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SignatureFD’s Workiva WK Stock Holding History

SignatureFD’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 		$17.8K Sell
298
-215
-42% -$15K ﹤0.01% 2251
2025
Q4 		$44.2K Sell
513
-16
-3% -$1.42K ﹤0.01% 1722
2025
Q3 		$45.5K Buy
529
+85
+19% +$6.38K ﹤0.01% 1683
2025
Q2 		$30.4K Sell
444
-201
-31% -$13.8K ﹤0.01% 1865
2025
Q1 		$49K Sell
645
-8
-1% -$756 ﹤0.01% 1580
2024
Q4 		$71.5K Sell
653
-8
-1% -$737 ﹤0.01% 1393
2024
Q3 		$52.3K Buy
661
+49
+8% +$3.68K ﹤0.01% 1551
2024
Q2 		$44.7K Sell
612
-199
-25% -$15.7K ﹤0.01% 1562
2024
Q1 		$68.8K Sell
811
-24
-3% -$2.16K ﹤0.01% 1389
2023
Q4 		$84.8K Sell
835
-124
-13% -$12K ﹤0.01% 1194
2023
Q3 		$97.2K Sell
959
-4
-0.4% -$416 ﹤0.01% 1068
2023
Q2 		$97.9K Buy
963
+25
+3% +$2.4K ﹤0.01% 1068
2023
Q1 		$96.1K Sell
938
-99
-10% -$8.97K ﹤0.01% 1056
2022
Q4 		$87.1K Buy
1,037
+126
+14% +$9.77K ﹤0.01% 1078
2022
Q3 		$71K Buy
911
+143
+19% +$9.76K ﹤0.01% 1120
2022
Q2 		$51K Buy
768
+429
+127% +$35.7K ﹤0.01% 1287
2022
Q1 		$40K Sell
339
-31
-8% -$3.43K ﹤0.01% 1486
2021
Q4 		$48K Buy
370
+122
+49% +$17.2K ﹤0.01% 1362
2021
Q3 		$35K Buy
248
+64
+35% +$8.67K ﹤0.01% 1494
2021
Q2 		$20K Sell
184
-4
-2% -$388 ﹤0.01% 1726
2021
Q1 		$17K Buy
188
+18
+11% +$1.78K ﹤0.01% 1640
2020
Q4 		$16K Buy
170
+100
+143% +$7.02K ﹤0.01% 1538
2020
Q3 		$4K Hold
70
– – ﹤0.01% 2009
2020
Q2 		$4K Sell
70
-90
-56% -$3.69K ﹤0.01% 1912
2020
Q1 		$5K Buy
160
+40
+33% +$1.66K ﹤0.01% 1707
2019
Q4 		$5K Hold
120
– – ﹤0.01% 1651
2019
Q3 		$5K Hold
120
– – ﹤0.01% 1626
2019
Q2 		$7K Hold
120
– – ﹤0.01% 1507
2019
Q1 		$6K Hold
120
– – ﹤0.01% 1556
2018
Q4 		$4K Buy
+120
New +$4.22K ﹤0.01% 1600

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

SignatureFD's WK Position: Q1 2026 in Review

SignatureFD reduced its Workiva (WK) stake by 42% in Q1 2026, selling an estimated $15K and leaving 298 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

SignatureFD first reported a position in WK in Q4 2018 and has held it in 30 quarters since. The position peaked at $97.9K in Q2 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • SignatureFD held 298 shares of Workiva worth $17.8K as of Q1 2026.
  • SignatureFD sold 215 Workiva shares in Q1 2026, an estimated $15K.
  • Workiva made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #2251 holding.
  • SignatureFD first reported a position in Workiva in Q4 2018 and has held it in 30 quarters since.
  • SignatureFD's Workiva position peaked at $97.9K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.