Royce & Associates’s Workiva WK Stock Holding History

Royce & Associates’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	$6.79M	Buy	+140,000	New	+$7.21M	0.05%	452
2024 Q1	–	Sell	-37,597	Closed	-$3.82M	–	922
2023 Q4	$3.82M	Sell	37,597 -1,190	-3%	-$115K	0.04%	550
2023 Q3	$3.93M	Sell	38,787 -49,518	-56%	-$5.15M	0.04%	529
2023 Q2	$8.98M	Buy	88,305 +45,535	+106%	+$4.38M	0.09%	339
2023 Q1	$4.38M	Buy	+42,770	New	+$3.88M	0.04%	511
2022 Q3	–	Sell	-13,000	Closed	-$858K	–	975
2022 Q2	$858K	Sell	13,000 -6,000	-32%	-$499K	0.01%	775
2022 Q1	$2.24M	Buy	+19,000	New	+$2.1M	0.02%	697
2019 Q3	–	Sell	-128,000	Closed	-$7.44M	–	1182
2019 Q2	$7.44M	Buy	128,000 +13,000	+11%	+$697K	0.07%	393
2019 Q1	$5.83M	Buy	115,000 +15,000	+15%	+$660K	0.05%	472
2018 Q4	$3.59M	Hold	100,000	–	–	0.03%	585
2018 Q3	$3.95M	Hold	100,000	–	–	0.03%	655
2018 Q2	$2.44M	Hold	100,000	–	–	0.02%	783
2018 Q1	$2.37M	Buy	+100,000	New	+$2.3M	0.02%	803

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Royce & Associates's WK Position: Q2 2026 in Review

Royce & Associates opened a new position in Workiva (WK) in Q2 2026: 140,000 shares worth $6.79M. The stake represents 0.05% of the portfolio and ranks #452 among its holdings. This is a return to the name: Royce & Associates previously reported a position in WK as recently as Q4 2023.

Royce & Associates first reported a position in WK in Q1 2018 and has held it in 13 quarters since. The position peaked at $8.98M in Q2 2023. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Royce & Associates held 140,000 shares of Workiva worth $6.79M as of Q2 2026.
Workiva was a new Royce & Associates position in Q2 2026.
Workiva made up 0.05% of Royce & Associates's portfolio in Q2 2026, its #452 holding.
Royce & Associates first reported a position in Workiva in Q1 2018 and has held it in 13 quarters since.
Royce & Associates's Workiva position peaked at $8.98M in Q2 2023.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.