State Street
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State Street’s Workiva WK Stock Holding History

State Street’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 		$76.1M Buy
1,275,923
+36,404
+3% +$2.54M ﹤0.01% 1529
2025
Q4 		$107M Sell
1,239,519
-71,312
-5% -$6.31M ﹤0.01% 1316
2025
Q3 		$113M Sell
1,310,831
-10,488
-0.8% -$788K ﹤0.01% 1265
2025
Q2 		$90.4M Buy
1,321,319
+12,087
+0.9% +$831K ﹤0.01% 1360
2025
Q1 		$99.4M Sell
1,309,232
-7,976
-0.6% -$753K ﹤0.01% 1274
2024
Q4 		$144M Buy
1,317,208
+124,749
+10% +$11.5M 0.01% 1123
2024
Q3 		$94.3M Buy
1,192,459
+1,017
+0.1% +$76.4K ﹤0.01% 1356
2024
Q2 		$87M Sell
1,191,442
-415
-0% -$32.7K ﹤0.01% 1354
2024
Q1 		$101M Buy
1,191,857
+24,996
+2% +$2.25M ﹤0.01% 1301
2023
Q4 		$118M Buy
1,166,861
+89,783
+8% +$8.66M 0.01% 1187
2023
Q3 		$109M Buy
1,077,078
+12,465
+1% +$1.3M 0.01% 1125
2023
Q2 		$108M Buy
1,064,613
+38,107
+4% +$3.66M 0.01% 1163
2023
Q1 		$105M Buy
1,026,506
+46,589
+5% +$4.22M 0.01% 1155
2022
Q4 		$82.3M Buy
979,917
+10,489
+1% +$813K ﹤0.01% 1301
2022
Q3 		$75.4M Buy
969,428
+25,637
+3% +$1.75M ﹤0.01% 1306
2022
Q2 		$62.3M Sell
943,791
-6,517
-0.7% -$542K ﹤0.01% 1480
2022
Q1 		$112M Buy
950,308
+32,240
+4% +$3.56M 0.01% 1215
2021
Q4 		$120M Buy
918,068
+35,815
+4% +$5.05M 0.01% 1154
2021
Q3 		$124M Buy
882,253
+13,470
+2% +$1.82M 0.01% 1100
2021
Q2 		$96.7M Buy
868,783
+92,066
+12% +$8.94M 0.01% 1321
2021
Q1 		$68.6M Sell
776,717
-20,596
-3% -$2.04M ﹤0.01% 1513
2020
Q4 		$73M Buy
797,313
+11,293
+1% +$793K ﹤0.01% 1393
2020
Q3 		$43.8M Sell
786,020
-33,428
-4% -$1.86M ﹤0.01% 1560
2020
Q2 		$43.8M Buy
819,448
+53,947
+7% +$2.21M ﹤0.01% 1538
2020
Q1 		$24.7M Buy
765,501
+3,251
+0.4% +$135K ﹤0.01% 1709
2019
Q4 		$32.1M Buy
762,250
+37,469
+5% +$1.58M ﹤0.01% 1813
2019
Q3 		$31.8M Buy
724,781
+13,431
+2% +$708K ﹤0.01% 1748
2019
Q2 		$41.3M Buy
711,350
+137,627
+24% +$7.37M ﹤0.01% 1603
2019
Q1 		$29.1M Buy
573,723
+22,418
+4% +$986K ﹤0.01% 1803
2018
Q4 		$19.8M Buy
551,305
+4,020
+0.7% +$141K ﹤0.01% 1991
2018
Q3 		$21.6M Buy
547,285
+34,302
+7% +$1.07M ﹤0.01% 2121
2018
Q2 		$12.5M Buy
512,983
+49,167
+11% +$1.24M ﹤0.01% 2434
2018
Q1 		$11M Buy
463,816
+5,187
+1% +$119K ﹤0.01% 2417
2017
Q4 		$9.82M Buy
458,629
+75,237
+20% +$1.65M ﹤0.01% 2470
2017
Q3 		$7.99M Buy
383,392
+12,069
+3% +$239K ﹤0.01% 2545
2017
Q2 		$7.07M Buy
371,323
+40,657
+12% +$719K ﹤0.01% 2565
2017
Q1 		$5.18M Sell
330,666
-692
-0.2% -$9.72K ﹤0.01% 2678
2016
Q4 		$4.52M Buy
331,358
+13,881
+4% +$213K ﹤0.01% 2750
2016
Q3 		$5.75M Buy
317,477
+26,504
+9% +$430K ﹤0.01% 2478
2016
Q2 		$3.98M Buy
290,973
+212,743
+272% +$2.7M ﹤0.01% 2736
2016
Q1 		$911K Buy
78,230
+8,940
+13% +$118K ﹤0.01% 3239
2015
Q4 		$1.22M Buy
69,290
+15,643
+29% +$270K ﹤0.01% 3174
2015
Q3 		$815K Buy
53,647
+11,207
+26% +$162K ﹤0.01% 3247
2015
Q2 		$587K Buy
+42,440
New +$595K ﹤0.01% 3342

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street's WK Position: Q1 2026 in Review

State Street increased its Workiva (WK) stake by 2.9% in Q1 2026, buying an estimated $2.54M and bringing the position to 1,275,923 shares worth $76.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

State Street first reported a position in WK in Q2 2015 and has held it in 44 quarters since. The position peaked at $144M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • State Street held 1,275,923 shares of Workiva worth $76.1M as of Q1 2026.
  • State Street bought 36,404 Workiva shares in Q1 2026, an estimated $2.54M.
  • Workiva made up ﹤0.01% of State Street's portfolio in Q1 2026, its #1529 holding.
  • State Street first reported a position in Workiva in Q2 2015 and has held it in 44 quarters since.
  • State Street's Workiva position peaked at $144M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.