TCM
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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
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 $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

Topline Capital Management's WK Position: Q1 2026 in Review

Topline Capital Management increased its Workiva (WK) stake by 264% in Q1 2026, buying an estimated $53.1M and bringing the position to 1,050,090 shares worth $62.6M. The position accounts for 10.35% of the portfolio, ranked #2.

Topline Capital Management first reported a position in WK in Q2 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Topline Capital Management held 1,050,090 shares of Workiva worth $62.6M as of Q1 2026.
  • Topline Capital Management bought 761,840 Workiva shares in Q1 2026, an estimated $53.1M.
  • Workiva made up 10.35% of Topline Capital Management's portfolio in Q1 2026, its #2 holding.
  • Topline Capital Management first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Topline Capital Management's 13F filing for Q1 2026, filed 15 May 2026.