TwinBeech Capital’s Workiva WK Stock Holding History

TwinBeech Capital’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	$244K	Buy	+4,100	New	+$286K	0.03%	484
2025 Q2	–	Sell	-104,824	Closed	-$7.96M	–	1008
2025 Q1	$7.96M	Buy	+104,824	New	+$9.9M	0.14%	180
2024 Q3	–	Sell	-71,496	Closed	-$5.22M	–	924
2024 Q2	$5.22M	Buy	+71,496	New	+$5.63M	0.1%	224
2024 Q1	–	Sell	-17,014	Closed	-$1.73M	–	889
2023 Q4	$1.73M	Buy	+17,014	New	+$1.64M	0.03%	424
2022 Q1	–	Sell	-16,225	Closed	-$2.12M	–	765
2021 Q4	$2.12M	Buy	+16,225	New	+$2.29M	0.12%	225
2021 Q2	–	Sell	-4,220	Closed	-$372K	–	674
2021 Q1	$372K	Buy	+4,220	New	+$418K	0.05%	343

Other funds holding WK

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

TwinBeech Capital's WK Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Workiva (WK) in Q1 2026: 4,100 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #484 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in WK as recently as Q1 2025.

TwinBeech Capital first reported a position in WK in Q1 2021 and has held it in 6 quarters since. The position peaked at $7.96M in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

TwinBeech Capital held 4,100 shares of Workiva worth $244K as of Q1 2026.
Workiva was a new TwinBeech Capital position in Q1 2026.
Workiva made up 0.03% of TwinBeech Capital's portfolio in Q1 2026, its #484 holding.
TwinBeech Capital first reported a position in Workiva in Q1 2021 and has held it in 6 quarters since.
TwinBeech Capital's Workiva position peaked at $7.96M in Q1 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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