OP Asset Management’s Workiva WK Stock Holding History

OP 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 Q2	$5.43M	Buy	111,991 +51,814	+86%	+$2.67M	0.06%	243
2026 Q1	$3.59M	Buy	60,177 +59,866	+19,250%	+$4.18M	0.04%	310
2025 Q4	$26.8K	Buy	+311	New	+$27.5K	﹤0.01%	774

Other funds holding WK

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OP Asset Management's WK Position: Q2 2026 in Review

OP Asset Management increased its Workiva (WK) stake by 86% in Q2 2026, buying an estimated $2.67M and bringing the position to 111,991 shares worth $5.43M. The position accounts for 0.06% of the portfolio, ranked #243.

OP Asset Management first reported a position in WK in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold WK as of Q2 2026.

OP Asset Management held 111,991 shares of Workiva worth $5.43M as of Q2 2026.
OP Asset Management bought 51,814 Workiva shares in Q2 2026, an estimated $2.67M.
Workiva made up 0.06% of OP Asset Management's portfolio in Q2 2026, its #243 holding.
OP Asset Management first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.