Verition Fund Management
WK icon

Verition Fund Management’s Workiva WK Stock Holding History

Verition Fund 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 		– Sell
-25,100
Closed -$2.16M – 3642
2025
Q4 		$2.16M Sell
25,100
-1,759
-7% -$156K 0.01% 1535
2025
Q3 		$2.31M Sell
26,859
-39,659
-60% -$2.98M 0.01% 1849
2025
Q2 		$4.55M Buy
66,518
+1,144
+2% +$78.7K 0.02% 1223
2025
Q1 		$4.96M Buy
65,374
+54,691
+512% +$5.17M 0.02% 849
2024
Q4 		$1.17M Sell
10,683
-9,778
-48% -$901K ﹤0.01% 1945
2024
Q3 		$1.62M Buy
20,461
+14,467
+241% +$1.09M 0.01% 1555
2024
Q2 		$438K Buy
5,994
+1,550
+35% +$122K ﹤0.01% 2125
2024
Q1 		$377K Buy
4,444
+643
+17% +$57.9K ﹤0.01% 2166
2023
Q4 		$386K Buy
3,801
+781
+26% +$75.3K ﹤0.01% 1648
2023
Q3 		$306K Buy
3,020
+355
+13% +$36.9K ﹤0.01% 1723
2023
Q2 		$271K Buy
+2,665
New +$256K ﹤0.01% 1632
2022
Q4 		– Sell
-8,013
Closed -$623K – 2811
2022
Q3 		$623K Buy
+8,013
New +$547K 0.01% 1735
2021
Q4 		– Sell
-6,532
Closed -$921K – 2831
2021
Q3 		$921K Buy
+6,532
New +$885K 0.01% 962
2018
Q4 		– Sell
-5,501
Closed -$217K – 1305
2018
Q3 		$217K Buy
+5,501
New +$171K 0.01% 1149

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

Verition Fund Management's WK Position: Q1 2026 in Review

Verition Fund Management sold out of Workiva (WK) in Q1 2026, closing a stake of 25,100 shares — an estimated $2.16M sold.

Verition Fund Management first reported a position in WK in Q3 2018 and held it in 14 quarters. The position peaked at $4.96M in Q1 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Verition Fund Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 25,100 Workiva shares in Q1 2026, an estimated $2.16M.
  • Verition Fund Management first reported a position in Workiva in Q3 2018 and held it in 14 quarters.
  • Verition Fund Management's Workiva position peaked at $4.96M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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