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Workiva
WK

Overview Fund Activity

328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M

Top Buyers

1
EC
Eminence Capital
New York
$64.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$215M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$70.3M
5
WP
Woodline Partners
California
$22.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
Macquarie Group
Australia
$113M
4
Ameriprise
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
EULAV Asset Management
Florida
$5.8M – – –
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$5.65M +$222K +2,921 +4%
NC
78
Nicholas Company
Wisconsin
$5.62M -$1.9K -25 -0%
ISL
79
Ingalls & Snyder LLC
New York
$5.56M +$30.2K +398 +0.5%
Canada Life
80
Canada Life
Manitoba, Canada
$5.55M +$702K +9,249 +14%
OAM
81
Oppenheimer Asset Management
New York
$5.44M -$115K -1,514 -2%
SCA
82
Summit Creek Advisors
Minnesota
$5.22M +$5.22M +68,759 New
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$5.19M -$154K -2,025 -3%
Verition Fund Management
84
Verition Fund Management
Connecticut
$4.96M +$4.15M +54,691 +512%
ACM
85
Aquatic Capital Management
Illinois
$4.74M +$4.11M +54,079 +650%
ILCM
86
Ivy Lane Capital Management
Florida
$4.71M +$4.71M +62,000 New
MAM
87
Madison Asset Management
Wisconsin
$4.42M +$1.25M +16,474 +39%
AACP
88
Advantage Alpha Capital Partners
California
$4.4M +$852K +10,953 +24%
Marshall Wace
89
Marshall Wace
United Kingdom
$4.33M +$4.33M +57,069 New
OCM
90
Orser Capital Management
Texas
$4.29M +$213K +2,804 +5%
EGM
91
Engineers Gate Manager
New York
$4.23M -$1.67M -21,938 -28%
Legal & General Group
92
Legal & General Group
United Kingdom
$4.11M +$74.8K +985 +2%
APG
93
Abacus Planning Group
South Carolina
$4.02M +$3.87M +50,924 +2,509%
Citigroup
94
Citigroup
New York
$4.01M -$3.52M -46,428 -47%
Raymond James Financial
95
Raymond James Financial
Florida
$3.99M -$4.1K -54 -0.1%
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$3.96M +$3.96M +52,223 New
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$3.68M -$1.24M -16,270 -25%
ACM
98
Alamar Capital Management
California
$3.62M -$40.5K -533 -1%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$3.49M -$388K -5,112 -10%
Stifel Financial
100
Stifel Financial
Missouri
$3.47M +$229K +3,023 +7%
2 3
4
5 6