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312 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.3% less ownership

Funds ownership: 90.48%89.17% (-1.3%)

5% less funds holding

Funds holding: 329312 (-17)

12% less capital invested

Capital invested by funds: $3.59B → $3.17B (-$424M)

21% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 129

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

64% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.21M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
102
Reduced
129
Closed
53
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RSS
126
Rosenblum Silverman Sutton
California
$1.69M +$172K +2,500 +11%
UOTTAIMCU
127
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.63M +$1.64M +23,868 New
AAI
128
Aequim Alternative Investments
California
$1.52M
IIM
129
INTECH Investment Management
Florida
$1.5M -$422K -6,141 -22%
QT
130
Quantbot Technologies
New York
$1.38M +$725K +10,537 +109%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.35M -$206K -3,000 -13%
US Bancorp
132
US Bancorp
Minnesota
$1.29M -$158K -2,294 -11%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.29M -$51.3K -746 -4%
HighTower Advisors
134
HighTower Advisors
Illinois
$1.26M -$106K -1,537 -8%
HF
135
HRT Financial
New York
$1.25M -$557K -8,095 -31%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$1.24M -$7.22K -105 -0.6%
QC
137
Quadrature Capital
United Kingdom
$1.23M +$938K +13,638 +310%
LPL Financial
138
LPL Financial
California
$1.23M +$106K +1,541 +9%
APP
139
Avantax Planning Partners
Iowa
$1.14M
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.1M
HCA
141
Harbor Capital Advisors
Illinois
$1.1M +$189K +2,752 +21%
VIM
142
Vancity Investment Management
British Columbia, Canada
$1.05M +$285K +4,138 +37%
CI
143
Ceera Investments
Texas
$1.05M +$1.05M +15,301 New
NIP
144
Nicholas Investment Partners
California
$1.03M -$1.75M -25,433 -63%
ASRS
145
Arizona State Retirement System
Arizona
$985K +$23.7K +344 +2%
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$961K -$1.18M -17,146 -55%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$945K +$9.49K +138 +1%
Mariner
148
Mariner
Kansas
$937K -$321K -4,668 -25%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$927K
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$917K -$34.4K -500 -4%

WK Hedge Fund Activity: Q2 2025 in Review

312 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2025, worth a combined $3.17B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WK and 38 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 102 added.

The largest buyer was Eminence Capital, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $71.4M.

  • 312 institutional investors held Workiva (WK) as of Q2 2025, down from 329 in Q1 2025.
  • Funds reported $3.17B of Workiva stock for Q2 2025, down 12% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2025 and 53 closed out, a net change of -15 holders.
  • The largest Workiva buyer in Q2 2025 was Eminence Capital, an estimated $123M added.
  • The largest Workiva seller in Q2 2025 was Fidelity Investments, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2025.