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Tower Research Capital (TRC)’s Workiva WK Stock Holding History

Tower Research Capital (TRC)’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 		$190K Buy
3,194
+2,262
+243% +$158K ﹤0.01% 1661
2025
Q4 		$80.4K Sell
932
-946
-50% -$83.8K ﹤0.01% 2094
2025
Q3 		$162K Sell
1,878
-5,759
-75% -$433K ﹤0.01% 1638
2025
Q2 		$523K Buy
7,637
+6,543
+598% +$450K 0.01% 946
2025
Q1 		$83K Buy
1,094
+297
+37% +$28.1K ﹤0.01% 1879
2024
Q4 		$87.3K Sell
797
-5,555
-87% -$512K ﹤0.01% 2219
2024
Q3 		$503K Sell
6,352
-7,226
-53% -$542K 0.01% 862
2024
Q2 		$991K Buy
13,578
+13,089
+2,677% +$1.03M 0.02% 777
2024
Q1 		$41.5K Sell
489
-7,109
-94% -$640K ﹤0.01% 2408
2023
Q4 		$771K Buy
7,598
+5,840
+332% +$563K 0.01% 1038
2023
Q3 		$178K Buy
1,758
+853
+94% +$88.7K 0.01% 1510
2023
Q2 		$92K Sell
905
-960
-51% -$92.3K ﹤0.01% 2085
2023
Q1 		$191K Buy
1,865
+337
+22% +$30.5K 0.01% 1394
2022
Q4 		$128K Sell
1,528
-28
-2% -$2.17K 0.01% 1638
2022
Q3 		$121K Sell
1,556
-4,228
-73% -$289K ﹤0.01% 2410
2022
Q2 		$381K Buy
5,784
+4,679
+423% +$389K 0.01% 1303
2022
Q1 		$131K Sell
1,105
-258
-19% -$28.5K ﹤0.01% 2016
2021
Q4 		$178K Sell
1,363
-3,346
-71% -$472K ﹤0.01% 1861
2021
Q3 		$664K Buy
4,709
+3,672
+354% +$497K 0.02% 786
2021
Q2 		$115K Sell
1,037
-2,012
-66% -$195K ﹤0.01% 2319
2021
Q1 		$269K Buy
3,049
+1,608
+112% +$159K ﹤0.01% 1757
2020
Q4 		$132K Sell
1,441
-22,013
-94% -$1.55M ﹤0.01% 2091
2020
Q3 		$1.31M Buy
23,454
+12,140
+107% +$676K 0.01% 725
2020
Q2 		$605K Buy
11,314
+8,997
+388% +$369K 0.02% 850
2020
Q1 		$75K Buy
2,317
+2,277
+5,693% +$94.7K ﹤0.01% 1108
2019
Q4 		$2K Buy
+40
New +$1.69K ﹤0.01% 3124
2018
Q3 		– Sell
-16,161
Closed -$394K – 4300
2018
Q2 		$394K Buy
16,161
+11,031
+215% +$278K 0.02% 748
2018
Q1 		$122K Buy
5,130
+2,749
+115% +$63.2K 0.01% 1140
2017
Q4 		$51K Sell
2,381
-155
-6% -$3.41K 0.01% 1336
2017
Q3 		$53K Buy
2,536
+1,662
+190% +$32.9K ﹤0.01% 1915
2017
Q2 		$17K Buy
874
+825
+1,684% +$14.6K ﹤0.01% 1323
2017
Q1 		$1K Sell
49
-796
-94% -$11.2K ﹤0.01% 2864
2016
Q4 		$12K Buy
+845
New +$13K ﹤0.01% 2547
2016
Q2 		– Sell
-591
Closed -$6K – 5048
2016
Q1 		$6K Sell
591
-1,299
-69% -$17.1K ﹤0.01% 2572
2015
Q4 		$34K Buy
+1,890
New +$32.6K 0.01% 784
2015
Q3 		– Sell
-1,082
Closed -$15K – 4860
2015
Q2 		$15K Buy
1,082
+296
+38% +$4.15K ﹤0.01% 2363
2015
Q1 		$11K Sell
786
-9,914
-93% -$138K ﹤0.01% 2724
2014
Q4 		$143K Buy
+10,700
New +$147K 0.01% 431

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

Tower Research Capital (TRC)'s WK Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Workiva (WK) stake by 243% in Q1 2026, buying an estimated $158K and bringing the position to 3,194 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Tower Research Capital (TRC) first reported a position in WK in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.31M in Q3 2020. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Tower Research Capital (TRC) held 3,194 shares of Workiva worth $190K as of Q1 2026.
  • Tower Research Capital (TRC) bought 2,262 Workiva shares in Q1 2026, an estimated $158K.
  • Workiva made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1661 holding.
  • Tower Research Capital (TRC) first reported a position in Workiva in Q4 2014 and has held it in 38 quarters since.
  • Tower Research Capital (TRC)'s Workiva position peaked at $1.31M in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.