SJS Investment Consulting’s Workiva WK Stock Holding History

SJS Investment Consulting’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 Q2	$7.37K	Buy	152 +142	+1,420%	+$7.31K	﹤0.01%	1217
2026 Q1	$597	Sell	10 -22	-69%	-$1.53K	﹤0.01%	1661
2025 Q4	$2.76K	Buy	32 +30	+1,500%	+$2.66K	﹤0.01%	1073
2025 Q3	$173	Hold	2	–	–	﹤0.01%	1496
2025 Q2	$137	Buy	2 +1	+100%	+$69	﹤0.01%	1442
2025 Q1	$76	Hold	1	–	–	﹤0.01%	1540
2024 Q4	$110	Buy	+1	New	+$92	﹤0.01%	1515
2024 Q1	–	Sell	-2	Closed	-$204	–	1691
2023 Q4	$204	Hold	2	–	–	﹤0.01%	1452
2023 Q3	$203	Hold	2	–	–	﹤0.01%	1450
2023 Q2	$204	Sell	2 -1	-33%	-$96	﹤0.01%	1401
2023 Q1	$308	Buy	+3	New	+$272	﹤0.01%	1277

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

SJS Investment Consulting's WK Position: Q2 2026 in Review

SJS Investment Consulting increased its Workiva (WK) stake by 1,420% in Q2 2026, buying an estimated $7.31K and bringing the position to 152 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

SJS Investment Consulting first reported a position in WK in Q1 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold WK as of Q2 2026.

SJS Investment Consulting held 152 shares of Workiva worth $7.37K as of Q2 2026.
SJS Investment Consulting bought 142 Workiva shares in Q2 2026, an estimated $7.31K.
Workiva made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1217 holding.
SJS Investment Consulting first reported a position in Workiva in Q1 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.