IAIM
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International Assets Investment Management’s Workiva WK Stock Holding History

International Assets Investment 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
Q2 		$5.08K Buy
100
+8
+9% +$412 ﹤0.01% 1964
2026
Q1 		$5.49K Buy
+92
New +$6.42K ﹤0.01% 1825
2024
Q4 		– Sell
-9,257
Closed -$117 – 1968
2024
Q3 		$117 Buy
9,257
+9,114
+6,373% +$684K ﹤0.01% 1613
2024
Q2 		$10.4K Buy
+143
New +$11.3K ﹤0.01% 1659
2023
Q2 		– Sell
-146
Closed -$15K – 1142
2023
Q1 		$15K Buy
+146
New +$13.2K ﹤0.01% 820
2021
Q2 		– Sell
-172
Closed -$16K – 1907
2021
Q1 		$16K Buy
172
+88
+105% +$8.71K ﹤0.01% 1397
2020
Q4 		$8K Buy
+84
New +$5.9K ﹤0.01% 1517

Other funds holding WK

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

International Assets Investment Management's WK Position: Q2 2026 in Review

International Assets Investment Management increased its Workiva (WK) stake by 8.7% in Q2 2026, buying an estimated $412 and bringing the position to 100 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

International Assets Investment Management first reported a position in WK in Q4 2020 and has held it in 7 quarters since. The position peaked at $16K in Q1 2021. 62 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • International Assets Investment Management held 100 shares of Workiva worth $5.08K as of Q2 2026.
  • International Assets Investment Management bought 8 Workiva shares in Q2 2026, an estimated $412.
  • Workiva made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1964 holding.
  • International Assets Investment Management first reported a position in Workiva in Q4 2020 and has held it in 7 quarters since.
  • International Assets Investment Management's Workiva position peaked at $16K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.