308 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

1% less funds holding

Funds holding: 310308 (-2)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 108

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$11.6M
UBS AM
52
UBS AM
Illinois
$10.5M
Russell Investments Group
53
Russell Investments Group
United Kingdom
$10.3M
Comerica Bank
54
Comerica Bank
Texas
$10.1M
Squarepoint
55
Squarepoint
New York
$9.94M
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$8.95M
MOACM
57
Mutual of America Capital Management
New York
$8.33M
Swiss National Bank
58
Swiss National Bank
Switzerland
$8.22M
Barclays
59
Barclays
United Kingdom
$7.94M
SCA
60
Summit Creek Advisors
Minnesota
$7.6M
PIMC
61
Praesidium Investment Management Company
New York
$7.57M
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$7.09M
NC
63
Nicholas Company
Wisconsin
$6.96M
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$6.93M
Citigroup
65
Citigroup
New York
$6.89M
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$6.87M
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$6.81M
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$6.68M
PWAM
69
Private Wealth Asset Management
Iowa
$6.46M
SPS
70
Susquehanna Portfolio Strategies
Pennsylvania
$6.12M
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$5.81M
Canada Life
72
Canada Life
Manitoba, Canada
$5.77M
OAM
73
Oppenheimer Asset Management
New York
$5.58M
PAM
74
Panagora Asset Management
Massachusetts
$5.54M
AllianceBernstein
75
AllianceBernstein
Tennessee
$5.02M