Oberweis Asset Management’s Workiva WK Stock Holding History

Oberweis Asset 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 Q1	–	Sell	-127,500	Closed	-$11M	–	198
2025 Q4	$11M	Buy	+127,500	New	+$11.3M	0.4%	98

Other funds holding WK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Oberweis Asset Management's WK Position: Q1 2026 in Review

Oberweis Asset Management sold out of Workiva (WK) in Q1 2026, closing a stake of 127,500 shares — an estimated $11M sold.

Oberweis Asset Management first reported a position in WK in Q4 2025 and held it in 1 quarter. The position peaked at $11M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

Oberweis Asset Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
Oberweis Asset Management sold 127,500 Workiva shares in Q1 2026, an estimated $11M.
Oberweis Asset Management first reported a position in Workiva in Q4 2025 and held it in 1 quarter.
Oberweis Asset Management's Workiva position peaked at $11M in Q4 2025.
315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.