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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$42.3M +$3.78M +36,414 +10%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$40.7M +$720K +6,927 +2%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$40.6M -$8.74M -84,137 -17%
TCM
29
TimesSquare Capital Management
New York
$40.4M +$11.7M +112,551 +39%
Millennium Management
30
Millennium Management
New York
$40.3M +$15.7M +150,792 +61%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$40.3M +$4.09M +39,310 +11%
RIM
32
Ranger Investment Management
Texas
$39.8M -$1.51M -14,525 -4%
ClearBridge Investments
33
ClearBridge Investments
New York
$39.4M -$7.08M -68,113 -15%
Deutsche Bank
34
Deutsche Bank
Germany
$38.4M +$104K +997 +0.3%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$35.9M +$1.6M +15,351 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$34.9M -$2.47M -23,722 -6%
Bank of America
37
Bank of America
North Carolina
$34.3M -$81.7K -786 -0.2%
N
38
Nuveen
North Carolina
$31.9M -$4.86M -46,757 -13%
UBS Group
39
UBS Group
Switzerland
$30.7M +$62.6K +602 +0.2%
SEI Investments
40
SEI Investments
Pennsylvania
$30.7M +$4.67M +44,914 +17%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$26.1M -$1.67M -16,099 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$24.1M +$5.98M +57,533 +32%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$23.6M -$3.43M -32,962 -12%
Goldman Sachs
44
Goldman Sachs
New York
$21.2M +$4.36M +41,942 +25%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$20.7M -$3.7M -35,610 -15%
Morgan Stanley
46
Morgan Stanley
New York
$19.9M -$6.85M -65,923 -25%
Two Sigma Investments
47
Two Sigma Investments
New York
$18.5M +$2.14M +20,589 +13%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$18.5M -$4.31M -41,500 -19%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$18.1M +$14.4M +138,945 +349%
RI
50
Redwood Investments
Massachusetts
$18M -$1.37M -13,205 -7%
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WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.