Kopp Family Office, LLC

Family Office

CIK

1683689

City

MINNETONKA

State / Country

MN

Stock

WK — Workiva Inc

Top Portfolio Positions

11 positions · $47,671,491 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	29,889	$19,438,012	40.77%
VCEL	Vericel Corp Healthcare	163,355	$5,255,130	11.02%
HWKN	Hawkins Inc Basic Materials	26,957	$4,140,595	8.69%
ATEC	Alphatec Holdings, Inc. Healthcare	328,680	$3,576,038	7.50%
WK	Workiva Inc Technology	55,866	$3,331,289	6.99%
XMTR	Xometry, Inc. Industrials	72,440	$2,958,449	6.21%
TCMD	Tactile Systems Technology Inc Healthcare	85,009	$2,221,285	4.66%
MANH	Manhattan Associates Inc Technology	16,330	$2,173,849	4.56%
MSFT	Microsoft Corp Technology	4,981	$1,843,816	3.87%
NTNX	Nutanix, Inc. Technology	43,448	$1,651,458	3.46%

Portfolio Trend

25 quarters · across all stocks

Holdings in WK

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,331,289	55,866	0.0%	Shares	Sole	2026-04-20
2025-12-31	$4,818,442	55,866	-3.0%	Shares	Sole	2026-01-12
2025-09-30	$4,955,281	57,566	-42.9%	Shares	Sole	2025-10-16
2025-06-30	$6,903,798	100,859	-9.4%	Shares	Sole	2025-07-15
2025-03-31	$8,450,908	111,328	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$12,218,886	111,588	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$8,838,336	111,708	0.0%	Shares	Sole	2024-12-31
2024-06-30	$8,153,566	111,708	+46.2%	Shares	Sole	2024-07-29
2024-03-31	$6,481,009	76,427	+0.1%	Shares	Sole	2024-06-17
2023-12-31	$7,755,470	76,386	0.0%	Shares	Sole	2024-02-13
2023-09-30	$7,740,957	76,386	0.0%	Shares	Sole	2023-11-14
2023-06-30	$7,765,400	76,386	+72.8%	Shares	Sole	2023-08-14
2023-03-31	$4,527,238	44,207	+103.8%	Shares	Sole	2023-05-15
2022-12-31	$1,821,225	21,689	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.