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Workiva
WK

186 hedge funds and large institutions have $1.83B invested in Workiva in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.47M | Put options by funds: $2.52M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $1.68B → $1.83B (+$157M)

4% more funds holding

Funds holding: 178 → 186 (+8)

2.51% more ownership

Funds ownership: 81.22% → 83.72% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
37
Increased
61
Reduced
56
Closed
28
Calls
$3.47M
Puts
$2.52M
Net Calls
+$943K
Net Calls Change
-$889K

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$31M
2
CIP
Champlain Investment Partners
Vermont
+$24.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
4
PIMC
Praesidium Investment Management Company
New York
+$10.8M
5
GIM
Granahan Investment Management
Massachusetts
+$8.69M

Top Sellers

Rank Fund Capital Flow
1
VEPM
Vista Equity Partners Management
California
-$13.2M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$7.14M
3
SSA
Schonfeld Strategic Advisors
New York
-$6.15M
4
HCM
Harspring Capital Management
New York
-$5.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
201
Squarepoint
New York
– -$313K -5,854 Closed
PTC
202
Petrus Trust Company
Texas
– -$307K -5,735 Closed
QC
203
Quadrature Capital
United Kingdom
– -$298K -5,551 Closed
BFM
204
Boothbay Fund Management
New York
– -$286K -5,355 Closed
SRAM
205
Stone Ridge Asset Management
New York
– -$248K -4,642 Closed
GAM
206
Gotham Asset Management
New York
– -$247K -4,623 Closed
Jane Street
207
Jane Street
New York
– -$236K -4,406 Closed
QCG
208
Quadrant Capital Group
Ohio
– -$103K -1,917 Closed
SCA
209
Stonebridge Capital Advisors
Minnesota
– -$53K -1,000 Closed
Truist Financial
210
Truist Financial
North Carolina
– -$34K -634 Closed
PA
211
Procyon Advisors
Connecticut
– -$17K -315 Closed
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
– -$14K -269 Closed
AIM
213
Anchor Investment Management
South Carolina
– -$6.21K -116 Closed
VFA
214
Valeo Financial Advisors
Indiana
– -$1K -28 Closed
5 6 7 8
9

WK Hedge Fund Activity: Q3 2020 in Review

186 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2020, worth a combined $1.83B — up 9.4% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WK positions and 28 closed out — a net gain of 9 holders — while 61 added to existing stakes and 56 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $31M. The largest seller was Vista Equity Partners Management, exiting entirely with an estimated $13.2M sold.

  • 186 institutional investors held Workiva (WK) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $1.83B of Workiva stock for Q3 2020, up 9.4% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q3 2020 and 28 closed out, a net change of +9 holders.
  • The largest Workiva buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31M added.
  • The largest Workiva seller in Q3 2020 was Vista Equity Partners Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2020.