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Workiva
WK

Overview Fund Activity

310 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, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
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
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
RSS
126
Rosenblum Silverman Sutton
California
$1.69M +$171K +2,500 +11%
UOTTAIMCU
127
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.63M +$1.63M +23,868 New
AAI
128
Aequim Alternative Investments
California
$1.52M – – –
IIM
129
INTECH Investment Management
Florida
$1.5M -$420K -6,141 -22%
QT
130
Quantbot Technologies
New York
$1.38M +$721K +10,537 +109%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.35M -$205K -3,000 -13%
US Bancorp
132
US Bancorp
Minnesota
$1.29M -$157K -2,294 -11%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.29M -$51.1K -746 -4%
HighTower Advisors
134
HighTower Advisors
Illinois
$1.26M -$105K -1,537 -8%
HF
135
HRT Financial
New York
$1.25M -$554K -8,095 -31%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$1.24M -$7.19K -105 -0.6%
QC
137
Quadrature Capital
United Kingdom
$1.23M +$934K +13,638 +310%
LPL Financial
138
LPL Financial
California
$1.23M +$105K +1,541 +9%
APP
139
Avantax Planning Partners
Iowa
$1.14M – – –
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.1M – – –
HCA
141
Harbor Capital Advisors
Illinois
$1.1M +$188K +2,752 +21%
VIM
142
Vancity Investment Management
British Columbia, Canada
$1.06M +$283K +4,138 +37%
CI
143
Ceera Investments
Texas
$1.05M +$1.05M +15,301 New
NIP
144
Nicholas Investment Partners
California
$1.03M -$1.74M -25,433 -63%
ASRS
145
Arizona State Retirement System
Arizona
$985K +$23.5K +344 +2%
Osaic Holdings
146
Osaic Holdings
Arizona
$966K +$896K +8,254 +1,266%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$961K -$1.17M -17,146 -55%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$945K +$9.45K +138 +1%
Mariner
149
Mariner
Kansas
$937K -$320K -4,668 -25%
State Board of Administration of Florida Retirement System
150
State Board of Administration of Florida Retirement System
Florida
$927K – – –
4 5
6
7 8