329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 46 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 → $3.59B (-$1.58B)

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
329
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
101
$3.47M
102
$3.47M
103
$3.44M
104
$3.4M
105
$3.33M
106
$3.29M
107
$3.07M
108
$3.05M
109
$2.87M
110
$2.81M
111
$2.74M
112
$2.56M
113
$2.4M
114
$2.39M
115
$2.37M
116
$2.36M
117
$2.28M
118
$2.27M
119
$2.17M
120
$2.15M
121
$2.14M
122
$2.13M
123
$2.07M
124
$2M
125
$1.96M