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312 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, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
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
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
326
Lazard Asset Management
New York
-$1.42M -18,676 Closed
ECM
327
ExodusPoint Capital Management
New York
-$1.15M -15,189 Closed
Calamos Advisors
328
Calamos Advisors
Illinois
-$810K -10,664 Closed
VRS
329
Virginia Retirement Systems
Virginia
-$803K -10,575 Closed
FRM
330
Fox Run Management
Connecticut
-$698K -9,198 Closed
VI
331
Versor Investments
New York
-$534K -7,037 Closed
SRL
332
Scientech Research LLC
New Jersey
-$500K -6,588 Closed
IQI
333
Integrated Quantitative Investments
Washington
-$478K -6,300 Closed
LCM
334
Legato Capital Management
California
-$383K -5,041 Closed
FC
335
Farringdon Capital
United Kingdom
-$303K -3,986 Closed
1C
336
111 Capital
France
-$295K -3,888 Closed
VPIM
337
Vanguard Personalized Indexing Management
California
-$289K -3,804 Closed
I
338
InceptionR
California
-$277K -3,655 Closed
OSAM
339
O'Shaughnessy Asset Management
Connecticut
-$277K -3,651 Closed
SPA
340
Sherbrooke Park Advisers
New York
-$256K -3,369 Closed
VF
341
Virtu Financial
New York
-$240K -3,166 Closed
QCM
342
Qsemble Capital Management
New York
-$233K -3,074 Closed
AAS
343
Avantax Advisory Services
Texas
-$218K -2,867 Closed
Skandinaviska Enskilda Banken (SEB)
344
Skandinaviska Enskilda Banken (SEB)
Sweden
-$214K -2,825 Closed
VA
345
Vident Advisory
Georgia
-$212K -2,796 Closed
MF
346
Magnetar Financial
Illinois
-$209K -2,757 Closed
BHCM
347
Brevan Howard Capital Management
Jersey
-$202K -2,667 Closed
HT
348
Headlands Technologies
Illinois
-$171K -2,256 Closed
IWA
349
Icon Wealth Advisors
Texas
-$109K -1,434 Closed
CCM
350
Coldstream Capital Management
Washington
-$63.7K -839 Closed

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.