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Workiva
WK

315 hedge funds and large institutions have $2.92B invested in Workiva in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 117 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $3.71M

5% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 117

3.77% less ownership

Funds ownership: 95.63% → 91.86% (-3.8%)

9% less funds holding

Funds holding: 348 → 315 (-33)

32% less capital invested

Capital invested by funds: $4.32B → $2.92B (-$1.4B)

34% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 73

50% less funds holding in top 10

Funds holding in top 10: 8 → 4 (-4)

Holders
315
Holders Change
-33
Holders Change %
-9.48%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
111
Reduced
117
Closed
73
Calls
$7.38M
Puts
$3.71M
Net Calls
+$3.66M
Net Calls Change
+$1.9M

Top Buyers

1
JCAM
Jericho Capital Asset Management
New York
+$172M
2
HRCM
Hawk Ridge Capital Management
California
+$76.1M
3
TCM
Topline Capital Management
California
+$53.1M
4
Squarepoint
Squarepoint
New York
+$37.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$36.3M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$111M
2
EC
Eminence Capital
New York
-$82.7M
3
UBS Group
UBS Group
Switzerland
-$75.1M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$72.6M
5
Morgan Stanley
Morgan Stanley
New York
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
126
Boothbay Fund Management
New York
$1.4M +$1.2M +17,268 +276%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.37M +$419K +6,013 +35%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$1.37M -$119K -1,713 -7%
Mariner
129
Mariner
Kansas
$1.3M -$944K -13,541 -38%
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.29M +$1.51M +21,711 New
VGA
131
Vanguard Global Advisers
Pennsylvania
$1.25M +$1.46M +20,979 New
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$1.25M +$132K +1,895 +10%
FRM
133
Fox Run Management
Connecticut
$1.24M +$1.26M +18,020 +574%
DTL
134
Dynamic Technology Lab
Singapore
$1.2M +$1.1M +15,762 +368%
BHCM
135
Brevan Howard Capital Management
Jersey
$1.16M +$1.35M +19,399 New
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$1.15M +$886K +12,699 +190%
Dimensional Fund Advisors
137
Dimensional Fund Advisors
Texas
$1.02M +$44.5K +638 +4%
GCM
138
Graham Capital Management
Connecticut
$1.01M +$860K +12,327 +271%
New York State Common Retirement Fund
139
New York State Common Retirement Fund
New York
$1M – – –
APP
140
Avantax Planning Partners
Iowa
$992K – – –
HSBC Holdings
141
HSBC Holdings
United Kingdom
$979K +$174K +2,496 +18%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$948K – – –
XT
143
XTX Topco
Cayman Islands
$942K +$919K +13,170 +500%
BCM
144
Brookstone Capital Management
Illinois
$914K – – –
NAM
145
Nexpoint Asset Management
Texas
$914K – – –
HighTower Advisors
146
HighTower Advisors
Illinois
$911K -$80K -1,147 -7%
VIM
147
Vancity Investment Management
British Columbia, Canada
$908K +$197K +2,819 +23%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$903K +$497K +7,127 +89%
LC
149
Lavelle Capital
California
$883K – – –
Franklin Resources
150
Franklin Resources
California
$852K -$49K -702 -5%
4 5
6
7 8

WK Hedge Fund Activity: Q1 2026 in Review

315 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2026, worth a combined $2.92B — down 32% from $4.32B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of WK and 48 opened new positions — a net loss of 25 holders — while 117 trimmed existing stakes and 111 added.

The largest buyer was Jericho Capital Asset Management, opening a new position worth an estimated $172M. The largest seller was Nordea Investment Management, exiting entirely with an estimated $111M sold.

  • 315 institutional investors held Workiva (WK) as of Q1 2026, down from 348 in Q4 2025.
  • Funds reported $2.92B of Workiva stock for Q1 2026, down 32% quarter-over-quarter.
  • 48 funds opened new Workiva positions in Q1 2026 and 73 closed out, a net change of -25 holders.
  • The largest Workiva buyer in Q1 2026 was Jericho Capital Asset Management, an estimated $172M added.
  • The largest Workiva seller in Q1 2026 was Nordea Investment Management, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2026.