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Workiva
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Overview Fund Activity

308 hedge funds and large institutions have $3.16B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 54 closing their positions.

Holders
308
Holders Change
-20
Holders Change %
-6.1%
% of All Funds
4.14%
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
103
Reduced
125
Closed
54
Calls
$588K
Puts
$397K
Net Calls
+$191K
Net Calls Change
+$7.84M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Norges Bank
3
Norges Bank
Norway
$40.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$427M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$29.1M 424,811 -36,200 -8%
Bank of America
27
Bank of America
North Carolina
$28.7M 418,993 -57,473 -12%
WP
28
Woodline Partners
California
$28.5M 415,633 +115,120 +38%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$22.8M 333,441 +45,037 +16%
Goldman Sachs
30
Goldman Sachs
New York
$21.1M 308,726 -34,056 -10%
Morgan Stanley
31
Morgan Stanley
New York
$19.9M 291,430 +74,783 +35%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.9M 290,294 +197,361 +212%
Millennium Management
33
Millennium Management
New York
$19.5M 285,084 +47,338 +20%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$17.9M 260,900 +82,564 +46%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$15.7M 229,343 +127,210 +125%
RIM
36
Ranger Investment Management
Texas
$15.3M 223,620 -11,925 -5%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$15.1M 220,121 -32,518 -13%
SAM
38
Silvercrest Asset Management
New York
$15M 218,667 +83,655 +62%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$14.6M 213,595 -145,092 -40%
UBS AM
40
UBS AM
Illinois
$14.1M 205,262 +28,382 +16%
TCM
41
Tensile Capital Management
California
$13M 189,742 -25,527 -12%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$12.4M 181,755 +7,130 +4%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$12.1M 176,229 +66,548 +61%
JFG
44
Jefferies Financial Group
New York
$11.6M 169,055 +165,728 +4,981%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$11.4M 166,537 -6,604 -4%
Axa
46
Axa
France
$10.9M 158,960 +24,911 +19%
Wells Fargo
47
Wells Fargo
California
$10.8M 157,389 +120,409 +326%
Two Sigma Investments
48
Two Sigma Investments
New York
$10.7M 156,248 -139,860 -47%
JG
49
Jain Global
New York
$10.5M 153,923 +68,623 +80%
TAM
50
TFG Asset Management
Cayman Islands
$10.3M 150,000 +150,000 New
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