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Stock impact report

Workiva (WK) Holds Top Investment Position in Lakehouse Global Growth Fund [Yahoo! Finance]

Workiva Inc. Class A (WK) 
Last workiva inc. class a earnings: 4/30 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.workiva.com/investors/overview
Company Research Source: Yahoo! Finance
The month was characterized by significant volatility in the global equity market, along with persistent enthusiasm for Generative AI. A copy of the letter is available to download here . Over the past year, the prevailing “risk-on” market sentiment has led to a decline in the Fund's quality-growth style of investing. Although the portfolio's market value has decreased over the last year, the underlying growth fundamentals remain strong. For the month, the Fund posted a return of -7.5% after fees and expenses, while its benchmark, the MSCI All Country World Index Net Total Returns (AUD), returned -0.2%. Since its inception in December 2017, the Fund returned 208.5%, surpassing its benchmark's 163.8%. In addition, please check the Fund's top five holdings to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Lakehouse Global Growth Fund highlighted stocks like Workiva Inc. (NYSE: WK ). Workiva Inc. (NYSE:WK) is a software company that provides cloud-based report Show less Read more
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