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Workiva
WK

Overview Fund Activity

308 hedge funds and large institutions have $3.16B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 54 closing their positions.

Holders
308
Holders Change
-20
Holders Change %
-6.1%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
103
Reduced
125
Closed
54
Calls
$588K
Puts
$397K
Net Calls
+$191K
Net Calls Change
+$7.84M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Norges Bank
3
Norges Bank
Norway
$40.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$427M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AACP
76
Advantage Alpha Capital Partners
California
$5.37M 78,447 +21,924 +39%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$5.28M 77,141 +2,646 +4%
Deutsche Bank
78
Deutsche Bank
Germany
$5.2M 76,035 -9,531 -11%
EP
79
Edgestream Partners
New Jersey
$5.02M 73,306 +73,306 New
Canada Life
80
Canada Life
Manitoba, Canada
$4.94M 72,062 -1,064 -1%
OAM
81
Oppenheimer Asset Management
New York
$4.62M 67,442 -4,275 -6%
Verition Fund Management
82
Verition Fund Management
Connecticut
$4.55M 66,518 +1,144 +2%
MAM
83
Madison Asset Management
Wisconsin
$4.36M 63,739 +5,478 +9%
JF
84
Jump Financial
Illinois
$4.13M 60,281 -42,704 -41%
AG
85
Algert Global
California
$4.05M 59,120 +59,120 New
AllianceBernstein
86
AllianceBernstein
Tennessee
$4.03M 58,823 -721,307 -92%
TCM
87
Topline Capital Management
California
$3.97M 58,000 +58,000 New
Holocene Advisors
88
Holocene Advisors
New York
$3.83M 56,008 +43,343 +342%
Legal & General Group
89
Legal & General Group
United Kingdom
$3.83M 55,961 +1,803 +3%
TI
90
Trexquant Investment
Connecticut
$3.75M 54,809 -116,499 -68%
ACM
91
Alamar Capital Management
California
$3.73M 54,467 +6,755 +14%
APG
92
Abacus Planning Group
South Carolina
$3.62M 52,954 – –
Raymond James Financial
93
Raymond James Financial
Florida
$3.51M 51,239 -1,295 -2%
ACM
94
Aquatic Capital Management
Illinois
$3.42M 49,975 -12,428 -20%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$3.38M 49,294 +3,612 +8%
OCM
96
Orser Capital Management
Texas
$3.35M 48,987 -7,475 -13%
Citadel Advisors
97
Citadel Advisors
Florida
$3.3M 48,206 -110,774 -70%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.2M 46,800 +46,800 New
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$3.1M 45,254 – –
Stifel Financial
100
Stifel Financial
Missouri
$2.98M 43,499 -2,256 -5%
2 3
4
5 6