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Workiva
WK

Overview Fund Activity

310 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, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
Eminence Capital
New York
$181M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.03M
4
Invesco
Invesco
Georgia
$2.67M
5
Macquarie Group
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
326
Calamos Advisors
Illinois
– -$810K -10,664 Closed
VRS
327
Virginia Retirement Systems
Virginia
– -$803K -10,575 Closed
FRM
328
Fox Run Management
Connecticut
– -$698K -9,198 Closed
VI
329
Versor Investments
New York
– -$534K -7,037 Closed
SRL
330
Scientech Research LLC
New Jersey
– -$500K -6,588 Closed
IQI
331
Integrated Quantitative Investments
Washington
– -$478K -6,300 Closed
LCM
332
Legato Capital Management
California
– -$383K -5,041 Closed
FC
333
Farringdon Capital
United Kingdom
– -$303K -3,986 Closed
1C
334
111 Capital
France
– -$295K -3,888 Closed
VPIM
335
Vanguard Personalized Indexing Management
California
– -$289K -3,804 Closed
BT
336
Banque Transatlantique
France
– -$260K -3,712 Closed
I
337
InceptionR
California
– -$277K -3,655 Closed
OSAM
338
O'Shaughnessy Asset Management
Connecticut
– -$277K -3,651 Closed
SPA
339
Sherbrooke Park Advisers
New York
– -$256K -3,369 Closed
VF
340
Virtu Financial
New York
– -$240K -3,166 Closed
QCM
341
Qsemble Capital Management
New York
– -$233K -3,074 Closed
AAS
342
Avantax Advisory Services
Texas
– -$218K -2,867 Closed
Skandinaviska Enskilda Banken (SEB)
343
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$214K -2,825 Closed
VA
344
Vident Advisory
Georgia
– -$212K -2,796 Closed
MF
345
Magnetar Financial
Illinois
– -$209K -2,757 Closed
BHCM
346
Brevan Howard Capital Management
Jersey
– -$202K -2,667 Closed
HT
347
Headlands Technologies
Illinois
– -$171K -2,256 Closed
IWA
348
Icon Wealth Advisors
Texas
– -$109K -1,434 Closed
CCM
349
Coldstream Capital Management
Washington
– -$63.7K -839 Closed
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$45.5K -599 Closed
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