HM
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Harvest Management’s Workiva WK Stock Holding History

Harvest 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
2024
Q3 		– Sell
-3,900
Closed -$285K – 57
2024
Q2 		$285K Sell
3,900
-356
-8% -$28K 0.22% 39
2024
Q1 		$361K Buy
4,256
+56
+1% +$5.04K 0.24% 39
2023
Q4 		$426K Buy
4,200
+700
+20% +$67.5K 0.39% 30
2023
Q3 		$355K Buy
3,500
+500
+17% +$52K 0.18% 34
2023
Q2 		$305K Sell
3,000
-2,300
-43% -$221K 0.26% 36
2023
Q1 		$543K Sell
5,300
-2,550
-32% -$231K 0.41% 30
2022
Q4 		$659K Sell
7,850
-150
-2% -$11.6K 0.68% 28
2022
Q3 		$622K Buy
+8,000
New +$546K 0.5% 39

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Harvest Management's WK Position: Q3 2024 in Review

Harvest Management sold out of Workiva (WK) in Q3 2024, closing a stake of 3,900 shares — an estimated $285K sold.

Harvest Management first reported a position in WK in Q3 2022 and held it in 8 quarters. The position peaked at $659K in Q4 2022. 294 funds tracked by Wall St. Rank hold WK as of Q3 2024.

  • Harvest Management reported no remaining Workiva position as of Q3 2024 after selling out during the quarter.
  • Harvest Management sold 3,900 Workiva shares in Q3 2024, an estimated $285K.
  • Harvest Management first reported a position in Workiva in Q3 2022 and held it in 8 quarters.
  • Harvest Management's Workiva position peaked at $659K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Workiva as of Q3 2024.

Based on Harvest Management's 13F filing for Q3 2024, filed 14 Nov 2024.