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Workiva
WK

324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$44.9M +$4.37M +45,334 +11%
GIM
27
Granahan Investment Management
Massachusetts
$42.6M -$1.6M -16,611 -4%
TCM
28
TimesSquare Capital Management
New York
$42.5M +$1.97M +20,445 +5%
Charles Schwab
29
Charles Schwab
California
$42.3M -$39.6K -411 -0.1%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$41.1M +$394K +4,087 +1%
Millennium Management
31
Millennium Management
New York
$41M +$570K +5,909 +1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$40.8M -$3.47K -36 -0%
RIM
33
Ranger Investment Management
Texas
$40.1M +$193K +2,000 +0.5%
ClearBridge Investments
34
ClearBridge Investments
New York
$38.9M -$526K -5,457 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$38M -$452K -4,691 -1%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$36.6M +$34.8M +360,332 New
N
37
Nuveen
North Carolina
$34.8M +$2.66M +27,611 +9%
UBS Group
38
UBS Group
Switzerland
$34.6M +$3.72M +38,613 +13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$34.6M -$350K -3,624 -1%
Bank of America
40
Bank of America
North Carolina
$34.4M +$58.9K +611 +0.2%
William Blair Investment Management
41
William Blair Investment Management
Illinois
$33.4M -$2.47M -25,637 -7%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$27.3M +$1.16M +12,009 +5%
SEI Investments
43
SEI Investments
Pennsylvania
$26M -$4.5M -46,689 -15%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$23.8M -$274K -2,841 -1%
Goldman Sachs
45
Goldman Sachs
New York
$23M +$1.63M +16,912 +8%
Bessemer Group
46
Bessemer Group
New Jersey
$19.4M +$6.81M +70,587 +59%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$18.7M +$1.01M +10,481 +6%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$18.5M -$4.87M -50,501 -22%
VEPM
49
Vista Equity Partners Management
California
$18.2M +$2.63M +27,258 +18%
Squarepoint
50
Squarepoint
New York
$17.5M -$418K -4,335 -2%
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WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.