328 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.55B (-$1.62B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$10.2M
52
$10.2M
53
$9.95M
54
$9.51M
55
$8.62M
56
$8.49M
57
$8.45M
58
$8.4M
59
$8.33M
60
$7.96M
61
$7.92M
62
$7.82M
63
$7.75M
64
$7.74M
65
$7.52M
66
$7.21M
67
$7.05M
68
$6.84M
69
$6.5M
70
$6.48M
71
$6.48M
72
$6.44M
73
$6.21M
74
$6.11M
75
$5.87M