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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
Q3 		$193K Buy
2,901
+1,385
+91% +$91.1K 0.01% 1347
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

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's WK Position: Q3 2026 in Review

GAMMA Investing increased its Workiva (WK) stake by 91% in Q3 2026, buying an estimated $91.1K and bringing the position to 2,901 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #1347.

GAMMA Investing first reported a position in WK in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • GAMMA Investing held 2,901 shares of Workiva worth $193K as of Q3 2026.
  • GAMMA Investing bought 1,385 Workiva shares in Q3 2026, an estimated $91.1K.
  • Workiva made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1347 holding.
  • GAMMA Investing first reported a position in Workiva in Q4 2023 and has held it in 12 quarters since.
  • 12 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.