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Workiva
WK

Overview Fund Activity

310 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
Eminence Capital
New York
$181M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.03M
4
Invesco
Invesco
Georgia
$2.67M
5
Macquarie Group
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$29.1M -$2.48M -36,200 -8%
Bank of America
27
Bank of America
North Carolina
$28.7M -$3.93M -57,473 -12%
WP
28
Woodline Partners
California
$28.5M +$7.88M +115,120 +38%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$22.8M +$3.08M +45,037 +16%
Goldman Sachs
30
Goldman Sachs
New York
$21.1M -$2.33M -34,056 -10%
Morgan Stanley
31
Morgan Stanley
New York
$19.9M +$5.12M +74,783 +35%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.9M +$13.5M +197,361 +212%
Millennium Management
33
Millennium Management
New York
$19.5M +$3.24M +47,338 +20%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$17.9M +$5.65M +82,564 +46%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$15.7M +$8.71M +127,210 +125%
RIM
36
Ranger Investment Management
Texas
$15.3M -$816K -11,925 -5%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$15.1M -$2.23M -32,518 -13%
SAM
38
Silvercrest Asset Management
New York
$15M +$5.73M +83,655 +62%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$14.6M -$9.93M -145,092 -40%
UBS AM
40
UBS AM
Illinois
$14.1M +$1.94M +28,382 +16%
TCM
41
Tensile Capital Management
California
$13M -$1.75M -25,527 -12%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$12.4M +$488K +7,130 +4%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$12.1M +$4.56M +66,548 +61%
JFG
44
Jefferies Financial Group
New York
$11.6M +$11.3M +165,728 +4,981%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$11.4M -$452K -6,604 -4%
Axa
46
Axa
France
$10.9M +$1.71M +24,911 +19%
Wells Fargo
47
Wells Fargo
California
$10.8M +$8.24M +120,409 +326%
Two Sigma Investments
48
Two Sigma Investments
New York
$10.7M -$9.57M -139,860 -47%
JG
49
Jain Global
New York
$10.5M +$4.7M +68,623 +80%
TAM
50
TFG Asset Management
Cayman Islands
$10.3M +$10.3M +150,000 New
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