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Workiva
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Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$34.2M 403,815 -12,990 -3%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$34.2M 349,789 +80,551 +30%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$34.1M 401,662 +59,000 +17%
TCM
29
TimesSquare Capital Management
New York
$33.7M 397,032 -21,603 -5%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$33.5M 395,258 -9,530 -2%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$33.2M 390,939 -11,080 -3%
GIM
32
Granahan Investment Management
Massachusetts
$32.7M 385,044 -34,046 -8%
ClearBridge Investments
33
ClearBridge Investments
New York
$31.6M 372,185 -10,876 -3%
Deutsche Bank
34
Deutsche Bank
Germany
$31.3M 369,538 -4,794 -1%
Millennium Management
35
Millennium Management
New York
$30.5M 359,524 -44,543 -11%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$29.6M 348,827 +19,940 +6%
Bank of America
37
Bank of America
North Carolina
$29.3M 345,553 +6,326 +2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$29.1M 343,729 +2,960 +0.9%
Morgan Stanley
39
Morgan Stanley
New York
$24.7M 291,260 -233,956 -45%
RIM
40
Ranger Investment Management
Texas
$22.7M 267,849 -126,837 -32%
SEI Investments
41
SEI Investments
Pennsylvania
$20.8M 245,368 -10,537 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$20M 235,354 +505 +0.2%
Bessemer Group
43
Bessemer Group
New Jersey
$17.8M 209,692 +19,045 +10%
Swedbank
44
Swedbank
Sweden
$16.2M 190,800 +71,800 +60%
AAMU
45
AEGON Asset Management (UK)
United Kingdom
$16.1M 190,000 -170,332 -47%
Squarepoint
46
Squarepoint
New York
$14.7M 172,829 +758 +0.4%
Goldman Sachs
47
Goldman Sachs
New York
$12.1M 142,230 -84,258 -37%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$12M 141,961 -40,073 -22%
Impax Asset Management Group
49
Impax Asset Management Group
United Kingdom
$11.5M 136,086 – –
Natixis Advisors
50
Natixis Advisors
Massachusetts
$11.1M 130,985 -52,721 -29%
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