Kopp Family Office’s Workiva WK Stock Holding History

Kopp Family Office’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	$2.71M	Sell	55,807 -59	-0.1%	-$3.04K	1.66%	9
2026 Q1	$3.33M	Hold	55,866	–	–	2.29%	10
2025 Q4	$4.82M	Sell	55,866 -1,700	-3%	-$151K	3.08%	10
2025 Q3	$4.96M	Sell	57,566 -43,293	-43%	-$3.25M	3.23%	12
2025 Q2	$6.9M	Sell	100,859 -10,469	-9%	-$720K	4.47%	9
2025 Q1	$8.45M	Sell	111,328 -260	-0.2%	-$24.6K	5.84%	5
2024 Q4	$12.2M	Sell	111,588 -120	-0.1%	-$11.1K	7.74%	6
2024 Q3	$8.84M	Hold	111,708	–	–	5.63%	8
2024 Q2	$8.15M	Buy	111,708 +35,281	+46%	+$2.78M	5.06%	8
2024 Q1	$6.48M	Buy	76,427 +41	+0.1%	+$3.69K	3.7%	10
2023 Q4	$7.75M	Hold	76,386	–	–	4.53%	8
2023 Q3	$7.74M	Hold	76,386	–	–	4.9%	9
2023 Q2	$7.76M	Buy	76,386 +32,179	+73%	+$3.09M	4.17%	10
2023 Q1	$4.53M	Buy	44,207 +22,518	+104%	+$2.04M	2.44%	9
2022 Q4	$1.82M	Buy	+21,689	New	+$1.68M	1.1%	12

Other funds holding WK

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Kopp Family Office's WK Position: Q2 2026 in Review

Kopp Family Office reduced its Workiva (WK) stake by 0.11% in Q2 2026, selling an estimated $3.04K and leaving 55,807 shares worth $2.71M. The position accounts for 1.66% of the portfolio, ranked #9.

Kopp Family Office first reported a position in WK in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q4 2024. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Kopp Family Office held 55,807 shares of Workiva worth $2.71M as of Q2 2026.
Kopp Family Office sold 59 Workiva shares in Q2 2026, an estimated $3.04K.
Workiva made up 1.66% of Kopp Family Office's portfolio in Q2 2026, its #9 holding.
Kopp Family Office first reported a position in Workiva in Q4 2022 and has held it in 15 quarters since.
Kopp Family Office's Workiva position peaked at $12.2M in Q4 2024.
24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.