Workiva
315 hedge funds and large institutions have $2.92B invested in Workiva in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 73 closing their positions.
99% more call options, than puts
Call options by funds: $7.38M | Put options by funds: $3.71M
5% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 117
3.77% less ownership
Funds ownership: 95.63% → 91.86% (-3.8%)
9% less funds holding
Funds holding: 348 → 315 (-33)
32% less capital invested
Capital invested by funds: $4.32B → $2.92B (-$1.4B)
34% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 73
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
+$172M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$76.1M |
| 3 |
TCM
Topline Capital Management
Santa Monica,
California
|
+$53.1M |
| 4 |
Squarepoint
New York
|
+$37.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$111M |
| 2 |
EC
Eminence Capital
New York
|
-$82.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$75.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$72.6M |
| 5 |
Morgan Stanley
New York
|
-$67.2M |
WK Hedge Fund Activity: Q1 2026 in Review
315 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2026, worth a combined $2.92B — down 32% from $4.32B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of WK and 48 opened new positions — a net loss of 25 holders — while 117 trimmed existing stakes and 111 added.
The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $172M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $111M sold.
- 315 institutional investors held Workiva (WK) as of Q1 2026, down from 348 in Q4 2025.
- Funds reported $2.92B of Workiva stock for Q1 2026, down 32% quarter-over-quarter.
- 48 funds opened new Workiva positions in Q1 2026 and 73 closed out, a net change of -25 holders.
- The largest Workiva buyer in Q1 2026 was Jericho Capital Asset Management, an estimated $172M added.
- The largest Workiva seller in Q1 2026 was Nordea Investment Management, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2026.