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Lakehouse Capital’s Workiva WK Stock Holding History

Lakehouse Capital’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 		$4.9M Sell
101,026
-83,082
-45% -$4.28M 5.42% 9
2026
Q1 		$16M Buy
184,108
+32,115
+21% +$2.24M 10.81% 3
2025
Q4 		$13.1M Buy
+151,993
New +$13.5M 9.45% 2

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
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
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Lakehouse Capital's WK Position: Q2 2026 in Review

Lakehouse Capital reduced its Workiva (WK) stake by 45% in Q2 2026, selling an estimated $4.28M and leaving 101,026 shares worth $4.9M. The position accounts for 5.42% of the portfolio, ranked #9.

Lakehouse Capital first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $16M in Q1 2026. 64 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Lakehouse Capital held 101,026 shares of Workiva worth $4.9M as of Q2 2026.
  • Lakehouse Capital sold 83,082 Workiva shares in Q2 2026, an estimated $4.28M.
  • Workiva made up 5.42% of Lakehouse Capital's portfolio in Q2 2026, its #9 holding.
  • Lakehouse Capital first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Lakehouse Capital's Workiva position peaked at $16M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.