Workiva
300 hedge funds and large institutions have $3.42B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 110 reducing their positions, and 41 closing their positions.
54% more call options, than puts
Call options by funds: $6.98M | Put options by funds: $4.52M
7% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 41
1% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 110
1% less funds holding
Funds holding: 303 → 300 (-3)
1.58% less ownership
Funds ownership: 93.36% → 91.78% (-1.6%)
15% less capital invested
Capital invested by funds: $4.03B → $3.42B (-$619M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$26.6M |
| 2 |
JGC
J. Goldman & Co
New York
|
+$23.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.4M |
| 5 |
BlackRock
New York
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$29.3M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$26.6M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$21.5M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$18.8M |
| 5 |
ClearBridge Investments
New York
|
-$17.5M |
WK Hedge Fund Activity: Q2 2024 in Review
300 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2024, worth a combined $3.42B — down 15% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WK positions and 41 closed out — a net gain of 3 holders — while 111 added to existing stakes and 110 trimmed.
The largest buyer was Tensile Capital Management, adding an estimated $26.6M. The largest seller was Artisan Partners, cutting an estimated $29.3M.
- 300 institutional investors held Workiva (WK) as of Q2 2024, down from 303 in Q1 2024.
- Funds reported $3.42B of Workiva stock for Q2 2024, down 15% quarter-over-quarter.
- 44 funds opened new Workiva positions in Q2 2024 and 41 closed out, a net change of +3 holders.
- The largest Workiva buyer in Q2 2024 was Tensile Capital Management, an estimated $26.6M added.
- The largest Workiva seller in Q2 2024 was Artisan Partners, an estimated $29.3M sold.
Based on aggregated 13F filings for Q2 2024.