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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$10M +$127K +1,502 +1%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$9.37M -$3.98M -46,988 -30%
Axa
53
Axa
France
$8.98M +$61.2K +722 +0.7%
CS
54
Credit Suisse
Switzerland
$8.79M -$144K -1,693 -2%
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$8.43M -$1.03M -12,159 -11%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$8.27M +$6.14M +72,433 +288%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$8.27M -$1.66M -19,545 -17%
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.98M +$76.3K +900 +1%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$7.75M +$212K +2,501 +3%
Comerica Bank
60
Comerica Bank
Texas
$7.46M +$1.44M +16,943 +24%
SBH
61
Segall Bryant & Hamill
Illinois
$7.11M -$4.81M -56,728 -40%
Man Group
62
Man Group
United Kingdom
$6.97M -$2.63M -31,017 -27%
Jane Street
63
Jane Street
New York
$6.84M -$526K -6,197 -7%
TCM
64
Tensile Capital Management
California
$6.78M +$6.78M +80,000 New
OAM
65
Oppenheimer Asset Management
New York
$6.75M -$433K -5,101 -6%
Barclays
66
Barclays
United Kingdom
$6.69M -$783K -9,230 -10%
Federated Hermes
67
Federated Hermes
Pennsylvania
$6.61M -$2.68M -31,616 -29%
Canada Life
68
Canada Life
Manitoba, Canada
$6.5M +$880K +10,380 +16%
KFO
69
Kopp Family Office
Minnesota
$6.48M +$3.48K +41 +0.1%
LCK
70
LeRoy C. Kopp
$6.48M +$6.48M +76,427 New
EAM
71
EULAV Asset Management
Florida
$6.48M – – –
Two Sigma Advisers
72
Two Sigma Advisers
New York
$6.23M -$4.08M -48,100 -40%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$6.12M -$94.4K -1,113 -2%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$6.11M +$2.05M +24,147 +50%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.04M -$2.04M -24,099 -25%
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