SG Americas Securities
WK icon

SG Americas Securities’s Workiva WK Stock Holding History

SG Americas Securities’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 		$534K Sell
8,956
-44,933
-83% -$3.13M ﹤0.01% 2145
2025
Q4 		$4.65M Buy
+53,889
New +$4.77M 0.01% 1125
2025
Q3 		– Sell
-8,611
Closed -$589K – 3593
2025
Q2 		$589K Sell
8,611
-4,427
-34% -$304K ﹤0.01% 1555
2025
Q1 		$990K Buy
13,038
+3,697
+40% +$349K ﹤0.01% 1182
2024
Q4 		$1.02M Buy
9,341
+5,475
+142% +$505K ﹤0.01% 857
2024
Q3 		$306K Sell
3,866
-12,893
-77% -$968K ﹤0.01% 2134
2024
Q2 		$1.22M Buy
16,759
+1,824
+12% +$144K 0.01% 1218
2024
Q1 		$1.27M Buy
14,935
+13,882
+1,318% +$1.25M 0.01% 1053
2023
Q4 		$107K Buy
+1,053
New +$102K ﹤0.01% 2721
2023
Q2 		– Sell
-9,032
Closed -$925K – 3244
2023
Q1 		$925K Buy
9,032
+1,098
+14% +$99.5K 0.01% 1192
2022
Q4 		$666K Buy
7,934
+3,155
+66% +$245K 0.01% 1294
2022
Q3 		$372K Sell
4,779
-6,052
-56% -$413K ﹤0.01% 1805
2022
Q2 		$715K Buy
+10,831
New +$902K 0.01% 1630
2022
Q1 		– Sell
-896
Closed -$117K – 3494
2021
Q4 		$117K Sell
896
-13,077
-94% -$1.84M ﹤0.01% 2999
2021
Q3 		$1.97M Sell
13,973
-27,687
-66% -$3.75M 0.01% 1283
2021
Q2 		$4.64M Buy
41,660
+35,175
+542% +$3.42M 0.02% 629
2021
Q1 		$572K Buy
+6,485
New +$642K ﹤0.01% 1929
2020
Q4 		– Sell
-27,195
Closed -$1.52M – 3497
2020
Q3 		$1.52M Buy
27,195
+11,036
+68% +$614K 0.01% 936
2020
Q2 		$864K Buy
16,159
+2,100
+15% +$86.1K 0.01% 1558
2020
Q1 		$455K Buy
14,059
+11,077
+371% +$461K ﹤0.01% 1917
2019
Q4 		$125K Buy
+2,982
New +$126K ﹤0.01% 2819
2018
Q4 		– Sell
-130,050
Closed -$5.14M – 3377
2018
Q3 		$5.14M Buy
130,050
+124,837
+2,395% +$3.88M 0.04% 491
2018
Q2 		$127K Buy
+5,213
New +$131K ﹤0.01% 2920

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

SG Americas Securities's WK Position: Q1 2026 in Review

SG Americas Securities reduced its Workiva (WK) stake by 83% in Q1 2026, selling an estimated $3.13M and leaving 8,956 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

SG Americas Securities first reported a position in WK in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.14M in Q3 2018. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • SG Americas Securities held 8,956 shares of Workiva worth $534K as of Q1 2026.
  • SG Americas Securities sold 44,933 Workiva shares in Q1 2026, an estimated $3.13M.
  • Workiva made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #2145 holding.
  • SG Americas Securities first reported a position in Workiva in Q2 2018 and has held it in 23 quarters since.
  • SG Americas Securities's Workiva position peaked at $5.14M in Q3 2018.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.