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 		– Sell
-400
Closed -$34.5K – 10315
2025
Q4 		$34.5K Sell
400
-100
-20% -$8.85K ﹤0.01% 5990
2025
Q3 		$43K Hold
500
– – ﹤0.01% 6615
2025
Q2 		$34K Hold
500
– – ﹤0.01% 6299
2025
Q1 		$37K Hold
500
– – ﹤0.01% 6079
2024
Q4 		$54K Sell
500
-2,700
-84% -$249K ﹤0.01% 5803
2024
Q3 		$253K Sell
3,200
-7,200
-69% -$541K ﹤0.01% 4293
2024
Q2 		$759K Sell
10,400
-6,200
-37% -$488K ﹤0.01% 3207
2024
Q1 		$1.41M Sell
16,600
-5,800
-26% -$522K ﹤0.01% 2769
2023
Q4 		$2.27M Buy
22,400
+17,100
+323% +$1.65M ﹤0.01% 2253
2023
Q3 		$537K Sell
5,300
-21,900
-81% -$2.28M ﹤0.01% 3317
2023
Q2 		$2.77M Buy
27,200
+25,700
+1,713% +$2.47M ﹤0.01% 1715
2023
Q1 		$153K Buy
1,500
+500
+50% +$45.3K ﹤0.01% 4646
2022
Q4 		$83K Buy
1,000
+900
+900% +$69.7K ﹤0.01% 5302
2022
Q3 		$7K Sell
100
-1,800
-95% -$123K ﹤0.01% 8576
2022
Q2 		$125K Buy
1,900
+1,800
+1,800% +$150K ﹤0.01% 5260
2022
Q1 		$11K Sell
100
-400
-80% -$44.2K ﹤0.01% 8817
2021
Q4 		$65K Buy
500
+300
+150% +$42.3K ﹤0.01% 6882
2021
Q3 		$22K Hold
200
– – ﹤0.01% 8372
2021
Q2 		$22K Buy
200
+193
+2,757% +$18.7K ﹤0.01% 8509
2021
Q1 		$61K Buy
+7
New +$693 ﹤0.01% 6373
2020
Q4 		– Sell
-1
Closed -$5K – 9175
2020
Q3 		$5K Sell
1
-10
-91% -$556 ﹤0.01% 7140
2020
Q2 		$58K Sell
11
-48
-81% -$1.97K ﹤0.01% 5360
2020
Q1 		$190K Buy
+59
New +$2.45K ﹤0.01% 3660
2019
Q4 		– Sell
-50
Closed -$219K – 8046
2019
Q3 		$219K Buy
50
+45
+900% +$2.37K ﹤0.01% 3467
2019
Q2 		$29K Buy
+5
New +$268 ﹤0.01% 5311
2019
Q1 		– Sell
-11
Closed -$39K – 7962
2018
Q4 		$39K Buy
11
+10
+1,000% +$351 ﹤0.01% 4771
2018
Q3 		$3K Sell
1
-11
-92% -$342 ﹤0.01% 6996
2018
Q2 		$29K Buy
+12
New +$302 ﹤0.01% 5573
2018
Q1 		– Sell
-17
Closed -$2K – 6963
2017
Q4 		$2K Buy
+17
New +$374 ﹤0.01% 5286

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.