GI
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GAMMA Investing’s Workiva WK Stock Holding History

GAMMA Investing’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 		$73.5K Buy
1,516
+89
+6% +$4.58K ﹤0.01% 2043
2026
Q1 		$85.1K Buy
1,427
+791
+124% +$55.2K ﹤0.01% 1802
2025
Q4 		$54.9K Buy
636
+349
+122% +$30.9K ﹤0.01% 2014
2025
Q3 		$24.7K Buy
287
+213
+288% +$16K ﹤0.01% 2416
2025
Q2 		$5.07K Sell
74
-204
-73% -$14K ﹤0.01% 3108
2025
Q1 		$21.1K Buy
278
+31
+13% +$2.93K ﹤0.01% 2348
2024
Q4 		$27K Buy
247
+70
+40% +$6.45K ﹤0.01% 2103
2024
Q3 		$14K Buy
177
+88
+99% +$6.61K ﹤0.01% 2306
2024
Q2 		$6.5K Buy
89
+21
+31% +$1.65K ﹤0.01% 2450
2024
Q1 		$5.77K Sell
68
-3
-4% -$270 ﹤0.01% 2350
2023
Q4 		$6.6K Buy
+71
New +$6.85K ﹤0.01% 2103

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

GAMMA Investing's WK Position: Q2 2026 in Review

GAMMA Investing increased its Workiva (WK) stake by 6.2% in Q2 2026, buying an estimated $4.58K and bringing the position to 1,516 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

GAMMA Investing first reported a position in WK in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.1K in Q1 2026. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • GAMMA Investing held 1,516 shares of Workiva worth $73.5K as of Q2 2026.
  • GAMMA Investing bought 89 Workiva shares in Q2 2026, an estimated $4.58K.
  • Workiva made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2043 holding.
  • GAMMA Investing first reported a position in Workiva in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Workiva position peaked at $85.1K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.