329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 46 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 → $3.59B (-$1.58B)

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
329
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
$1.94M
127
$1.92M
128
$1.9M
129
$1.9M
130
$1.85M
131
$1.81M
132
$1.79M
133
$1.78M
134
$1.75M
135
$1.69M
136
$1.69M
137
$1.65M
138
$1.61M
139
$1.59M
140
$1.51M
141
$1.51M
142
$1.49M
143
$1.42M
144
$1.39M
145
$1.39M
146
$1.38M
147
$1.33M
148
$1.26M
149
$1.24M
150
$1.22M