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Readystate Asset Management’s Workiva WK Stock Holding History

Readystate Asset 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
-10,000
Closed -$863K – 916
2025
Q4 		$863K Sell
10,000
-361,224
-97% -$32M 0.04% 228
2025
Q3 		$32M Buy
+371,224
New +$27.9M 1.36% 10

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

Readystate Asset Management's WK Position: Q1 2026 in Review

Readystate Asset Management sold out of Workiva (WK) in Q1 2026, closing a stake of 10,000 shares — an estimated $863K sold.

Readystate Asset Management first reported a position in WK in Q3 2025 and held it in 2 quarters. The position peaked at $32M in Q3 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Readystate Asset Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Readystate Asset Management sold 10,000 Workiva shares in Q1 2026, an estimated $863K.
  • Readystate Asset Management first reported a position in Workiva in Q3 2025 and held it in 2 quarters.
  • Readystate Asset Management's Workiva position peaked at $32M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Readystate Asset Management's 13F filing for Q1 2026, filed 15 May 2026.