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Hardy Reed’s Workiva WK Stock Holding History

Hardy Reed’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
-2,543
Closed -$219K – 258
2025
Q4 		$219K Hold
2,543
– – 0.02% 224
2025
Q3 		$219K Sell
2,543
-882
-26% -$66.3K 0.02% 231
2025
Q2 		$234K Sell
3,425
-38
-1% -$2.61K 0.02% 219
2025
Q1 		$263K Hold
3,463
– – 0.02% 196
2024
Q4 		$379K Hold
3,463
– – 0.03% 156
2024
Q3 		$274K Buy
3,463
+38
+1% +$2.85K 0.02% 201
2024
Q2 		$250K Hold
3,425
– – 0.03% 204
2024
Q1 		$290K Buy
3,425
+215
+7% +$19.4K 0.04% 92
2023
Q4 		$326K Sell
3,210
-15
-0.5% -$1.45K 0.04% 88
2023
Q3 		$327K Hold
3,225
– – 0.06% 76
2023
Q2 		$328K Hold
3,225
– – 0.06% 73
2023
Q1 		$330K Sell
3,225
-363
-10% -$32.9K 0.06% 81
2022
Q4 		$301K Hold
3,588
– – 0.06% 82
2022
Q3 		$279K Buy
3,588
+443
+14% +$30.2K 0.06% 67
2022
Q2 		$208K Sell
3,145
-17
-0.5% -$1.42K 0.04% 76
2022
Q1 		$373K Buy
3,162
+135
+4% +$14.9K 0.07% 57
2021
Q4 		$395K Sell
3,027
-464
-13% -$65.4K 0.07% 70
2021
Q3 		$492K Hold
3,491
– – 0.09% 57
2021
Q2 		$389K Buy
3,491
+200
+6% +$19.4K 0.07% 64
2021
Q1 		$290K Buy
3,291
+490
+17% +$48.5K 0.06% 78
2020
Q4 		$257K Buy
+2,801
New +$197K 0.05% 87

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
EC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hardy Reed's WK Position: Q1 2026 in Review

Hardy Reed sold out of Workiva (WK) in Q1 2026, closing a stake of 2,543 shares — an estimated $219K sold.

Hardy Reed first reported a position in WK in Q4 2020 and held it in 21 quarters. The position peaked at $492K in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Hardy Reed reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Hardy Reed sold 2,543 Workiva shares in Q1 2026, an estimated $219K.
  • Hardy Reed first reported a position in Workiva in Q4 2020 and held it in 21 quarters.
  • Hardy Reed's Workiva position peaked at $492K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.