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Susquehanna Fundamental Investments’s Workiva WK Stock Holding History

Susquehanna Fundamental 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
2026
Q1 		– Sell
-2,372
Closed -$205K – 703
2025
Q4 		$205K Buy
+2,372
New +$210K 0.01% 510
2025
Q2 		– Sell
-20,923
Closed -$1.59M – 1036
2025
Q1 		$1.59M Sell
20,923
-17,556
-46% -$1.66M 0.02% 575
2024
Q4 		$4.21M Buy
+38,479
New +$3.55M 0.06% 363
2024
Q2 		$2.5M Buy
+34,293
New +$2.7M 0.06% 357

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
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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Susquehanna Fundamental Investments's WK Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Workiva (WK) in Q1 2026, closing a stake of 2,372 shares — an estimated $205K sold.

Susquehanna Fundamental Investments first reported a position in WK in Q2 2024 and held it in 4 quarters. The position peaked at $4.21M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 2,372 Workiva shares in Q1 2026, an estimated $205K.
  • Susquehanna Fundamental Investments first reported a position in Workiva in Q2 2024 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's Workiva position peaked at $4.21M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.