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Susquehanna Portfolio Strategies’s Workiva WK Stock Holding History

Susquehanna Portfolio Strategies’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
-71,132
Closed -$6.14M – 1107
2025
Q4 		$6.14M Hold
71,132
– – 0.09% 277
2025
Q3 		$6.12M Sell
71,132
-22,719
-24% -$1.71M 0.1% 273
2025
Q2 		$6.42M Buy
93,851
+81,523
+661% +$5.61M 0.14% 192
2025
Q1 		$936K Buy
+12,328
New +$1.16M 0.4% 52
2024
Q1 		– Sell
-2,100
Closed -$213K – 972
2023
Q4 		$213K Buy
+2,100
New +$203K ﹤0.01% 936

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 Portfolio Strategies's WK Position: Q1 2026 in Review

Susquehanna Portfolio Strategies sold out of Workiva (WK) in Q1 2026, closing a stake of 71,132 shares — an estimated $6.14M sold.

Susquehanna Portfolio Strategies first reported a position in WK in Q4 2023 and held it in 5 quarters. The position peaked at $6.42M in Q2 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Susquehanna Portfolio Strategies reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 71,132 Workiva shares in Q1 2026, an estimated $6.14M.
  • Susquehanna Portfolio Strategies first reported a position in Workiva in Q4 2023 and held it in 5 quarters.
  • Susquehanna Portfolio Strategies's Workiva position peaked at $6.42M in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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