UBS AM
WK icon

UBS AM’s Workiva WK Stock Holding History

UBS AM’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 		$7.6M Buy
127,439
+1,750
+1% +$122K ﹤0.01% 1358
2025
Q4 		$10.8M Buy
125,689
+3,996
+3% +$354K ﹤0.01% 1088
2025
Q3 		$10.5M Sell
121,693
-83,569
-41% -$6.28M ﹤0.01% 1053
2025
Q2 		$14.1M Buy
205,262
+28,382
+16% +$1.95M ﹤0.01% 1188
2025
Q1 		$13.4M Sell
176,880
-4,598
-3% -$434K ﹤0.01% 1114
2024
Q4 		$19.9M Buy
181,478
+41,160
+29% +$3.79M ﹤0.01% 956
2024
Q3 		$11.1M Sell
140,318
-15,799
-10% -$1.19M ﹤0.01% 1173
2024
Q2 		$11.4M Buy
156,117
+92,519
+145% +$7.28M ﹤0.01% 1080
2024
Q1 		$5.39M Buy
63,598
+7,679
+14% +$692K ﹤0.01% 1224
2023
Q4 		$5.68M Buy
55,919
+1,653
+3% +$159K ﹤0.01% 1193
2023
Q3 		$5.5M Buy
54,266
+3,286
+6% +$342K ﹤0.01% 1174
2023
Q2 		$5.22M Hold
50,980
– – ﹤0.01% 1203
2023
Q1 		$5.22M Buy
50,980
+4,438
+10% +$402K ﹤0.01% 1203
2022
Q4 		$3.91M Buy
46,542
+1,940
+4% +$150K ﹤0.01% 1249
2022
Q3 		$3.47M Sell
44,602
-10,897
-20% -$744K ﹤0.01% 1329
2022
Q2 		$3.66M Buy
55,499
+883
+2% +$73.5K ﹤0.01% 1333
2022
Q1 		$6.44M Buy
54,616
+8,377
+18% +$926K ﹤0.01% 1247
2021
Q4 		$6.03M Buy
46,239
+2,144
+5% +$302K ﹤0.01% 1322
2021
Q3 		$6.22M Buy
44,095
+1,208
+3% +$164K ﹤0.01% 1267
2021
Q2 		$4.77M Buy
42,887
+2,230
+5% +$217K ﹤0.01% 1393
2021
Q1 		$3.59M Buy
40,657
+1,890
+5% +$187K ﹤0.01% 1494
2020
Q4 		$3.55M Buy
38,767
+7,378
+24% +$518K ﹤0.01% 1439
2020
Q3 		$1.75M Sell
31,389
-1,496
-5% -$83.2K ﹤0.01% 1605
2020
Q2 		$1.76M Sell
32,885
-3,237
-9% -$133K ﹤0.01% 1571
2020
Q1 		$1.17M Buy
36,122
+1,729
+5% +$71.9K ﹤0.01% 1635
2019
Q4 		$1.45M Buy
34,393
+3,079
+10% +$130K ﹤0.01% 1737
2019
Q3 		$1.37M Buy
31,314
+5,943
+23% +$313K ﹤0.01% 1797
2019
Q2 		$1.47M Buy
25,371
+8,865
+54% +$475K ﹤0.01% 1737
2019
Q1 		$837K Buy
16,506
+16,077
+3,748% +$707K ﹤0.01% 1892
2018
Q4 		$15.4K Hold
429
– – ﹤0.01% 2651
2018
Q3 		$16.9K Hold
429
– – ﹤0.01% 2644
2018
Q2 		$10.5K Hold
429
– – ﹤0.01% 2677
2018
Q1 		$10.2K Hold
429
– – ﹤0.01% 2576
2017
Q4 		$9.18K Hold
429
– – ﹤0.01% 2505
2017
Q3 		$8.95K Sell
429
-3,706
-90% -$73.4K ﹤0.01% 2462
2017
Q2 		$78.8K Sell
4,135
-668
-14% -$11.8K ﹤0.01% 2361
2017
Q1 		$75.2K Sell
4,803
-35,900
-88% -$504K ﹤0.01% 2323
2016
Q4 		$556K Buy
40,703
+8,810
+28% +$135K ﹤0.01% 1786
2016
Q3 		$578K Buy
+31,893
New +$517K ﹤0.01% 1904
2016
Q2 		– Sell
-397,250
Closed -$4.63M – 2639
2016
Q1 		$4.63M Sell
397,250
-123,103
-24% -$1.62M 0.01% 1043
2015
Q4 		$9.14M Sell
520,353
-44,338
-8% -$766K 0.01% 888
2015
Q3 		$8.58M Buy
564,691
+56,926
+11% +$823K 0.01% 906
2015
Q2 		$7.02M Sell
507,765
-8,635
-2% -$121K 0.01% 984
2015
Q1 		$7.44M Sell
516,400
-9,500
-2% -$132K 0.01% 953
2014
Q4 		$7.05M Buy
+525,900
New +$7.2M 0.01% 961

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

UBS AM's WK Position: Q1 2026 in Review

UBS AM increased its Workiva (WK) stake by 1.4% in Q1 2026, buying an estimated $122K and bringing the position to 127,439 shares worth $7.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

UBS AM first reported a position in WK in Q4 2014 and has held it in 45 quarters since. The position peaked at $19.9M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • UBS AM held 127,439 shares of Workiva worth $7.6M as of Q1 2026.
  • UBS AM bought 1,750 Workiva shares in Q1 2026, an estimated $122K.
  • Workiva made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1358 holding.
  • UBS AM first reported a position in Workiva in Q4 2014 and has held it in 45 quarters since.
  • UBS AM's Workiva position peaked at $19.9M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.