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312 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, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
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
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$29.1M -$2.49M -36,200 -8%
Bank of America
27
Bank of America
North Carolina
$28.7M -$3.95M -57,473 -12%
WP
28
Woodline Partners
California
$28.5M +$7.92M +115,120 +38%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$22.8M +$3.1M +45,037 +16%
Goldman Sachs
30
Goldman Sachs
New York
$21.1M -$2.34M -34,056 -10%
Morgan Stanley
31
Morgan Stanley
New York
$19.9M +$5.14M +74,783 +35%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.9M +$13.6M +197,361 +212%
Millennium Management
33
Millennium Management
New York
$19.5M +$3.26M +47,338 +20%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$17.9M +$5.68M +82,564 +46%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$15.7M +$8.75M +127,210 +125%
RIM
36
Ranger Investment Management
Texas
$15.3M -$820K -11,925 -5%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$15.1M -$2.24M -32,518 -13%
SAM
38
Silvercrest Asset Management
New York
$15M +$5.75M +83,655 +62%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$14.6M -$9.98M -145,092 -40%
UBS AM
40
UBS AM
Illinois
$14.1M +$1.95M +28,382 +16%
TCM
41
Tensile Capital Management
California
$13M -$1.76M -25,527 -12%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$12.4M +$490K +7,130 +4%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$12.1M +$4.58M +66,548 +61%
JFG
44
Jefferies Financial Group
New York
$11.6M +$11.4M +165,728 +4,981%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$11.4M -$454K -6,604 -4%
Axa
46
Axa
France
$10.9M +$1.71M +24,911 +19%
Wells Fargo
47
Wells Fargo
California
$10.8M +$8.28M +120,409 +326%
Two Sigma Investments
48
Two Sigma Investments
New York
$10.7M -$9.62M -139,860 -47%
JG
49
Jain Global
New York
$10.5M +$4.72M +68,623 +80%
TAM
50
TFG Asset Management
Cayman Islands
$10.3M +$10.3M +150,000 New

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.