250 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 59 closing their positions.

Holders
250
Holders Change
-37
Holders Change %
-12.89%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
25
Increased
122
Reduced
79
Closed
59
Calls
$3.39M
Puts
$1.86M
Net Calls
+$1.53M
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$797K -$16.2K -246 -2%
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$773K +$5.94K +90 +0.8%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$735K -$246K -3,724 -25%
EMG
129
ETF Managers Group
New Jersey
$731K +$731K +10,785 New
SG Americas Securities
130
SG Americas Securities
New York
$715K +$715K +10,831 New
Prudential Financial
131
Prudential Financial
New Jersey
$670K +$311K +4,633 +86%
FA
132
FDx Advisors
Illinois
$666K -$77.8K -1,179 -10%
Connor, Clark & Lunn Investment Management (CC&L)
133
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$647K +$647K +9,799 New
IWP
134
Icon Wealth Partners
Texas
$640K -$142K -2,150 -18%
CP
135
CenterBook Partners
Connecticut
$627K +$423K +6,406 +207%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$610K +$37K +560 +6%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$601K +$97.9K +1,485 +19%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$582K +$134K +2,032 +30%
MML Investors Services
139
MML Investors Services
Massachusetts
$561K +$82.8K +1,254 +17%
LB
140
Legacy Bridge
Iowa
$558K
DT
141
Diversified Trust
Tennessee
$554K +$134K +2,025 +32%
FWM
142
Frontier Wealth Management
Missouri
$549K
AIA
143
Affinity Investment Advisors
California
$545K -$19.9K -302 -4%
MNBTD
144
Moody National Bank Trust Division
Texas
$525K +$525K +7,950 New
AB
145
Amalgamated Bank
New York
$497K +$34.4K +521 +7%
ProShare Advisors
146
ProShare Advisors
Maryland
$496K -$224K -3,391 -31%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$493K -$347K -5,254 -41%
Principal Financial Group
148
Principal Financial Group
Iowa
$487K -$26.3K -399 -5%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$481K +$7.39K +112 +2%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$479K -$70.1K -1,061 -13%