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312 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
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
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$5.46M +$791K +11,500 +17%
Jane Street
77
Jane Street
New York
$5.42M -$3.17M -46,129 -37%
AACP
78
Advantage Alpha Capital Partners
California
$5.37M +$1.51M +21,924 +39%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$5.28M +$182K +2,646 +4%
Deutsche Bank
80
Deutsche Bank
Germany
$5.2M -$655K -9,531 -11%
EP
81
Edgestream Partners
New Jersey
$5.02M +$5.04M +73,306 New
Canada Life
82
Canada Life
Manitoba, Canada
$4.93M -$73.2K -1,064 -1%
OAM
83
Oppenheimer Asset Management
New York
$4.62M -$294K -4,275 -6%
Verition Fund Management
84
Verition Fund Management
Connecticut
$4.55M +$78.7K +1,144 +2%
MAM
85
Madison Asset Management
Wisconsin
$4.36M +$377K +5,478 +9%
JF
86
Jump Financial
Illinois
$4.13M -$2.94M -42,704 -41%
AG
87
Algert Global
California
$4.05M +$4.07M +59,120 New
AllianceBernstein
88
AllianceBernstein
Tennessee
$4.03M -$49.6M -721,307 -92%
TCM
89
Topline Capital Management
California
$3.97M +$3.99M +58,000 New
Holocene Advisors
90
Holocene Advisors
New York
$3.83M +$2.98M +43,343 +342%
Legal & General Group
91
Legal & General Group
United Kingdom
$3.83M +$124K +1,803 +3%
TI
92
Trexquant Investment
Connecticut
$3.75M -$8.01M -116,499 -68%
ACM
93
Alamar Capital Management
California
$3.73M +$465K +6,755 +14%
APG
94
Abacus Planning Group
South Carolina
$3.62M
Raymond James Financial
95
Raymond James Financial
Florida
$3.51M -$89.1K -1,295 -2%
ACM
96
Aquatic Capital Management
Illinois
$3.42M -$855K -12,428 -20%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$3.38M +$248K +3,612 +8%
OCM
98
Orser Capital Management
Texas
$3.35M -$514K -7,475 -13%
Citadel Advisors
99
Citadel Advisors
Florida
$3.3M -$7.62M -110,774 -70%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.2M +$3.22M +46,800 New

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.