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LRI Investments’s Workiva WK Stock Holding History

LRI Investments’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 		$97 Buy
+2
New +$103 ﹤0.01% 1850

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
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

LRI Investments's WK Position: Q2 2026 in Review

LRI Investments opened a new position in Workiva (WK) in Q2 2026: 2 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings.

64 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • LRI Investments held 2 shares of Workiva worth $97 as of Q2 2026.
  • Workiva was a new LRI Investments position in Q2 2026.
  • Workiva made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1850 holding.
  • 64 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.