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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$10.5K -$1.27K -16 -11%
VWM
252
Venturi Wealth Management
Texas
$9.73K – – –
PA
253
Parallel Advisors
California
$8.62K -$554 -7 -6%
AF
254
Allworth Financial
California
$7.68K – – –
GC
255
Globeflex Capital
California
$5.62K – – –
FNWA
256
Financial Network Wealth Advisors
Utah
$5.38K – – –
FFA
257
Farther Finance Advisors
California
$4.83K -$6.96K -88 -59%
SCM
258
Sterling Capital Management
North Carolina
$4.11K +$4.11K +52 New
EC
259
Elequin Capital
New York
$4.04K +$4.04K +51 New
HIIFS
260
Harel Insurance Investments & Financial Services
Israel
$4K -$356 -4 -8%
IHWM
261
Iron Horse Wealth Management
Iowa
$3.96K – – –
RIL
262
Rothschild Investment LLC
Illinois
$3.96K +$2.37K +30 +150%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$3.7K +$3.7K +46 New
BTI
264
Blue Trust Inc
Georgia
$3.65K -$1.17K -16 -24%
MG
265
Mather Group
Illinois
$3.64K -$10.3K -130 -74%
GRP
266
Global Retirement Partners
California
$3.48K -$1.5K -19 -30%
SS
267
Sunbelt Securities
Texas
$3.4K – – –
CPG
268
Cornerstone Planning Group
New Jersey
$3.35K – – –
QCG
269
Quadrant Capital Group
Ohio
$3.24K -$3.17K -40 -49%
CPA
270
Capital Performance Advisors
California
$3.17K +$3.17K +40 New
SIC
271
Salem Investment Counselors
North Carolina
$2.77K +$1.58K +20 +133%
CTC
272
Central Trust Company
Missouri
$2.53K – – –
WSFS
273
Wilmington Savings Fund Society
Delaware
$2.22K +$2.22K +28 New
HFS
274
Hantz Financial Services
Michigan
$2K -$183K -2,747 -99%
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$2K -$12.9K -123 -87%
9 10
11
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