Wellington Management Group
WK icon

Wellington Management Group’s Workiva WK Stock Holding History

Wellington Management Group’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 		$1.8M Buy
+37,124
New +$1.91M ﹤0.01% 1653
2024
Q2 		– Sell
-67,735
Closed -$5.74M – 1983
2024
Q1 		$5.74M Sell
67,735
-89,010
-57% -$8.02M ﹤0.01% 1295
2023
Q4 		$15.9M Sell
156,745
-47,697
-23% -$4.6M ﹤0.01% 998
2023
Q3 		$20.7M Sell
204,442
-35,610
-15% -$3.7M ﹤0.01% 927
2023
Q2 		$24.4M Sell
240,052
-10,691
-4% -$1.03M ﹤0.01% 899
2023
Q1 		$25.7M Buy
250,743
+16,206
+7% +$1.47M 0.01% 875
2022
Q4 		$19.7M Sell
234,537
-11,034
-4% -$855K ﹤0.01% 922
2022
Q3 		$19.1M Sell
245,571
-3,976
-2% -$271K ﹤0.01% 922
2022
Q2 		$16.5M Buy
249,547
+3,886
+2% +$323K ﹤0.01% 994
2022
Q1 		$29M Buy
245,661
+22,972
+10% +$2.54M 0.01% 931
2021
Q4 		$29.1M Buy
222,689
+18,929
+9% +$2.67M ﹤0.01% 995
2021
Q3 		$28.7M Buy
+203,760
New +$27.6M ﹤0.01% 981
2019
Q4 		– Sell
-64,071
Closed -$2.81M – 2131
2019
Q3 		$2.81M Buy
64,071
+26,599
+71% +$1.4M ﹤0.01% 1497
2019
Q2 		$2.18M Buy
37,472
+23,129
+161% +$1.24M ﹤0.01% 1602
2019
Q1 		$727K Buy
+14,343
New +$631K ﹤0.01% 1830

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

Wellington Management Group's WK Position: Q2 2026 in Review

Wellington Management Group opened a new position in Workiva (WK) in Q2 2026: 37,124 shares worth $1.8M. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in WK as recently as Q1 2024.

Wellington Management Group first reported a position in WK in Q1 2019 and has held it in 15 quarters since. The position peaked at $29.1M in Q4 2021. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Wellington Management Group held 37,124 shares of Workiva worth $1.8M as of Q2 2026.
  • Workiva was a new Wellington Management Group position in Q2 2026.
  • Workiva made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1653 holding.
  • Wellington Management Group first reported a position in Workiva in Q1 2019 and has held it in 15 quarters since.
  • Wellington Management Group's Workiva position peaked at $29.1M in Q4 2021.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.