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Andrew R. Adams

Mairs & Power Growth Fund

Mairs & Power Growth Fund Workiva Inc stake

total: 96

Mairs & Power Growth Fund WK trades

Total transactions:
14
New positions:
1
Added:
8
Reduced:
5
Held since:
2020 Q1
Held for:
26 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Mairs & Power Growth Fund holds 545,114 Workiva Inc (WK) shares with a market value of roughly $26.44M accounting for 0.48% of the overall portfolio. To date, the estimated cost basis is nearly $62.37 for "buy" trades and estimated average "sell" price is $103.72. Mairs & Power Growth Fund first purchased WK in 2020 Q1, initially acquiring 78,600 shares. Since the initial investment in Workiva Inc (WK), Mairs & Power Growth Fund has made 13 more transactions.

How many WK shares does Mairs & Power Growth Fund currently hold?

According to 2026 Q2 report, Mairs & Power Growth Fund holds 545,114 shares of Workiva Inc (WK), valued at around $26.44M.

When did Mairs & Power Growth Fund buy Workiva Inc (WK)?

Mairs & Power Growth Fund first invested in Workiva Inc (WK) in 2020 Q1 at the reported quarter-end price of $32.33 per share.

What's the cost basis of Mairs & Power Growth Fund's WK stake?

The estimated cost basis for Workiva Inc (WK) stake is around $62.37 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$62.37
Weighted AVG sell price:
$103.72

Mairs & Power Growth Fund's historical trades in Workiva Inc

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.48%
545,114
$48.51
$26,443,480
+29.75% (+125,000)
+0.11%
2026 Q1
0.50%
420,114
$59.63
$25,051,398
-2.94% (-12,743)
-0.01%
2024 Q4
0.87%
432,857
$109.50
$47,397,842
-18.77% (-100,000)
-0.19%
2024 Q3
0.74%
532,857
$79.12
$42,159,646
+3.90% (+20,000)
+0.03%
2023 Q2
1.07%
512,857
$101.66
$52,137,043
-6.05% (-33,000)
-0.07%
2022 Q4
1.06%
545,857
$83.97
$45,835,612
+8.34% (+42,000)
+0.08%
2022 Q3
0.93%
503,857
$77.80
$39,200,075
+4.13% (+20,000)
+0.04%
2022 Q2
0.71%
483,857
$65.99
$31,929,723
+49.43% (+160,048)
+0.24%
2022 Q1
0.70%
323,809
$118.00
$38,209,462
+15.81% (+44,209)
+0.1%
2021 Q4
0.61%
279,600
$130.49
$36,485,004
-5.73% (-17,000)
-0.04%
2021 Q2
0.60%
$111.33
+11.25% (+30,000)
2020 Q4
0.50%
$91.62
-11.13% (-33,400)
2020 Q2
0.38%
$53.49
+281.68% (+221,400)
2020 Q1
0.07%
$32.33
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.