328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$35M +$3.53M +46,500 +11%
UBS Group
27
UBS Group
Switzerland
$34.3M -$6.25M -82,309 -15%
Charles Schwab
28
Charles Schwab
California
$32.7M +$232K +3,057 +0.7%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$27.2M +$2.17M +28,612 +9%
Goldman Sachs
30
Goldman Sachs
New York
$26M -$5.32M -70,143 -17%
WP
31
Woodline Partners
California
$22.8M +$22.2M +291,894 +3,387%
Two Sigma Investments
32
Two Sigma Investments
New York
$22.5M +$13.9M +183,679 +163%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$21.9M -$356K -4,692 -2%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$21M +$6.74M +88,746 +47%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$19.2M +$1.8M +23,659 +10%
Millennium Management
36
Millennium Management
New York
$18M +$5.56M +73,266 +45%
RIM
37
Ranger Investment Management
Texas
$17.9M -$20.1M -264,618 -53%
Morgan Stanley
38
Morgan Stanley
New York
$16.4M -$3.93M -51,751 -19%
TCM
39
Tensile Capital Management
California
$16.3M -$1.75M -23,052 -10%
SEI Investments
40
SEI Investments
Pennsylvania
$13.9M -$1.68M -22,135 -11%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$13.8M +$3.63M +47,879 +36%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$13.5M +$6.76M +89,033 +100%
UBS AM
43
UBS AM
Illinois
$13.4M -$349K -4,598 -3%
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$13.3M +$184K +2,423 +1%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$13.2M +$10M +132,100 +313%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$13.1M -$948K -12,493 -7%
TI
47
Trexquant Investment
Connecticut
$13M +$6.37M +83,880 +96%
Citadel Advisors
48
Citadel Advisors
Florida
$12.1M +$8.28M +109,131 +219%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$11.9M -$4.58M -60,318 -28%
LP
50
LMR Partners
United Kingdom
$11.5M +$304K +4,000 +3%