Tortoise Investment Management’s Workiva WK Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-1	Closed	-$86	–	1455
2025 Q3	$86	Buy	+1	New	+$75	﹤0.01%	1409

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tortoise Investment Management's WK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Workiva (WK) in Q4 2025, closing a stake of 1 share — an estimated $86 sold.

Tortoise Investment Management first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $86 in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

Tortoise Investment Management reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1 Workiva share in Q4 2025, an estimated $86.
Tortoise Investment Management first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Workiva position peaked at $86 in Q3 2025.
348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.