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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EverSource Wealth Advisors
Alabama
$158 -$3K -38 -95%
VEPM
302
Vista Equity Partners Management
California
– -$18.2M -178,777 Closed
BMSSC
303
B. Metzler seel. Sohn & Co
Germany
– -$6.8M -67,000 Closed
UE
304
Unisphere Establishment
Liechtenstein
– -$6.14M -60,500 Closed
FCM
305
Frontier Capital Management
Massachusetts
– -$4.18M -41,172 Closed
RA
306
Royce & Associates
New York
– -$3.82M -37,597 Closed
CM
307
Crestline Management
Texas
– -$3.79M -37,358 Closed
HIM
308
Hillsdale Investment Management
Ontario, Canada
– -$3.34M -32,850 Closed
RI
309
Redwood Investments
Massachusetts
– -$2.98M -29,314 Closed
JF
310
Jump Financial
Illinois
– -$2.82M -27,743 Closed
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
– -$2.49M -24,515 Closed
ACM
312
Aquatic Capital Management
Illinois
– -$2.46M -24,200 Closed
MFIM
313
Mesirow Financial Investment Management
Illinois
– -$1.8M -17,767 Closed
TC
314
TwinBeech Capital
New York
– -$1.73M -17,014 Closed
AR
315
Advisory Research
Illinois
– -$1.29M -12,666 Closed
N
316
Natixis
France
– -$1.19M -11,730 Closed
QC
317
Quadrature Capital
United Kingdom
– -$944K -9,304 Closed
ECM
318
ExodusPoint Capital Management
New York
– -$907K -8,938 Closed
DZ Bank
319
DZ Bank
Germany
– -$770K -7,588 Closed
VF
320
Virtu Financial
New York
– -$757K -7,454 Closed
VI
321
Versor Investments
New York
– -$705K -6,946 Closed
Teacher Retirement System of Texas
322
Teacher Retirement System of Texas
Texas
– -$566K -5,570 Closed
Capstone Investment Advisors
323
Capstone Investment Advisors
New York
– -$520K -5,119 Closed
IA
324
Inspire Advisors
Idaho
– -$510K -5,024 Closed
PI
325
PEAK6 Investments
Illinois
– -$421K -4,151 Closed
11 12
13
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