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Woodline Partners’s Workiva WK Stock Holding History

Woodline Partners’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 		$639K Sell
10,723
-538
-5% -$37.5K ﹤0.01% 933
2025
Q4 		$971K Sell
11,261
-2,500
-18% -$221K ﹤0.01% 842
2025
Q3 		$1.18M Sell
13,761
-401,872
-97% -$30.2M 0.01% 789
2025
Q2 		$28.5M Buy
415,633
+115,120
+38% +$7.92M 0.15% 207
2025
Q1 		$22.8M Buy
300,513
+291,894
+3,387% +$27.6M 0.15% 204
2024
Q4 		$944K Sell
8,619
-98,172
-92% -$9.05M 0.01% 768
2024
Q3 		$8.45M Buy
106,791
+88,029
+469% +$6.61M 0.07% 327
2024
Q2 		$1.37M Buy
18,762
+13,975
+292% +$1.1M 0.01% 443
2024
Q1 		$406K Sell
4,787
-29,025
-86% -$2.61M ﹤0.01% 482
2023
Q4 		$3.43M Sell
33,812
-37,572
-53% -$3.62M 0.04% 350
2023
Q3 		$7.23M Sell
71,384
-91,091
-56% -$9.47M 0.08% 257
2023
Q2 		$16.5M Sell
162,475
-151,445
-48% -$14.6M 0.2% 152
2023
Q1 		$32.1M Buy
313,920
+307,998
+5,201% +$27.9M 0.44% 67
2022
Q4 		$497K Sell
5,922
-3,104
-34% -$241K 0.01% 604
2022
Q3 		$702K Buy
+9,026
New +$616K 0.01% 564
2022
Q1 		– Sell
-79,959
Closed -$10.4M – 833
2021
Q4 		$10.4M Buy
+79,959
New +$11.3M 0.15% 189

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

Woodline Partners's WK Position: Q1 2026 in Review

Woodline Partners reduced its Workiva (WK) stake by 4.8% in Q1 2026, selling an estimated $37.5K and leaving 10,723 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Woodline Partners first reported a position in WK in Q4 2021 and has held it in 16 quarters since. The position peaked at $32.1M in Q1 2023. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Woodline Partners held 10,723 shares of Workiva worth $639K as of Q1 2026.
  • Woodline Partners sold 538 Workiva shares in Q1 2026, an estimated $37.5K.
  • Workiva made up ﹤0.01% of Woodline Partners's portfolio in Q1 2026, its #933 holding.
  • Woodline Partners first reported a position in Workiva in Q4 2021 and has held it in 16 quarters since.
  • Woodline Partners's Workiva position peaked at $32.1M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.