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Topline Capital Management’s Workiva WK Stock Holding History

Topline Capital 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
Q2 		$42.3M Sell
871,101
-178,989
-17% -$9.22M 10.96% 2
2026
Q1 		$62.6M Buy
1,050,090
+761,840
+264% +$53.1M 10.35% 2
2025
Q4 		$24.9M Buy
288,250
+279,779
+3,303% +$24.8M 2.25% 15
2025
Q3 		$729K Sell
8,471
-49,529
-85% -$3.72M 0.13% 38
2025
Q2 		$3.97M Buy
+58,000
New +$3.99M 0.68% 24

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

Topline Capital Management's WK Position: Q2 2026 in Review

Topline Capital Management reduced its Workiva (WK) stake by 17% in Q2 2026, selling an estimated $9.22M and leaving 871,101 shares worth $42.3M. The position accounts for 10.96% of the portfolio, ranked #2.

Topline Capital Management first reported a position in WK in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.6M in Q1 2026. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Topline Capital Management held 871,101 shares of Workiva worth $42.3M as of Q2 2026.
  • Topline Capital Management sold 178,989 Workiva shares in Q2 2026, an estimated $9.22M.
  • Workiva made up 10.96% of Topline Capital Management's portfolio in Q2 2026, its #2 holding.
  • Topline Capital Management first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • Topline Capital Management's Workiva position peaked at $62.6M in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Topline Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.