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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$1.56M +$132K +1,290 +9%
AAM
127
Azzad Asset Management
Virginia
$1.52M -$5.26K -62 -0.3%
APP
128
Avantax Planning Partners
Iowa
$1.5M -$763 -9 -0.1%
Dimensional Fund Advisors
129
Dimensional Fund Advisors
Texas
$1.49M -$621K -7,326 -29%
CAN
130
Cetera Advisor Networks
California
$1.49M +$46.4K +547 +3%
TPI
131
Trust Point Inc
Wisconsin
$1.43M +$389K +4,585 +37%
Assenagon Asset Management
132
Assenagon Asset Management
Luxembourg
$1.42M -$18.6K -219 -1%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.37M -$68.9K -813 -5%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$1.37M +$3.82K +45 +0.3%
SSA
135
Schonfeld Strategic Advisors
New York
$1.35M +$387K +4,566 +40%
SG Americas Securities
136
SG Americas Securities
New York
$1.27M +$1.18M +13,882 +1,318%
SCM
137
Semanteon Capital Management
Massachusetts
$1.26M +$424K +4,995 +51%
Vontobel Holding
138
Vontobel Holding
Switzerland
$1.21M -$57.9K -683 -5%
VIM
139
Vancity Investment Management
British Columbia, Canada
$1.14M +$366K +4,316 +47%
FCI
140
Financial Counselors Inc
Kansas
$1.11M +$6.61K +78 +0.6%
ASRS
141
Arizona State Retirement System
Arizona
$1.11M -$10.5K -124 -0.9%
DTL
142
Dynamic Technology Lab
Singapore
$1.11M -$129K -1,520 -10%
CSS
143
Cubist Systematic Strategies
Connecticut
$1.06M -$999K -11,784 -48%
OQS
144
Occudo Quantitative Strategies
Florida
$1.06M -$3.01M -35,537 -74%
AIM
145
Aigen Investment Management
New York
$1.04M +$337K +3,979 +48%
DT
146
Diversified Trust
Tennessee
$968K +$479K +5,648 +98%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$922K -$847K -9,990 -48%
PTC
148
Petrus Trust Company
Texas
$898K +$132K +1,556 +17%
TF
149
Talbot Financial
Washington
$890K – – –
GT
150
Glenmede Trust
Pennsylvania
$868K +$108K +1,274 +14%
4 5
6
7 8