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Workiva
WK

Overview Fund Activity

310 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, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
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
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
1
Eminence Capital
New York
$181M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
5
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.03M
4
Invesco
4
Invesco
Georgia
$2.67M
5
Macquarie Group
5
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$917K -$34.2K -500 -4%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$908K – – –
SCM
153
Sterling Capital Management
North Carolina
$894K +$314K +4,593 +54%
Dimensional Fund Advisors
154
Dimensional Fund Advisors
Texas
$864K +$138K +2,015 +19%
CCIA
155
Campbell & Co Investment Adviser
Maryland
$846K -$1.31M -19,152 -61%
Amundi
156
Amundi
France
$845K +$838K +12,350 +12,475%
EAM
157
EULAV Asset Management
Florida
$815K -$4.42M -64,500 -84%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$790K +$33.3K +486 +4%
WG
159
Winton Group
United Kingdom
$790K +$790K +11,536 New
ProShare Advisors
160
ProShare Advisors
Maryland
$737K -$46.5K -679 -6%
TF
161
Talbot Financial
Washington
$719K – – –
KK
162
KLP Kapitalforvaltning
Norway
$705K +$54.8K +800 +8%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$633K +$73.8K +1,077 +13%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$632K -$624K -9,122 -50%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$630K +$32K +467 +5%
PTC
166
Petrus Trust Company
Texas
$618K -$67.1K -980 -10%
SG Americas Securities
167
SG Americas Securities
New York
$589K -$303K -4,427 -34%
Empower Advisory Group
168
Empower Advisory Group
Colorado
$583K – – –
IC
169
IEQ Capital
California
$575K +$344K +5,025 +149%
FC
170
FORA Capital
Florida
$569K +$569K +8,312 New
CC
171
Centiva Capital
New York
$551K -$7.12K -104 -1%
GCP
172
GSA Capital Partners
United Kingdom
$541K -$250K -3,656 -32%
Walleye Capital
173
Walleye Capital
New York
$536K -$2.53M -36,911 -83%
TRCT
174
Tower Research Capital (TRC)
New York
$523K +$448K +6,543 +598%
ISFAN
175
Investor's Fiduciary Advisor Network
Washington
$517K – – –
5 6
7
8 9