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Workiva
WK

Overview Fund Activity

328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M

Top Buyers

1
EC
Eminence Capital
New York
$64.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$215M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$70.3M
5
WP
Woodline Partners
California
$22.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
Macquarie Group
Australia
$113M
4
Ameriprise
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
MV Capital Management
Maryland
$152 +$76 +1 +100%
SIC
327
SJS Investment Consulting
Ohio
$76 – – –
Norges Bank
328
Norges Bank
Norway
– -$59.7M -544,989 Closed
William Blair Investment Management
329
William Blair Investment Management
Illinois
– -$48.8M -445,628 Closed
Point72 Asset Management
330
Point72 Asset Management
Connecticut
– -$32.9M -300,116 Closed
MC
331
Maverick Capital
Texas
– -$30.7M -280,017 Closed
ECM
332
Engle Capital Management
Connecticut
– -$20.4M -186,000 Closed
Swedbank
333
Swedbank
Sweden
– -$11M -100,000 Closed
GIM
334
Granahan Investment Management
Massachusetts
– -$10.2M -93,513 Closed
AC
335
Aristeia Capital
Connecticut
– -$8.96M -81,800 Closed
FCM
336
Frontier Capital Management
Massachusetts
– -$8.61M -78,600 Closed
UI
337
Untitled Investments
New York
– -$7.65M -69,841 Closed
CM
338
Castleark Management
Illinois
– -$6.8M -62,100 Closed
IMPI
339
Ilmarinen Mutual Pension Insurance
Finland
– -$5.48M -50,000 Closed
Allspring Global Investments
340
Allspring Global Investments
North Carolina
– -$5.21M -47,584 Closed
CM
341
Crestline Management
Texas
– -$4.81M -43,971 Closed
GIPM
342
G2 Investment Partners Management
New York
– -$2.3M -21,002 Closed
CS
343
Candriam SCA
Luxembourg
– -$1.91M -17,431 Closed
D.E. Shaw & Co
344
D.E. Shaw & Co
New York
– -$1.7M -15,511 Closed
SCM
345
Semanteon Capital Management
Massachusetts
– -$1.45M -13,227 Closed
Vontobel Holding
346
Vontobel Holding
Switzerland
– -$1.33M -12,185 Closed
MMEA
347
Main Management ETF Advisors
California
– -$1.17M -10,680 Closed
MNBTD
348
Moody National Bank Trust Division
Texas
– -$768K -7,012 Closed
AIM
349
Aigen Investment Management
New York
– -$473K -4,320 Closed
BFM
350
Boothbay Fund Management
New York
– -$465K -4,246 Closed
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