WG
WK icon

Winton Group’s Workiva WK Stock Holding History

Winton 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
2025
Q3 		– Sell
-11,536
Closed -$790K – 1058
2025
Q2 		$790K Buy
+11,536
New +$793K 0.04% 491
2021
Q2 		– Sell
-3,394
Closed -$300K – 1527
2021
Q1 		$300K Buy
3,394
+970
+40% +$96K 0.02% 1142
2020
Q4 		$222K Sell
2,424
-16,514
-87% -$1.16M 0.02% 1153
2020
Q3 		$1.06M Buy
+18,938
New +$1.05M 0.03% 801
2019
Q1 		– Sell
-7,772
Closed -$279K – 1197
2018
Q4 		$279K Buy
7,772
+2,421
+45% +$85.1K 0.01% 692
2018
Q3 		$211K Sell
5,351
-4,031
-43% -$125K ﹤0.01% 960
2018
Q2 		$229K Buy
+9,382
New +$236K 0.01% 930

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Winton Group's WK Position: Q3 2025 in Review

Winton Group sold out of Workiva (WK) in Q3 2025, closing a stake of 11,536 shares — an estimated $790K sold.

Winton Group first reported a position in WK in Q2 2018 and held it in 7 quarters. The position peaked at $1.06M in Q3 2020. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Winton Group reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 11,536 Workiva shares in Q3 2025, an estimated $790K.
  • Winton Group first reported a position in Workiva in Q2 2018 and held it in 7 quarters.
  • Winton Group's Workiva position peaked at $1.06M in Q3 2020.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.