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Workiva
315 hedge funds and large institutions have $2.92B invested in Workiva in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 73 closing their positions.
New
Increased
Maintained
Reduced
Closed
99% more call options, than puts
Call options by funds: $7.38M | Put options by funds: $3.71M
5% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 117
3.77% less ownership
Funds ownership: 95.63% → 91.86% (-3.8%)
9% less funds holding
Funds holding: 348 → 315 (-33)
32% less capital invested
Capital invested by funds: $4.32B → $2.92B (-$1.4B)
34% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 73
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Holders
315
Holders Change
-33
Holders Change %
-9.48%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
111
Reduced
117
Closed
73
Calls
$7.38M
Puts
$3.71M
Net Calls
+$3.66M
Net Calls Change
+$1.9M
Top Buyers
Top Sellers
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$111M |
| 2 |
EC
Eminence Capital
New York
|
-$82.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$75.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$72.6M |
| 5 |
Morgan Stanley
New York
|
-$67.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Simplex Trading
Chicago,
Illinois
| – | -$1.81K | -26 | Closed |
|
|
SS
377
Sunbelt Securities
Houston,
Texas
| – | -$2.24K | -26 | Closed |
|
|
CA
378
Clearstead Advisors
Cleveland,
Ohio
| – | -$1.64K | -19 | Closed |
|
|
EW
379
Elyxium Wealth
San Mateo,
California
| – | -$1.29K | -15 | Closed |
|
|
BWL
380
Bogart Wealth LLC
Mclean,
Virginia
| – | -$1.21K | -14 | Closed |
|
|
IIM
381
IFC & Insurance Marketing
Auburn,
California
| – | -$1K | -10 | Closed |
|
|
TM
382
Torren Management
San Diego,
California
| – | -$776 | -9 | Closed |
|
|
AIS
383
Advocate Investing Services
Woodbine,
Maryland
| – | -$604 | -7 | Closed |
|
|
TPCW
384
TD Private Client Wealth
New York
| – | -$604 | -7 | Closed |
|
|
DT
385
DV Trading
Chicago,
Illinois
| – | -$172 | -2 | Closed |
|
|
HIA
386
HFM Investment Advisors
Glassboro,
New Jersey
| – | -$173 | -2 | Closed |
|
|
TFA
387
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$86 | -1 | Closed |
|
|
CAL
388
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$349 | +5 | +167% |
|