Willdan Stock Is Skyrocketing, but One Fund Still Cashed Out $7.7 Million
Key takeaways
- According to a SEC filing dated May 7, 2026, Bard Associates reduced its holding in Willdan Group (NASDAQ:WLDN) by 73,167 shares during the first quarter.
- Bard Associates’ position in Willdan Group now represents less than 0.004% of its reportable U.S. equity AUM after the sell-down.
- NYSEMKT: JAAA: $25.28 million (6.3% of AUM)
Jonathan Ponciano, The Motley Fool Sun, May 10, 2026 at 12:21 AM GMT+7 4 min read WLDN FFC Bard Associates reported a major reduction in its Willdan Group (NASDAQ:WLDN) stake, selling an estimated $7.74 million of shares in the first quarter, according to a May 7, 2026, SEC filing.
According to a SEC filing dated May 7, 2026, Bard Associates reduced its holding in Willdan Group (NASDAQ:WLDN) by 73,167 shares during the first quarter. The estimated value of the trade, based on the average closing price for the quarter ended March 31, 2026, was approximately $7.74 million. The fund s quarter-end position value in Willdan Group decreased by $7.59 million, reflecting both the share sale and price changes.
Bard Associates’ position in Willdan Group now represents less than 0.004% of its reportable U.S. equity AUM after the sell-down.