328 hedge funds and large institutions have $3.55B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

31% less capital invested

Capital invested by funds: $5.17B → $3.55B (-$1.62B)

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

86% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $8.92M

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.27M
Puts
$8.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.92M
127
$1.9M
128
$1.9M
129
$1.85M
130
$1.81M
131
$1.79M
132
$1.78M
133
$1.75M
134
$1.69M
135
$1.69M
136
$1.65M
137
$1.61M
138
$1.59M
139
$1.51M
140
$1.51M
141
$1.49M
142
$1.42M
143
$1.39M
144
$1.39M
145
$1.38M
146
$1.33M
147
$1.26M
148
$1.24M
149
$1.22M
150
$1.15M