MAIRS & POWER INC WK — Workiva Inc

Ownership history in MAIRS & POWER INC  ·  41 quarters on record

AI Ownership Summary

MAIRS & POWER INC reported Workiva Inc (WK) in 41 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.82% in 2023 Q4. The latest visible filing shows WK at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAIRS & POWER INC's position in Workiva Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WK was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WK stock page MAIRS & POWER INC fund profile MAIRS & POWER INC full holdings
How MAIRS & POWER INC held WK — position size vs. price
% of Fund (quarterly)    WK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 727,994 -29,069 -3.8% 0.60% $62.8M 2026-02-14 (Est.) $61.93
2025 Q3 REDUCED — — — 757,063 -756 -0.1% 0.61% $65.2M 2025-11-14 $91.03
2025 Q2 ADDED — — — 757,819 +18,995 +2.6% 0.51% $51.9M 2025-08-14 $72.92
2025 Q1 ADDED — — — 738,824 +4,794 +0.7% 0.58% $56.1M 2025-05-15 $71.74
2024 Q4 REDUCED 12.1% -30.7% ✅ 734,030 -101,056 -12.1% 0.78% $80.4M 2025-02-14 $89.08
2024 Q3 ADDED — — — 835,086 +51,676 +6.6% 0.62% $66.1M 2024-11-14 $93.23
2024 Q2 ADDED — — — 783,410 +26,176 +3.5% 0.55% $57.2M 2024-08-14 $77.54
2024 Q1 REDUCED — — — 757,234 -11,339 -1.5% 0.62% $64.2M 2024-05-15 $84.13
2023 Q4 REDUCED — — — 768,573 -24,692 -3.1% 0.82% $78.0M 2024-02-14 $91.90
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WK

As of 2026 Q1 — sorted by position size

Lakehouse Capital Pty Ltd 3Y 10.81% Kopp Family Office, LLC 3Y 2.29% Summit Creek Advisors LLC 3Y 7Y 1.12% Private Wealth Asset Management, LLC 1.01% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.95% Conestoga Capital Advisors, LLC 3Y 7Y 0.9% TimesSquare Capital Management, LLC 3Y 7Y 0.45% Abacus Planning Group, Inc. 3Y 7Y 0.43% HARBOR CAPITAL ADVISORS, INC. 3Y 0.35% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.15%

FAQ About MAIRS & POWER INC and WK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAIRS & POWER INC reported owning WK?

MAIRS & POWER INC reported WK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WK position in MAIRS & POWER INC's portfolio?

The largest reported portfolio weight for WK was 0.82% in 2023 Q4.

What is the latest reported WK position on this page?

The most recent filing on this page is 2025 Q4, when MAIRS & POWER INC reported 727,994 shares, equal to 0.60% of portfolio, with an estimated market value of $62.8M.

What does the chart on this WK ownership page compare?

The chart compares MAIRS & POWER INC's quarterly WK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MAIRS & POWER INC time their WK position?

Based on 13F filing dates vs. subsequent WK price moves, MAIRS & POWER INC correctly timed 28 out of 40 reported position changes (70%). The annualised alpha on WK relative to SPY over the holding period was +2.5%.

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