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Workiva
WK

Overview Fund Activity

323 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.

Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
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
1
Fidelity Investments
Massachusetts
$247M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.3M
3
BlackRock
3
BlackRock
New York
$411M
4
BCM
4
Brown Capital Management
Maryland
$129M
5
Man Group
5
Man Group
United Kingdom
$11.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$101M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$267K
3
RI
3
Redwood Investments
Massachusetts
$2.98M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$44.9M +$4.6M +45,334 +11%
GIM
27
Granahan Investment Management
Massachusetts
$42.6M -$1.69M -16,611 -4%
TCM
28
TimesSquare Capital Management
New York
$42.5M +$2.08M +20,445 +5%
Charles Schwab
29
Charles Schwab
California
$42.3M -$41.7K -411 -0.1%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$41.1M +$415K +4,087 +1%
Millennium Management
31
Millennium Management
New York
$41M +$600K +5,909 +1%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$40.8M -$3.66K -36 -0%
RIM
33
Ranger Investment Management
Texas
$40.1M +$203K +2,000 +0.5%
ClearBridge Investments
34
ClearBridge Investments
New York
$38.9M -$554K -5,457 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$38M -$476K -4,691 -1%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$36.6M +$36.6M +360,332 New
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$34.8M +$2.8M +27,611 +9%
UBS Group
38
UBS Group
Switzerland
$34.6M +$3.92M +38,613 +13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$34.6M -$368K -3,624 -1%
Bank of America
40
Bank of America
North Carolina
$34.4M +$62K +611 +0.2%
William Blair Investment Management
41
William Blair Investment Management
Illinois
$33.4M -$2.6M -25,637 -7%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$27.3M +$1.22M +12,009 +5%
SEI Investments
43
SEI Investments
Pennsylvania
$26M -$4.74M -46,689 -15%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$23.8M -$288K -2,841 -1%
Goldman Sachs
45
Goldman Sachs
New York
$23M +$1.72M +16,912 +8%
Bessemer Group
46
Bessemer Group
New Jersey
$19.4M +$7.17M +70,587 +59%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$18.7M +$1.06M +10,481 +6%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$18.5M -$5.13M -50,501 -22%
VEPM
49
Vista Equity Partners Management
California
$18.2M +$2.77M +27,258 +18%
Squarepoint
50
Squarepoint
New York
$17.5M -$440K -4,335 -2%
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