Vancity Investment Management’s Workiva WK Stock Holding History

Vancity 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
2026 Q1	$908K	Buy	15,227 +2,819	+23%	+$197K	0.14%	40
2025 Q4	$1.07M	Sell	12,408 -3,042	-20%	-$269K	0.15%	36
2025 Q3	$1.33M	Buy	15,450 +44	+0.3%	+$3.31K	0.18%	35
2025 Q2	$1.05M	Buy	15,406 +4,138	+37%	+$285K	0.13%	42
2025 Q1	$855K	Buy	+11,268	New	+$1.06M	0.12%	49
2024 Q3	$1.18M	Sell	14,882 -12,416	-45%	-$932K	0.14%	43
2024 Q2	$2.1M	Buy	27,298 +13,870	+103%	+$1.09M	0.13%	43
2024 Q1	$1.14M	Buy	13,428 +4,316	+47%	+$389K	0.14%	47
2023 Q4	$925K	Buy	9,112 +1,113	+14%	+$107K	0.14%	49
2023 Q3	$811K	Hold	7,999	–	–	0.11%	55
2023 Q2	$813K	Hold	7,999	–	–	0.1%	55
2023 Q1	$819K	Buy	+7,999	New	+$725K	0.11%	52

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

Vancity Investment Management's WK Position: Q1 2026 in Review

Vancity Investment Management increased its Workiva (WK) stake by 23% in Q1 2026, buying an estimated $197K and bringing the position to 15,227 shares worth $908K. The position accounts for 0.14% of the portfolio, ranked #40.

Vancity Investment Management first reported a position in WK in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q2 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Vancity Investment Management held 15,227 shares of Workiva worth $908K as of Q1 2026.
Vancity Investment Management bought 2,819 Workiva shares in Q1 2026, an estimated $197K.
Workiva made up 0.14% of Vancity Investment Management's portfolio in Q1 2026, its #40 holding.
Vancity Investment Management first reported a position in Workiva in Q1 2023 and has held it in 12 quarters since.
Vancity Investment Management's Workiva position peaked at $2.1M in Q2 2024.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.