+30
+0.1% +$2.09K 0.43% 43
2025
Q4 		$2.35M Sell
27,236
-460
-2% -$40.7K 0.54% 40
2025
Q3 		$2.38M Buy
27,696
+2,965
+12% +$223K 0.54% 38
2025
Q2 		$1.69M Buy
24,731
+2,500
+11% +$172K 0.41% 42
2025
Q1 		$1.69M Buy
22,231
+639
+3% +$60.4K 0.47% 42
2024
Q4 		$2.36M Sell
21,592
-1,365
-6% -$126K 0.59% 36
2024
Q3 		$1.82M Sell
22,957
-4,640
-17% -$348K 0.46% 43
2024
Q2 		$2.01M Buy
27,597
+460
+2% +$36.2K 0.54% 39
2024
Q1 		$2.3M Sell
27,137
-1,255
-4% -$113K 0.65% 37
2023
Q4 		$2.88M Sell
28,392
-4,710
-14% -$454K 0.92% 34
2023
Q3 		$3.35M Buy
33,102
+40
+0.1% +$4.16K 1.14% 35
2023
Q2 		$3.36M Buy
33,062
+155
+0.5% +$14.9K 1.11% 33
2023
Q1 		$3.37M Sell
32,907
-3,510
-10% -$318K 1.23% 31
2022
Q4 		$3.06M Sell
36,417
-4,290
-11% -$332K 1.11% 34
2022
Q3 		$3.17M Sell
40,707
-1,537
-4% -$105K 1.15% 32
2022
Q2 		$2.79M Buy
42,244
+1,015
+2% +$84.5K 0.91% 40
2022
Q1 		$4.87M Buy
41,229
+265
+0.6% +$29.3K 1.25% 31
2021
Q4 		$5.34M Buy
40,964
+6,775
+20% +$956K 1.2% 31
2021
Q3 		$4.82M Buy
34,189
+2,514
+8% +$341K 1.1% 35
2021
Q2 		$3.53M Buy
31,675
+4,620
+17% +$449K 0.79% 40
2021
Q1 		$2.39M Buy
27,055
+1,845
+7% +$183K 0.61% 39
2020
Q4 		$2.31M Buy
+25,210
New +$1.77M 0.6% 39

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

Rosenblum Silverman Sutton's WK Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its Workiva (WK) stake by 0.11% in Q1 2026, buying an estimated $2.09K and bringing the position to 27,266 shares worth $1.63M. The position accounts for 0.43% of the portfolio, ranked #43.

Rosenblum Silverman Sutton first reported a position in WK in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.34M in Q4 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Rosenblum Silverman Sutton held 27,266 shares of Workiva worth $1.63M as of Q1 2026.
  • Rosenblum Silverman Sutton bought 30 Workiva shares in Q1 2026, an estimated $2.09K.
  • Workiva made up 0.43% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #43 holding.
  • Rosenblum Silverman Sutton first reported a position in Workiva in Q4 2020 and has held it in 22 quarters since.
  • Rosenblum Silverman Sutton's Workiva position peaked at $5.34M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.