Creative Capital Management Investments’s Workiva WK Stock Holding History

Creative Capital Management Investments’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 Q2	$194	Buy	+4	New	+$206	﹤0.01%	1392

Other funds holding WK

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Creative Capital Management Investments's WK Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Workiva (WK) in Q2 2026: 4 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings.

43 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Creative Capital Management Investments held 4 shares of Workiva worth $194 as of Q2 2026.
Workiva was a new Creative Capital Management Investments position in Q2 2026.
Workiva made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1392 holding.
43 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.