Simplex Trading
WK icon

Simplex Trading’s Workiva WK Stock Holding History

Simplex Trading’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 		$1.35M Buy
22,600
+22,500
+22,500% +$1.57M ﹤0.01% 2189
2025
Q4 		$8.63K Sell
100
-17,900
-99% -$1.58M ﹤0.01% 7078
2025
Q3 		$1.55M Buy
18,000
+17,600
+4,400% +$1.32M ﹤0.01% 2581
2025
Q2 		$27K Sell
400
-300
-43% -$20.6K ﹤0.01% 6514
2025
Q1 		$53K Sell
700
-100
-13% -$9.44K ﹤0.01% 5713
2024
Q4 		$87K Sell
800
-14,300
-95% -$1.32M ﹤0.01% 5320
2024
Q3 		$1.19M Buy
15,100
+5,800
+62% +$435K ﹤0.01% 2765
2024
Q2 		$678K Buy
9,300
+900
+11% +$70.8K ﹤0.01% 3338
2024
Q1 		$712K Sell
8,400
-6,900
-45% -$621K ﹤0.01% 3474
2023
Q4 		$1.55M Hold
15,300
– – ﹤0.01% 2580
2023
Q3 		$1.55M Buy
15,300
+10,500
+219% +$1.09M ﹤0.01% 2299
2023
Q2 		$487K Buy
4,800
+2,200
+85% +$212K ﹤0.01% 3347
2023
Q1 		$266K Buy
2,600
+800
+44% +$72.5K ﹤0.01% 3977
2022
Q4 		$151K Sell
1,800
-300
-14% -$23.2K ﹤0.01% 4581
2022
Q3 		$163K Sell
2,100
-900
-30% -$61.4K ﹤0.01% 4888
2022
Q2 		$197K Buy
3,000
+400
+15% +$33.3K ﹤0.01% 4625
2022
Q1 		$306K Sell
2,600
-1,000
-28% -$111K ﹤0.01% 4527
2021
Q4 		$469K Buy
3,600
+1,900
+112% +$268K ﹤0.01% 3896
2021
Q3 		$192K Hold
1,700
– – ﹤0.01% 5665
2021
Q2 		$189K Buy
1,700
+1,695
+33,900% +$165K ﹤0.01% 5771
2021
Q1 		$44K Sell
5
-29
-85% -$2.87K ﹤0.01% 6764
2020
Q4 		$311K Buy
+34
New +$2.39K ﹤0.01% 4024
2020
Q3 		– Sell
-4
Closed -$21K – 8623
2020
Q2 		$21K Buy
4
+1
+33% +$41 ﹤0.01% 6200
2020
Q1 		$9K Buy
3
+1
+50% +$42 ﹤0.01% 6559
2019
Q4 		$8K Sell
2
-29
-94% -$1.22K ﹤0.01% 6515
2019
Q3 		$135K Buy
31
+24
+343% +$1.26K ﹤0.01% 3980
2019
Q2 		$40K Buy
+7
New +$375 ﹤0.01% 5056
2018
Q4 		– Sell
-3
Closed -$11K – 7921
2018
Q3 		$11K Sell
3
-3
-50% -$93 ﹤0.01% 6381
2018
Q2 		$14K Sell
6
-80
-93% -$2.01K ﹤0.01% 6142
2018
Q1 		$4K Buy
+86
New +$1.98K ﹤0.01% 4850
2017
Q3 		– Sell
-36
Closed -$1K – 6743
2017
Q2 		$1K Buy
36
+9
+33% +$159 ﹤0.01% 5773
2017
Q1 		$4K Buy
+27
New +$379 ﹤0.01% 4832
2016
Q4 		– Sell
-50
Closed -$16K – 6620
2016
Q3 		$16K Sell
50
-5
-9% -$81 ﹤0.01% 3209
2016
Q2 		$4K Buy
+55
New +$697 ﹤0.01% 4491
2016
Q1 		– Sell
-3
Closed -$1K – 6342
2015
Q4 		$1K Buy
+3
New +$52 ﹤0.01% 5036

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

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.