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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
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$3.1M
Stifel Financial
102
Stifel Financial
Missouri
$2.98M -$155K -2,256 -5%
ISL
103
Ingalls & Snyder LLC
New York
$2.97M -$2.05M -29,763 -41%
DFCM
104
Dark Forest Capital Management
Puerto Rico
$2.84M +$252K +3,659 +10%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$2.83M -$318K -4,620 -10%
YIH
106
Y-Intercept (HK)
Hong Kong
$2.8M +$2.81M +40,883 New
Allianz Asset Management
107
Allianz Asset Management
Germany
$2.73M -$236K -3,425 -8%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$2.7M +$2.71M +39,444 New
Invesco
109
Invesco
Georgia
$2.67M -$39.4M -573,149 -94%
Brown Advisory
110
Brown Advisory
Maryland
$2.66M -$87K -1,265 -3%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$2.53M +$2.54M +36,968 New
SSA
112
Schonfeld Strategic Advisors
New York
$2.5M +$550K +7,991 +28%
OIA
113
OneDigital Investment Advisors
Kansas
$2.47M -$1.65K -24 -0.1%
EAM
114
EFG Asset Management
Oregon
$2.41M +$469K +6,825 +24%
MIM
115
MetLife Investment Management
New Jersey
$2.05M -$1.79K -26 -0.1%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.93M +$176K +2,564 +10%
SL
117
Siren LLC
Connecticut
$1.92M +$722K +10,500 +60%
DWT
118
Dorsey & Whitney Trust
South Dakota
$1.91M +$46.8K +680 +2%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$1.91M +$335K +4,868 +21%
XT
120
XTX Topco
Cayman Islands
$1.9M +$147K +2,136 +8%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.89M -$157K -2,280 -8%
KOCAA
122
Knights of Columbus Asset Advisors
Connecticut
$1.89M -$39.5K -575 -2%
Universal-Beteiligungs- und Servicegesellschaft
123
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.88M +$153K +2,230 +9%
CI Investments Inc
124
CI Investments Inc
Ontario, Canada
$1.81M -$358K -5,200 -16%
PAMP
125
Polar Asset Management Partners
Ontario, Canada
$1.7M -$4.17M -60,604 -71%

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.