Joel Greenblatt's WK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,912 shares of Workiva Inc. (WK) worth $251,160, representing 0.00% of the portfolio. First purchased in 2019-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 7,126 shares. Largest reduction occurred in Q4 2023, reducing 6,002 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Workiva (WK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workiva (WK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,912 | New Buy | 2,912 | $86.25 |
| Q4 2023 | -6,002 | Sold Out | 0 | $0.00 |
| Q3 2023 | +6,002 | New Buy | 6,002 | $101.34 |
| Q2 2023 | -2,503 | Sold Out | 0 | $0.00 |
| Q1 2023 | +2,503 | New Buy | 2,503 | $102.41 |
| Q1 2022 | -5,355 | Sold Out | 0 | $0.00 |
| Q4 2021 | -5,678 | Reduce 51.46% | 5,355 | $130.53 |
| Q3 2021 | +7,126 | Add 182.39% | 11,033 | $140.94 |
| Q2 2021 | -1,700 | Reduce 30.32% | 3,907 | $111.34 |
| Q1 2021 | +956 | Add 20.55% | 5,607 | $88.28 |
| Q4 2020 | +4,651 | New Buy | 4,651 | $91.59 |
| Q3 2020 | -4,623 | Sold Out | 0 | $0.00 |
| Q2 2020 | +4,623 | New Buy | 4,623 | $53.43 |
| Q3 2019 | -5,144 | Sold Out | 0 | $0.00 |
| Q2 2019 | +5,144 | New Buy | 5,144 | $58.13 |
Joel Greenblatt's Workiva Investment FAQs
Joel Greenblatt first purchased Workiva Inc. (WK) in Q2 2019, acquiring 5,144 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Workiva Inc. (WK) for 15 quarters since Q2 2019.
Joel Greenblatt's largest addition to Workiva Inc. (WK) was in Q3 2021, adding 11,033 shares worth $1.56 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,912 shares of Workiva Inc. (WK), valued at approximately $251,160.
As of the Q4 2025 filing, Workiva Inc. (WK) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Workiva Inc. (WK) was 11,033 shares, as reported at the end of Q3 2021.