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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
26
Granahan Investment Management
Massachusetts
$47.7M 568,008 -25,874 -4%
TCM
27
TimesSquare Capital Management
New York
$40.2M 478,673 -68,620 -13%
Norges Bank
28
Norges Bank
Norway
$35.3M 420,951 -35,826 -8%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$31.9M 380,238 +49,378 +15%
RIM
30
Ranger Investment Management
Texas
$31.2M 371,706 +11,185 +3%
Charles Schwab
31
Charles Schwab
California
$31.1M 370,760 +6,957 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$30.6M 364,817 -50,068 -12%
AAMU
33
AEGON Asset Management (UK)
United Kingdom
$29.6M 352,150 – –
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$28.8M 343,175 -61,729 -15%
Bank of America
35
Bank of America
North Carolina
$26.5M 315,218 +31,201 +11%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$26.3M 313,445 -81,982 -21%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$23.6M 280,863 +67,918 +32%
BCM
38
Brown Capital Management
Maryland
$22.9M 272,402 +272,402 New
SAM
39
Silvercrest Asset Management
New York
$22.6M 268,986 -12,301 -4%
UBS Group
40
UBS Group
Switzerland
$22.5M 268,248 -3,491 -1%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$19.7M 234,537 -11,034 -4%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$19.6M 233,870 +34,033 +17%
Morgan Stanley
43
Morgan Stanley
New York
$19.4M 230,738 +108,232 +88%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$16.6M 197,437 -4,115 -2%
RI
45
Redwood Investments
Massachusetts
$15.7M 186,996 -3,064 -2%
William Blair Investment Management
46
William Blair Investment Management
Illinois
$15.6M 185,526 +2,185 +1%
Goldman Sachs
47
Goldman Sachs
New York
$15M 178,986 +37,964 +27%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$14.5M 175,939 -5,621 -3%
Deutsche Bank
49
Deutsche Bank
Germany
$14.3M 170,634 +56,594 +50%
Impax Asset Management Group
50
Impax Asset Management Group
United Kingdom
$13.3M 158,586 +44,272 +39%
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