Workiva
313 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 51 closing their positions.
160% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $4.16M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
32% more capital invested
Capital invested by funds: $3.17B → $4.16B (+$998M)
3.99% more ownership
Funds ownership: 89.17% → 93.16% (+4%)
8% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 51
0% more funds holding
Funds holding: 312 → 313 (+1)
6% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$108M |
| 2 |
EC
Eminence Capital
New York
|
+$80.9M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$77.1M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$60.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$70.8M |
| 2 |
BlackRock
New York
|
-$60.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.2M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
-$30.2M |
| 5 |
Millennium Management
New York
|
-$19.6M |
WK Hedge Fund Activity: Q3 2025 in Review
313 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2025, worth a combined $4.16B — up 32% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WK positions and 51 closed out — a net gain of 4 holders — while 103 added to existing stakes and 109 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $108M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $70.8M.
- 313 institutional investors held Workiva (WK) as of Q3 2025, up from 312 in Q2 2025.
- Funds reported $4.16B of Workiva stock for Q3 2025, up 32% quarter-over-quarter.
- 55 funds opened new Workiva positions in Q3 2025 and 51 closed out, a net change of +4 holders.
- The largest Workiva buyer in Q3 2025 was T. Rowe Price Associates, an estimated $108M added.
- The largest Workiva seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $70.8M sold.
Based on aggregated 13F filings for Q3 2025.