Workiva
314 hedge funds and large institutions have $2.92B invested in Workiva in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 116 reducing their positions, and 73 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
32% less capital invested
Capital invested by funds: $4.32B → $2.92B (-$1.4B)
33% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 73
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Holders
314
Holding in Top 10
4
Calls
$7.38M
Puts
$3.71M
Top Buyers
| 1 | +$172M | |
| 2 | +$76.1M | |
| 3 | +$53.1M | |
| 4 |
Squarepoint
New York
|
+$37.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.3M |
Top Sellers
| 1 | -$111M | |
| 2 | -$82.7M | |
| 3 | -$75.1M | |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$72.6M |
| 5 |
Morgan Stanley
New York
|
-$67.2M |
