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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$18.2M 178,708 +8,258 +5%
Goldman Sachs
52
Goldman Sachs
New York
$17M 167,634 -103,517 -38%
WP
53
Woodline Partners
California
$16.5M 162,475 -151,445 -48%
Two Sigma Investments
54
Two Sigma Investments
New York
$16.5M 162,215 +84,686 +109%
SBH
55
Segall Bryant & Hamill
Illinois
$14.4M 142,054 +649 +0.5%
Impax Asset Management Group
56
Impax Asset Management Group
United Kingdom
$13.8M 136,086 – –
VEPM
57
Vista Equity Partners Management
California
$12.3M 120,552 +693 +0.6%
TCM
58
Tensile Capital Management
California
$11.7M 115,000 – –
Russell Investments Group
59
Russell Investments Group
United Kingdom
$11.5M 113,451 -6,632 -6%
Federated Hermes
60
Federated Hermes
Pennsylvania
$11.5M 112,669 -292 -0.3%
Axa
61
Axa
France
$11.4M 112,191 -8,943 -7%
CS
62
Credit Suisse
Switzerland
$11.3M 110,677 -54,859 -33%
Swiss National Bank
63
Swiss National Bank
Switzerland
$10.9M 107,121 +7,300 +7%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.5M 102,911 -2,139 -2%
OAM
65
Oppenheimer Asset Management
New York
$9.25M 90,996 -1,647 -2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$9.02M 88,733 +4,390 +5%
RA
67
Royce & Associates
New York
$8.98M 88,305 +45,535 +106%
FCM
68
Frontier Capital Management
Massachusetts
$8.76M 86,200 -403 -0.5%
ECM
69
ExodusPoint Capital Management
New York
$8.64M 84,974 +67,139 +376%
Bessemer Group
70
Bessemer Group
New Jersey
$8.47M 83,268 +9,296 +13%
Jane Street
71
Jane Street
New York
$7.81M 76,803 +6,273 +9%
N
72
Numerai
California
$7.77M 76,440 +47,993 +169%
EAM
73
EULAV Asset Management
Florida
$7.77M 76,400 – –
KFO
74
Kopp Family Office
Minnesota
$7.77M 76,386 +32,179 +73%
Swedbank
75
Swedbank
Sweden
$7.12M 70,000 – –
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