T. Rowe Price Investment Management
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T. Rowe Price Investment Management’s Workiva WK Stock Holding History

T. Rowe Price Investment Management’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
-842,025
Closed -$72.6M – 941
2025
Q4 		$72.6M Sell
842,025
-752,416
-47% -$66.6M 0.05% 298
2025
Q3 		$137M Sell
1,594,441
-942,158
-37% -$70.8M 0.08% 226
2025
Q2 		$174M Sell
2,536,599
-298,124
-11% -$20.5M 0.11% 197
2025
Q1 		$215M Buy
2,834,723
+686,702
+32% +$64.9M 0.14% 162
2024
Q4 		$235M Buy
2,148,021
+200,220
+10% +$18.5M 0.15% 156
2024
Q3 		$154M Buy
1,947,801
+175,193
+10% +$13.2M 0.09% 225
2024
Q2 		$129M Buy
1,772,608
+69,719
+4% +$5.49M 0.08% 239
2024
Q1 		$144M Buy
1,702,889
+134,530
+9% +$12.1M 0.09% 233
2023
Q4 		$159M Buy
1,568,359
+3,836
+0.2% +$370K 0.1% 213
2023
Q3 		$159M Sell
1,564,523
-60,027
-4% -$6.24M 0.11% 206
2023
Q2 		$165M Sell
1,624,550
-40,811
-2% -$3.92M 0.11% 200
2023
Q1 		$171M Sell
1,665,361
-320,256
-16% -$29M 0.12% 176
2022
Q4 		$167M Buy
1,985,617
+227,006
+13% +$17.6M 0.13% 176
2022
Q3 		$137M Buy
+1,758,611
New +$120M 0.11% 189

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

T. Rowe Price Investment Management's WK Position: Q1 2026 in Review

T. Rowe Price Investment Management sold out of Workiva (WK) in Q1 2026, closing a stake of 842,025 shares — an estimated $72.6M sold.

T. Rowe Price Investment Management first reported a position in WK in Q3 2022 and held it in 14 quarters. The position peaked at $235M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • T. Rowe Price Investment Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • T. Rowe Price Investment Management sold 842,025 Workiva shares in Q1 2026, an estimated $72.6M.
  • T. Rowe Price Investment Management first reported a position in Workiva in Q3 2022 and held it in 14 quarters.
  • T. Rowe Price Investment Management's Workiva position peaked at $235M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.