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Workiva
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Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
Tensile Capital Management
California
$30.5M 418,321 +338,321 +423%
Charles Schwab
27
Charles Schwab
California
$30.5M 417,360 +13,545 +3%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$28.9M 395,301 +4,362 +1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$28.7M 392,951 +49,222 +14%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$28.3M 387,571 -43,458 -10%
DDC
31
DF Dent & Co
Maryland
$27.9M 382,697 -273,397 -42%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$27.6M 377,832 +29,005 +8%
Deutsche Bank
33
Deutsche Bank
Germany
$26.5M 363,492 -6,046 -2%
Bank of America
34
Bank of America
North Carolina
$25.8M 352,799 +7,246 +2%
Millennium Management
35
Millennium Management
New York
$22.9M 313,866 -45,658 -13%
JGC
36
J. Goldman & Co
New York
$21.9M 299,615 +299,615 New
Morgan Stanley
37
Morgan Stanley
New York
$21.4M 293,624 +2,364 +0.8%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$20.6M 281,654 -113,604 -29%
RIM
39
Ranger Investment Management
Texas
$19.3M 264,449 -3,400 -1%
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$18.6M 255,182 +255,182 New
Bessemer Group
41
Bessemer Group
New Jersey
$17.6M 241,435 +31,743 +15%
GIM
42
Granahan Investment Management
Massachusetts
$17.1M 234,661 -150,383 -39%
SEI Investments
43
SEI Investments
Pennsylvania
$16.8M 230,398 -14,970 -6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$16M 219,218 -16,136 -7%
Swedbank
45
Swedbank
Sweden
$13.9M 190,800 – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$13.7M 187,221 +89,682 +92%
Goldman Sachs
47
Goldman Sachs
New York
$11.8M 162,079 +19,849 +14%
UBS AM
48
UBS AM
Illinois
$11.4M 156,117 +92,519 +145%
ClearBridge Investments
49
ClearBridge Investments
New York
$11M 150,428 -221,757 -60%
Impax Asset Management Group
50
Impax Asset Management Group
United Kingdom
$9.93M 136,086 – –
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