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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$13M -$22.7M -270,815 -64%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$12.9M -$5.56M -66,200 -30%
CS
53
Credit Suisse
Switzerland
$12.7M +$359K +4,275 +3%
SEI Investments
54
SEI Investments
Pennsylvania
$12.4M -$5.6M -66,720 -31%
FCM
55
Frontier Capital Management
Massachusetts
$11.9M -$29.1K -346 -0.2%
SBH
56
Segall Bryant & Hamill
Illinois
$11.7M +$728K +8,671 +7%
CAM
57
Contour Asset Management
New York
$11.7M +$11.7M +139,532 New
Axa
58
Axa
France
$10.2M +$118K +1,403 +1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$9.98M +$298K +3,551 +3%
Swiss National Bank
60
Swiss National Bank
Switzerland
$9.33M +$218K +2,600 +2%
Federated Hermes
61
Federated Hermes
Pennsylvania
$9.29M +$9.29M +110,683 New
AACP
62
Advantage Alpha Capital Partners
California
$9.14M -$2.25M -26,773 -20%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$9.12M +$2.32M +27,669 +34%
SW
64
SVB Wealth
Massachusetts
$8.47M -$28.1K -335 -0.3%
Citadel Advisors
65
Citadel Advisors
Florida
$8.2M +$4.82M +57,349 +142%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$7.93M – – –
GIPM
67
G2 Investment Partners Management
New York
$7.89M -$412K -4,910 -5%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$7.8M -$1.3M -15,522 -14%
OAM
69
Oppenheimer Asset Management
New York
$7.73M -$348K -4,145 -4%
Canada Life
70
Canada Life
Manitoba, Canada
$6.92M +$345K +4,097 +5%
Comerica Bank
71
Comerica Bank
Texas
$6.82M +$377K +4,287 +6%
EAM
72
EULAV Asset Management
Florida
$6.42M – – –
Bessemer Group
73
Bessemer Group
New Jersey
$5.94M +$439K +5,228 +8%
VEPM
74
Vista Equity Partners Management
California
$5.91M +$5.91M +70,432 New
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$5.8M +$806K +9,604 +16%
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