AlphaQuest’s Workiva WK Stock Holding History

AlphaQuest’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	–	Sell	-2,603	Closed	-$225K	–	2091
2025 Q4	$225K	Buy	2,603 +2,021	+347%	+$179K	0.01%	1386
2025 Q3	$50.1K	Sell	582 -5,626	-91%	-$423K	﹤0.01%	1933
2025 Q2	$425K	Buy	6,208 +4,061	+189%	+$279K	0.04%	684
2025 Q1	$163K	Buy	+2,147	New	+$203K	0.02%	1080
2024 Q4	–	Sell	-14,633	Closed	-$1.16M	–	2046
2024 Q3	$1.16M	Buy	14,633 +11,931	+442%	+$896K	0.1%	312
2024 Q2	$197K	Buy	2,702 +2,696	+44,933%	+$212K	0.03%	753
2024 Q1	$509	Buy	+6	New	+$540	﹤0.01%	1517

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AlphaQuest's WK Position: Q1 2026 in Review

AlphaQuest sold out of Workiva (WK) in Q1 2026, closing a stake of 2,603 shares — an estimated $225K sold.

AlphaQuest first reported a position in WK in Q1 2024 and held it in 7 quarters. The position peaked at $1.16M in Q3 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

AlphaQuest reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 2,603 Workiva shares in Q1 2026, an estimated $225K.
AlphaQuest first reported a position in Workiva in Q1 2024 and held it in 7 quarters.
AlphaQuest's Workiva position peaked at $1.16M in Q3 2024.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.