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Workiva
WK

Overview Fund Activity

328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M

Top Buyers

1
EC
Eminence Capital
New York
$64.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$215M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$70.3M
5
WP
Woodline Partners
California
$22.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
3
Macquarie Group
Macquarie Group
Australia
$113M
4
Ameriprise
Ameriprise
Minnesota
$39M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Universal-Beteiligungs- und Servicegesellschaft
126
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.92M +$1.92M +25,265 New
Squarepoint
127
Squarepoint
New York
$1.9M +$1.9M +25,062 New
CF
128
Corebridge Financial
Texas
$1.9M -$5.54K -73 -0.3%
Federated Hermes
129
Federated Hermes
Pennsylvania
$1.85M -$549K -7,227 -23%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$1.81M -$552K -8,914 -23%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.79M -$15M -191,155 -89%
Creative Planning
132
Creative Planning
Kansas
$1.78M +$198K +2,609 +13%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$1.75M -$19.2K -253 -1%
RSS
134
Rosenblum Silverman Sutton
California
$1.69M +$48.5K +639 +3%
AAI
135
Aequim Alternative Investments
California
$1.69M – – –
US Bancorp
136
US Bancorp
Minnesota
$1.61M -$78K -1,027 -5%
SFI
137
Susquehanna Fundamental Investments
Pennsylvania
$1.59M -$1.33M -17,556 -46%
HighTower Advisors
138
HighTower Advisors
Illinois
$1.51M -$140K -1,850 -9%
AAM
139
Azzad Asset Management
Virginia
$1.51M +$759 +10 +0.1%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.49M +$28.2K +371 +2%
Lazard Asset Management
141
Lazard Asset Management
New York
$1.42M +$235K +3,103 +20%
Mariner
142
Mariner
Kansas
$1.39M +$307K +4,046 +28%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$1.39M +$96.9K +1,277 +7%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$1.38M -$4.25K -56 -0.3%
SL
145
Siren LLC
Connecticut
$1.33M +$569K +7,500 +75%
APP
146
Avantax Planning Partners
Iowa
$1.26M -$84K -1,106 -6%
LPL Financial
147
LPL Financial
California
$1.24M +$141K +1,860 +13%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$1.22M – – –
ECM
149
ExodusPoint Capital Management
New York
$1.15M +$1.15M +15,189 New
ASRS
150
Arizona State Retirement System
Arizona
$1.07M -$9.34K -123 -0.9%
4 5
6
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