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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$378K -$144K -1,422 -28%
GC
202
Gilbert & Cook
Iowa
$374K – – –
SIMG
203
Sonora Investment Management Group
Arizona
$368K – – –
MOS
204
MGO One Seven
Ohio
$367K -$13.2K -130 -3%
VPIM
205
Vanguard Personalized Indexing Management
California
$358K +$26.7K +263 +8%
CC
206
Corton Capital
Ontario, Canada
$351K +$351K +3,451 New
Truist Financial
207
Truist Financial
North Carolina
$349K -$91.4K -899 -21%
Creative Planning
208
Creative Planning
Kansas
$331K +$17.6K +173 +6%
HR
209
Hardy Reed
Mississippi
$328K – – –
BCI
210
Brinker Capital Investments
Pennsylvania
$321K +$111K +1,092 +53%
OPS
211
Orion Portfolio Solutions
Nebraska
$321K +$111K +1,092 +53%
Dimensional Fund Advisors
212
Dimensional Fund Advisors
Texas
$318K +$318K +3,128 New
BWM
213
Baron Wealth Management
Michigan
$315K +$2.54K +25 +0.8%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$314K -$33.6K -331 -10%
MM
215
MQS Management
New York
$306K +$306K +3,011 New
HM
216
Harvest Management
New York
$305K -$234K -2,300 -43%
SAM
217
Shell Asset Management
Netherlands
$279K +$279K +2,745 New
MYIA
218
Mount Yale Investment Advisors
Colorado
$279K -$64K -630 -19%
GCP
219
GSA Capital Partners
United Kingdom
$278K +$278K +2,736 New
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$272K +$10.1K +99 +4%
Verition Fund Management
221
Verition Fund Management
Connecticut
$271K +$271K +2,665 New
William Blair & Company
222
William Blair & Company
Illinois
$270K -$1.53K -15 -0.6%
NA
223
NewEdge Advisors
Louisiana
$260K +$4.37K +43 +2%
WA
224
Wealth Alliance
New York
$256K +$16.7K +164 +7%
AWS
225
Atria Wealth Solutions
New York
$255K -$712 -7 -0.3%
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