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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 %
SCM
301
Semanteon Capital Management
Massachusetts
– -$1.08M -14,821 Closed
PTC
302
Petrus Trust Company
Texas
– -$966K -13,241 Closed
DT
303
Diversified Trust
Tennessee
– -$840K -11,508 Closed
XT
304
XTX Topco
Cayman Islands
– -$833K -11,412 Closed
PD
305
Point72 (DIFC)
United Arab Emirates
– -$568K -7,780 Closed
Schroder Investment Management Group
306
Schroder Investment Management Group
United Kingdom
– -$553K -7,528 Closed
BCM
307
Bayesian Capital Management
New York
– -$482K -6,600 Closed
BB
308
Bell Bank
North Dakota
– -$480K -6,574 Closed
CGH
309
Crossmark Global Holdings
Texas
– -$358K -4,910 Closed
VF
310
Virtu Financial
New York
– -$356K -4,878 Closed
AG
311
Algert Global
California
– -$355K -4,870 Closed
HM
312
Harvest Management
New York
– -$285K -3,900 Closed
DWM
313
Dynasty Wealth Management
Florida
– -$284K -3,890 Closed
TSS
314
Two Sigma Securities
New York
– -$260K -3,568 Closed
MM
315
MQS Management
New York
– -$236K -3,231 Closed
JFG
316
Jefferies Financial Group
New York
– -$234K -3,201 Closed
SPA
317
Sherbrooke Park Advisers
New York
– -$215K -2,942 Closed
SC
318
Steph & Co
Wisconsin
– -$159K -2,183 Closed
Group One Trading
319
Group One Trading
Illinois
– -$75.4K -1,033 Closed
PAS
320
Point72 Asia (Singapore)
Singapore
– -$62.5K -856 Closed
PHK
321
Point72 Hong Kong
Hong Kong
– -$61.8K -846 Closed
QL
322
Quarry LP
New York
– -$33.1K -453 Closed
CA
323
Clearstead Advisors
Ohio
– -$4.31K -59 Closed
SWM
324
Spire Wealth Management
Virginia
– -$3.07K -42 Closed
IA
325
IFP Advisors
Florida
– -$1.46K -20 Closed
10 11 12
13
14