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Steve Schonfeld’s Workiva WK Stock Holding History

Steve Schonfeld’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 		$864K Sell
17,814
-19,664
-52% -$1.01M ﹤0.01% 1560
2026
Q1 		$2.23M Buy
37,478
+30,551
+441% +$2.13M 0.02% 773
2025
Q4 		$597K Sell
6,927
-11,218
-62% -$993K ﹤0.01% 1329
2025
Q3 		$1.56M Sell
18,145
-18,382
-50% -$1.38M 0.01% 1165
2025
Q2 		$2.5M Buy
36,527
+7,991
+28% +$550K 0.02% 860
2025
Q1 		$2.17M Buy
+28,536
New +$2.7M 0.01% 928
2024
Q4 		– Sell
-6,050
Closed -$479K – 2438
2024
Q3 		$479K Buy
+6,050
New +$454K ﹤0.01% 1453
2024
Q2 		– Sell
-15,880
Closed -$1.35M – 2604
2024
Q1 		$1.35M Buy
15,880
+4,566
+40% +$411K 0.01% 1117
2023
Q4 		$1.15M Buy
+11,314
New +$1.09M 0.01% 984
2023
Q3 		– Sell
-8,600
Closed -$874K – 2352
2023
Q2 		$874K Sell
8,600
-5,773
-40% -$555K 0.01% 1024
2023
Q1 		$1.47M Buy
+14,373
New +$1.3M 0.01% 790
2022
Q4 		– Sell
-32,200
Closed -$2.5M – 3056
2022
Q3 		$2.5M Buy
32,200
+5,168
+19% +$353K 0.02% 781
2022
Q2 		$1.78M Buy
27,032
+2,132
+9% +$177K 0.02% 787
2022
Q1 		$2.94M Buy
24,900
+13,664
+122% +$1.51M 0.03% 608
2021
Q4 		$1.47M Buy
+11,236
New +$1.58M 0.01% 787
2021
Q3 		– Sell
-2,100
Closed -$234K – 2503
2021
Q2 		$234K Buy
+2,100
New +$204K ﹤0.01% 1599
2021
Q1 		– Sell
-50,473
Closed -$4.62M – 2156
2020
Q4 		$4.62M Buy
+50,473
New +$3.54M 0.06% 406
2020
Q3 		– Sell
-115,002
Closed -$6.15M – 1696
2020
Q2 		$6.15M Buy
+115,002
New +$4.71M 0.16% 188
2020
Q1 		– Sell
-6,182
Closed -$260K – 1565
2019
Q4 		$260K Sell
6,182
-6,018
-49% -$254K 0.01% 1047
2019
Q3 		$535K Buy
+12,200
New +$643K 0.02% 630

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Steve Schonfeld's WK Position: Q2 2026 in Review

Steve Schonfeld reduced its Workiva (WK) stake by 52% in Q2 2026, selling an estimated $1.01M and leaving 17,814 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Steve Schonfeld first reported a position in WK in Q3 2019 and has held it in 20 quarters since. The position peaked at $6.15M in Q2 2020. 303 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Steve Schonfeld held 17,814 shares of Workiva worth $864K as of Q2 2026.
  • Steve Schonfeld sold 19,664 Workiva shares in Q2 2026, an estimated $1.01M.
  • Workiva made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1560 holding.
  • Steve Schonfeld first reported a position in Workiva in Q3 2019 and has held it in 20 quarters since.
  • Steve Schonfeld's Workiva position peaked at $6.15M in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.