Workiva (WK) Performance Update: Accelerated Margin Expansion in Focus
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for August 2026. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lakehouse Capital Joe Magyer | 199,776 | $13,299 | +98% | 11.66% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.81 | 878 | $62,171.18 | 345,869 | 2024-09-11 | Filing | |
| $69.85 | 3,122 | $218,071.70 | 344,991 | 2024-09-11 | Filing | |
| $78.91 | 4,000 | $315,640.00 | 341,869 | 2024-08-16 | Filing | |
| $75.61 | 290 | $21,926.90 | 337,869 | 2024-08-09 | Filing | |
| $74.94 | 3,710 | $278,027.40 | 337,579 | 2024-08-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.97 | 6,571 | $499,198.87 | 126,216 | 2026-08-20 | Filing | |
| $51.23 | 1,500 | $76,845.00 | 37,372 | 2026-06-04 | Filing | |
| $49.69 | 1,000 | $49,690.00 | 34,802 | 2026-05-29 | Filing | |
| $91.50 | 1,162 | $106,323.00 | 240,373 | 2025-12-10 | Filing | |
| $91.44 | 1,500 | $137,160.00 | 35,802 | 2025-12-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 243,991 | $16,242,481 | 0.02% | |
| 2. | 16,585,000 | $15,859,406 | 0.58% | |
| 3. | 7,000,000 | $6,691,482 | 0.61% | |
| 4. | 42,236 | $2,811,651 | 0.06% | |
| 5. | 24,189 | $1,782,487 | 0% |