SEC 13F Intelligence

Edmond De Rothschild Holding S.A. / WK

Edmond De Rothschild Holding S.A.’s Workiva Inc Position

Does Edmond De Rothschild Holding S.A. own Workiva Inc (WK)? Yes — 1.22M shares worth $73M (+1.05% of its 13F portfolio) as of Q1 2026, up from 941.4K shares the prior filed quarter.

Position Value
$73M
Q1 2026
Shares
1.22M
% of Portfolio
+1.05%
Quarters Held
4
currently held

Position History WK

Reported value by quarter
Q2 ’25: $89MQ2 ’25Q3 ’25: $109MQ3 ’25Q4 ’25: $81MQ4 ’25Q1 ’26: $73MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.22M$73M+1.05%
Q4 2025941.4K$81M+1.15%
Q3 20251.26M$109M+1.68%
Q2 20251.30M$89M+1.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmond De Rothschild Holding S.A.’s full portfolio or all institutional holders of WK.