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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
Q2 		– Sell
-4,100
Closed -$244K – 722
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
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

TwinBeech Capital's WK Position: Q2 2026 in Review

TwinBeech Capital sold out of Workiva (WK) in Q2 2026, closing a stake of 4,100 shares — an estimated $244K sold.

TwinBeech Capital first reported a position in WK in Q1 2021 and held it in 6 quarters. The position peaked at $7.96M in Q1 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • TwinBeech Capital reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 4,100 Workiva shares in Q2 2026, an estimated $244K.
  • TwinBeech Capital first reported a position in Workiva in Q1 2021 and held it in 6 quarters.
  • TwinBeech Capital's Workiva position peaked at $7.96M in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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