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Xponance’s Workiva WK Stock Holding History

Xponance’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 		$252K Buy
5,195
+422
+9% +$21.7K ﹤0.01% 1506
2026
Q1 		$285K Buy
4,773
+803
+20% +$56K ﹤0.01% 1293
2025
Q4 		$342K Buy
3,970
+23
+0.6% +$2.04K ﹤0.01% 1112
2025
Q3 		$340K Buy
3,947
+51
+1% +$3.83K ﹤0.01% 1104
2025
Q2 		$267K Buy
3,896
+46
+1% +$3.16K ﹤0.01% 1185
2025
Q1 		$292K Buy
3,850
+241
+7% +$22.8K ﹤0.01% 1112
2024
Q4 		$395K Buy
3,609
+308
+9% +$28.4K ﹤0.01% 1026
2024
Q3 		$261K Buy
3,301
+106
+3% +$7.96K ﹤0.01% 1132
2024
Q2 		$233K Buy
3,195
+182
+6% +$14.3K ﹤0.01% 1133
2024
Q1 		$256K Sell
3,013
-6
-0.2% -$540 ﹤0.01% 1109
2023
Q4 		$307K Sell
3,019
-820
-21% -$79.1K ﹤0.01% 1056
2023
Q3 		$389K Sell
3,839
-129
-3% -$13.4K 0.01% 972
2023
Q2 		$403K Buy
3,968
+1,203
+44% +$116K 0.01% 971
2023
Q1 		$283K Buy
2,765
+41
+2% +$3.71K ﹤0.01% 1053
2022
Q4 		$229K Buy
2,724
+50
+2% +$3.88K ﹤0.01% 1095
2022
Q3 		$208K Buy
+2,674
New +$183K ﹤0.01% 1081
2022
Q2 		– Sell
-2,039
Closed -$241K – 1236
2022
Q1 		$241K Buy
2,039
+2
+0.1% +$221 ﹤0.01% 1067
2021
Q4 		$266K Buy
2,037
+12
+0.6% +$1.69K ﹤0.01% 1063
2021
Q3 		$285K Sell
2,025
-276
-12% -$37.4K 0.01% 1053
2021
Q2 		$256K Buy
+2,301
New +$223K ﹤0.01% 1104

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

Xponance's WK Position: Q2 2026 in Review

Xponance increased its Workiva (WK) stake by 8.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 5,195 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Xponance first reported a position in WK in Q2 2021 and has held it in 20 quarters since. The position peaked at $403K in Q2 2023. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Xponance held 5,195 shares of Workiva worth $252K as of Q2 2026.
  • Xponance bought 422 Workiva shares in Q2 2026, an estimated $21.7K.
  • Workiva made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1506 holding.
  • Xponance first reported a position in Workiva in Q2 2021 and has held it in 20 quarters since.
  • Xponance's Workiva position peaked at $403K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.