Simplex Trading’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-26
| Closed | -$1.81K | – | 10314 |
|
|
2025
Q4 | $2.24K | Buy |
+26
| New | +$2.3K | ﹤0.01% | 7792 |
|
|
2025
Q3 | – | Sell |
-340
| Closed | -$25.5K | – | 10206 |
|
|
2025
Q2 | $23K | Sell |
340
-163
| -32% | -$11.2K | ﹤0.01% | 6664 |
|
|
2025
Q1 | $38K | Buy |
+503
| New | +$47.5K | ﹤0.01% | 6061 |
|
|
2024
Q4 | – | Sell |
-969
| Closed | -$89.3K | – | 9764 |
|
|
2024
Q3 | $76K | Sell |
969
-7,132
| -88% | -$535K | ﹤0.01% | 5494 |
|
|
2024
Q2 | $591K | Buy |
8,101
+8,049
| +15,479% | +$633K | ﹤0.01% | 3483 |
|
|
2024
Q1 | $4K | Buy |
+52
| New | +$4.68K | ﹤0.01% | 8176 |
|
|
2023
Q3 | – | Sell |
-18,988
| Closed | -$1.97M | – | 9976 |
|
|
2023
Q2 | $1.93M | Buy |
+18,988
| New | +$1.83M | ﹤0.01% | 2001 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1.55K | – | 10582 |
|
|
2022
Q3 | $1K | Sell |
20
-52
| -72% | -$3.55K | ﹤0.01% | 9675 |
|
|
2022
Q2 | $4K | Buy |
+72
| New | +$5.99K | ﹤0.01% | 9046 |
|
|
2021
Q4 | – | Sell |
-4,214
| Closed | -$594K | – | 11571 |
|
|
2021
Q3 | $476K | Hold |
4,214
| – | – | ﹤0.01% | 4177 |
|
|
2021
Q2 | $469K | Buy |
4,214
+1,843
| +78% | +$179K | ﹤0.01% | 4265 |
|
|
2021
Q1 | $209K | Sell |
2,371
-9,596
| -80% | -$950K | ﹤0.01% | 4677 |
|
|
2020
Q4 | $1.1M | Buy |
11,967
+8,673
| +263% | +$609K | ﹤0.01% | 2437 |
|
|
2020
Q3 | $183K | Sell |
3,294
-2,309
| -41% | -$128K | ﹤0.01% | 4230 |
|
|
2020
Q2 | $299K | Buy |
5,603
+827
| +17% | +$33.9K | ﹤0.01% | 3529 |
|
|
2020
Q1 | $154K | Buy |
+4,776
| New | +$199K | ﹤0.01% | 3893 |
|
|
2019
Q4 | – | Sell |
-862
| Closed | -$36.3K | – | 8045 |
|
|
2019
Q3 | $37K | Sell |
862
-4,554
| -84% | -$240K | ﹤0.01% | 5311 |
|
|
2019
Q2 | $314K | Buy |
5,416
+3,874
| +251% | +$208K | ﹤0.01% | 3027 |
|
|
2019
Q1 | $78K | Buy |
1,542
+773
| +101% | +$34K | ﹤0.01% | 4603 |
|
|
2018
Q4 | $27K | Sell |
769
-8,700
| -92% | -$306K | ﹤0.01% | 5098 |
|
|
2018
Q3 | $374K | Buy |
9,469
+4,939
| +109% | +$154K | ﹤0.01% | 2928 |
|
|
2018
Q2 | $110K | Buy |
+4,530
| New | +$114K | ﹤0.01% | 4186 |
|
|
2018
Q1 | – | Sell |
-3,352
| Closed | -$77.1K | – | 6962 |
|
|
2017
Q4 | $71K | Buy |
+3,352
| New | +$73.7K | ﹤0.01% | 2110 |
|
|
2017
Q3 | – | Sell |
-33
| Closed | -$654 | – | 6744 |
|
|
2017
Q2 | $0 | Buy |
+33
| New | +$583 | ﹤0.01% | 6876 |
|
|
2016
Q4 | – | Sell |
-315
| Closed | -$4.83K | – | 6621 |
|
|
2016
Q3 | $5K | Buy |
+315
| New | +$5.11K | ﹤0.01% | 4333 |
|
|
2016
Q2 | – | Sell |
-526
| Closed | -$6.67K | – | 6536 |
|
|
2016
Q1 | $6K | Buy |
+526
| New | +$6.93K | ﹤0.01% | 3970 |
|
|
2015
Q2 | – | Sell |
-77
| Closed | -$1K | – | 5942 |
|
|
2015
Q1 | $1K | Buy |
+77
| New | +$1.07K | ﹤0.01% | 4637 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH
Simplex Trading's WK Position: Q1 2026 in Review
Simplex Trading sold out of Workiva (WK) in Q1 2026, closing a stake of 26 shares — an estimated $1.81K sold.
Simplex Trading first reported a position in WK in Q1 2015 and held it in 27 quarters. The position peaked at $1.93M in Q2 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.
- Simplex Trading reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 26 Workiva shares in Q1 2026, an estimated $1.81K.
- Simplex Trading first reported a position in Workiva in Q1 2015 and held it in 27 quarters.
- Simplex Trading's Workiva position peaked at $1.93M in Q2 2023.
- 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.