SCA
WK icon

Summit Creek Advisors’s Workiva WK Stock Holding History

Summit Creek Advisors’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 		$3.92M Sell
80,717
-10,452
-11% -$538K 1.33% 41
2026
Q1 		$5.44M Sell
91,169
-14,331
-14% -$999K 1.12% 45
2025
Q4 		$9.1M Buy
105,500
+17,259
+20% +$1.53M 1.43% 41
2025
Q3 		$7.6M Sell
88,241
-6,867
-7% -$516K 1.11% 43
2025
Q2 		$6.51M Buy
95,108
+26,349
+38% +$1.81M 0.91% 48
2025
Q1 		$5.22M Buy
+68,759
New +$6.49M 0.76% 47

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

Summit Creek Advisors's WK Position: Q2 2026 in Review

Summit Creek Advisors reduced its Workiva (WK) stake by 11% in Q2 2026, selling an estimated $538K and leaving 80,717 shares worth $3.92M. The position accounts for 1.33% of the portfolio, ranked #41.

Summit Creek Advisors first reported a position in WK in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.1M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Summit Creek Advisors held 80,717 shares of Workiva worth $3.92M as of Q2 2026.
  • Summit Creek Advisors sold 10,452 Workiva shares in Q2 2026, an estimated $538K.
  • Workiva made up 1.33% of Summit Creek Advisors's portfolio in Q2 2026, its #41 holding.
  • Summit Creek Advisors first reported a position in Workiva in Q1 2025 and has held it in 6 quarters since.
  • Summit Creek Advisors's Workiva position peaked at $9.1M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Summit Creek Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.