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Summit Global Investments’s Workiva WK Stock Holding History

Summit Global Investments’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
2025
Q4 		– Sell
-3,951
Closed -$340K – 550
2025
Q3 		$340K Sell
3,951
-3,395
-46% -$255K 0.02% 376
2025
Q2 		$503K Buy
7,346
+1,003
+16% +$69K 0.03% 307
2025
Q1 		$481K Buy
+6,343
New +$599K 0.04% 300
2024
Q2 		– Sell
-2,582
Closed -$219K – 590
2024
Q1 		$219K Sell
2,582
-321
-11% -$28.9K 0.02% 470
2023
Q4 		$295K Buy
2,903
+503
+21% +$48.5K 0.02% 436
2023
Q3 		$243K Hold
2,400
– – 0.02% 458
2023
Q2 		$244K Buy
+2,400
New +$231K 0.02% 469

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Summit Global Investments's WK Position: Q4 2025 in Review

Summit Global Investments sold out of Workiva (WK) in Q4 2025, closing a stake of 3,951 shares — an estimated $340K sold.

Summit Global Investments first reported a position in WK in Q2 2023 and held it in 7 quarters. The position peaked at $503K in Q2 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Summit Global Investments reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 3,951 Workiva shares in Q4 2025, an estimated $340K.
  • Summit Global Investments first reported a position in Workiva in Q2 2023 and held it in 7 quarters.
  • Summit Global Investments's Workiva position peaked at $503K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.