HFM
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Harvest Fund Management’s Workiva WK Stock Holding History

Harvest Fund Management’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
-3,940
Closed -$431K – 646
2025
Q4 		$431K Hold
3,940
– – 0.02% 271
2025
Q3 		$431K Hold
3,940
– – 0.02% 272
2025
Q2 		$431K Hold
3,940
– – 0.02% 260
2025
Q1 		$431K Hold
3,940
– – 0.02% 291
2024
Q4 		$431K Buy
+3,940
New +$363K 0.02% 354
2023
Q4 		– Sell
-536
Closed -$54K – 710
2023
Q3 		$54K Buy
+536
New +$55.7K 0.01% 398
2022
Q2 		– Sell
-165
Closed -$19K – 759
2022
Q1 		$19K Hold
165
– – ﹤0.01% 582
2021
Q4 		$21K Sell
165
-207
-56% -$29.2K ﹤0.01% 608
2021
Q3 		$52K Buy
+372
New +$50.4K 0.01% 393

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Harvest Fund Management's WK Position: Q1 2026 in Review

Harvest Fund Management sold out of Workiva (WK) in Q1 2026, closing a stake of 3,940 shares — an estimated $431K sold.

Harvest Fund Management first reported a position in WK in Q3 2021 and held it in 9 quarters. The position peaked at $431K in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Harvest Fund Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 3,940 Workiva shares in Q1 2026, an estimated $431K.
  • Harvest Fund Management first reported a position in Workiva in Q3 2021 and held it in 9 quarters.
  • Harvest Fund Management's Workiva position peaked at $431K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.