Workiva
312 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.3% less ownership
Funds ownership: 90.48% → 89.17% (-1.3%)
5% less funds holding
Funds holding: 329 → 312 (-17)
12% less capital invested
Capital invested by funds: $3.59B → $3.17B (-$424M)
21% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 129
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
64% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $4.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$123M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$89.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.6M |
| 5 |
JFG
Jefferies Financial Group
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.4M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$50M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$49.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$39.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$36.3M |
WK Hedge Fund Activity: Q2 2025 in Review
312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.
The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.
- 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
- Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
- 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
- The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
- The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.
Based on aggregated 13F filings for Q2 2025.