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Sage Rhino Capital’s Workiva WK Stock Holding History

Sage Rhino Capital’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 		$270K Buy
4,530
+3
+0.1% +$209 0.05% 210
2025
Q4 		$390K Buy
4,527
+5
+0.1% +$443 0.07% 163
2025
Q3 		$389K Buy
4,522
+18
+0.4% +$1.35K 0.08% 157
2025
Q2 		$308K Sell
4,504
-53
-1% -$3.65K 0.07% 171
2025
Q1 		$346K Sell
4,557
-12
-0.3% -$1.13K 0.08% 155
2024
Q4 		$500K Buy
4,569
+19
+0.4% +$1.75K 0.11% 135
2024
Q3 		$360K Buy
4,550
+42
+0.9% +$3.15K 0.08% 158
2024
Q2 		$329K Sell
4,508
-21
-0.5% -$1.65K 0.08% 157
2024
Q1 		$384K Sell
4,529
-34
-0.7% -$3.06K 0.09% 149
2023
Q4 		$463K Buy
4,563
+29
+0.6% +$2.8K 0.12% 128
2023
Q3 		$459K Buy
4,534
+5
+0.1% +$520 0.13% 123
2023
Q2 		$460K Hold
4,529
– – 0.13% 123
2023
Q1 		$464K Buy
4,529
+9
+0.2% +$816 0.14% 121
2022
Q4 		$380K Buy
4,520
+16
+0.4% +$1.24K 0.12% 132
2022
Q3 		$350K Hold
4,504
– – 0.14% 113
2022
Q2 		$297K Sell
4,504
-6
-0.1% -$499 0.11% 143
2022
Q1 		$532K Buy
4,510
+6
+0.1% +$663 0.16% 116
2021
Q4 		$588K Sell
4,504
-496
-10% -$70K 0.16% 110
2021
Q3 		$705K Hold
5,000
– – 0.21% 80
2021
Q2 		$557K Hold
5,000
– – 0.16% 101
2021
Q1 		$441K Hold
5,000
– – 0.14% 102
2020
Q4 		$458K Hold
5,000
– – 0.18% 96
2020
Q3 		$279K Hold
5,000
– – 0.13% 121
2020
Q2 		$267K Buy
+5,000
New +$205K 0.14% 122
2020
Q1 		– Sell
-5,000
Closed -$227K – 167
2019
Q4 		$227K Hold
5,000
– – 0.13% 132
2019
Q3 		$219K Hold
5,000
– – 0.14% 125
2019
Q2 		$290K Hold
5,000
– – 0.19% 103
2019
Q1 		$254K Buy
+5,000
New +$220K 0.17% 106

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

Sage Rhino Capital's WK Position: Q1 2026 in Review

Sage Rhino Capital increased its Workiva (WK) stake by 0.07% in Q1 2026, buying an estimated $209 and bringing the position to 4,530 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #210.

Sage Rhino Capital first reported a position in WK in Q1 2019 and has held it in 28 quarters since. The position peaked at $705K in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Sage Rhino Capital held 4,530 shares of Workiva worth $270K as of Q1 2026.
  • Sage Rhino Capital bought 3 Workiva shares in Q1 2026, an estimated $209.
  • Workiva made up 0.05% of Sage Rhino Capital's portfolio in Q1 2026, its #210 holding.
  • Sage Rhino Capital first reported a position in Workiva in Q1 2019 and has held it in 28 quarters since.
  • Sage Rhino Capital's Workiva position peaked at $705K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.