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Workiva
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Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$31.6M 399,605 +237,526 +147%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$31.3M 396,079 +18,247 +5%
Bank of America
28
Bank of America
North Carolina
$30.9M 390,555 +37,756 +11%
Deutsche Bank
29
Deutsche Bank
Germany
$29.4M 371,272 +7,780 +2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$26.9M 340,611 -46,960 -12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$24.1M 304,808 -88,143 -22%
TCM
32
Tensile Capital Management
California
$24.1M 304,605 -113,716 -27%
Millennium Management
33
Millennium Management
New York
$22.6M 285,922 -27,944 -9%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$21.4M 270,181 +82,960 +44%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$20.7M 261,757 -19,897 -7%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$18M 227,498 +227,498 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$17.4M 220,284 -338,334 -61%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$16.9M 213,831 +191,078 +840%
SEI Investments
39
SEI Investments
Pennsylvania
$16.6M 209,328 -21,070 -9%
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$16.2M 205,251 -49,931 -20%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$15.1M 190,847 -28,371 -13%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$14.2M 179,552 -215,749 -55%
JGC
43
J. Goldman & Co
New York
$14.2M 179,280 -120,335 -40%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$13.8M 174,498 +83,801 +92%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$13.4M 169,808 +92,045 +118%
Impax Asset Management Group
46
Impax Asset Management Group
United Kingdom
$12.5M 158,586 +22,500 +17%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$11.5M 145,384 +118,234 +435%
UBS AM
48
UBS AM
Illinois
$11.1M 140,318 -15,799 -10%
GIM
49
Granahan Investment Management
Massachusetts
$11.1M 139,686 -94,975 -40%
Man Group
50
Man Group
United Kingdom
$10.7M 134,711 +76,251 +130%
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