299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1.57% less ownership

Funds ownership: 93.35%91.77% (-1.6%)

15% less capital invested

Capital invested by funds: $4.03B → $3.41B (-$618M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.98M
Puts
$4.52M
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$21.9M
3 +$17.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
5
BlackRock
BlackRock
New York
+$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$8.79M
52
$8.63M
53
$8.62M
54
$8.15M
55
$7.66M
56
$7.51M
57
$7.3M
58
$7.15M
59
$6.94M
60
$6.84M
61
$6.62M
62
$6.56M
63
$6.4M
64
$6.03M
65
$5.68M
66
$5.61M
67
$5.58M
68
$5.56M
69
$5.51M
70
$5.45M
71
$5.41M
72
$5.33M
73
$5.22M
74
$5.2M
75
$5.18M