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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$10M 126,901 +62,448 +97%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$9.53M 120,437 +100,670 +509%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$9.34M 118,073 +13,122 +13%
KFO
54
Kopp Family Office
Minnesota
$8.84M 111,708 – –
WP
55
Woodline Partners
California
$8.45M 106,791 +88,029 +469%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$8.25M 104,279 +57,393 +122%
Swedbank
57
Swedbank
Sweden
$7.91M 100,000 -90,800 -48%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$7.75M 97,918 – –
EGM
59
Engineers Gate Manager
New York
$7.68M 97,081 +20,943 +28%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$7.65M 96,628 -23,767 -20%
Swiss National Bank
61
Swiss National Bank
Switzerland
$7.49M 94,621 -400 -0.4%
Citigroup
62
Citigroup
New York
$7.44M 93,983 +24,226 +35%
Axa
63
Axa
France
$7.43M 93,850 -8,982 -9%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.31M 92,451 +71,719 +346%
Comerica Bank
65
Comerica Bank
Texas
$7.07M 89,401 -453 -0.5%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$7.07M 89,328 +82,206 +1,154%
AACP
67
Advantage Alpha Capital Partners
California
$6.92M 87,472 +10,644 +14%
Two Sigma Investments
68
Two Sigma Investments
New York
$6.46M 81,600 +54,556 +202%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$6.4M 80,840 -6,836 -8%
FCM
70
Frontier Capital Management
Massachusetts
$6.23M 78,741 +20,028 +34%
OAM
71
Oppenheimer Asset Management
New York
$6.16M 77,911 -4,769 -6%
AllianceBernstein
72
AllianceBernstein
Tennessee
$6.11M 77,189 +13,570 +21%
EAM
73
EULAV Asset Management
Florida
$6.04M 76,400 – –
Canada Life
74
Canada Life
Manitoba, Canada
$5.94M 74,977 +931 +1%
ISL
75
Ingalls & Snyder LLC
New York
$5.57M 70,353 -896 -1%
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