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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
126
Occudo Quantitative Strategies
Florida
$1.37M +$458K +6,278 +50%
Vontobel Holding
127
Vontobel Holding
Switzerland
$1.37M +$331K +4,538 +32%
WP
128
Woodline Partners
California
$1.37M +$1.02M +13,975 +292%
TPI
129
Trust Point Inc
Wisconsin
$1.33M +$98.7K +1,352 +8%
Dimensional Fund Advisors
130
Dimensional Fund Advisors
Texas
$1.3M +$18.9K +259 +1%
APP
131
Avantax Planning Partners
Iowa
$1.3M – – –
CP
132
CenterBook Partners
Connecticut
$1.29M -$301K -4,119 -19%
SG Americas Securities
133
SG Americas Securities
New York
$1.22M +$133K +1,824 +12%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.18M – – –
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$1.18M – – –
American Century Companies
136
American Century Companies
Missouri
$1.09M +$902K +12,359 +480%
SCM
137
Semanteon Capital Management
Massachusetts
$1.08M +$1.02K +14 +0.1%
US Bancorp
138
US Bancorp
Minnesota
$1.08M -$325K -4,455 -23%
AIM
139
Aigen Investment Management
New York
$1.08M +$182K +2,499 +20%
Mariner
140
Mariner
Kansas
$1.06M -$453K -6,200 -30%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$1.05M +$794K +10,870 +317%
MNBTD
142
Moody National Bank Trust Division
Texas
$1.02M -$422K -5,776 -29%
TRCT
143
Tower Research Capital (TRC)
New York
$991K +$955K +13,089 +2,677%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$988K -$126K -1,720 -11%
ASRS
145
Arizona State Retirement System
Arizona
$988K +$31K +425 +3%
PTC
146
Petrus Trust Company
Texas
$966K +$193K +2,647 +25%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$907K +$113K +1,553 +14%
MFS
148
Mirabella Financial Services
United Kingdom
$858K +$858K +11,749 New
YIH
149
Y-Intercept (HK)
Hong Kong
$846K +$846K +11,593 New
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$843K -$24.9M -338,316 -97%
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