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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$291K +$291K +3,434 New
HR
202
Hardy Reed
Mississippi
$290K +$18.2K +215 +7%
PS
203
Portfolio Strategies
New York
$290K +$290K +3,425 New
AC
204
Armistice Capital
New York
$285K +$285K +3,362 New
BWM
205
Baron Wealth Management
Michigan
$267K – – –
X
206
Xponance
Pennsylvania
$256K -$509 -6 -0.2%
William Blair & Company
207
William Blair & Company
Illinois
$254K -$26.3K -310 -9%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$252K – – –
OA
209
Oracle Alpha
Ontario, Canada
$250K -$21.7K -256 -8%
Truist Financial
210
Truist Financial
North Carolina
$249K -$28.3K -334 -10%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$233K +$27.6K +326 +13%
DWM
212
Dynasty Wealth Management
Florida
$226K +$226K +2,670 New
MOS
213
MGO One Seven
Ohio
$226K -$45.5K -536 -17%
PAS
214
Point72 Asia (Singapore)
Singapore
$223K +$223K +2,629 New
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$222K -$17.1K -202 -7%
SGI
216
Summit Global Investments
Utah
$219K -$27.2K -321 -11%
American Century Companies
217
American Century Companies
Missouri
$218K +$1.7K +20 +0.8%
QCM
218
Quantinno Capital Management
New York
$215K +$6.01K +71 +3%
SOW
219
State of Wyoming
Wyoming
$206K +$43.8K +517 +27%
AWS
220
Atria Wealth Solutions
New York
$203K -$6.78K -80 -3%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$201K -$7.89K -93 -4%
Lazard Asset Management
222
Lazard Asset Management
New York
$193K -$30.2K -357 -14%
NC
223
nVerses Capital
Florida
$187K +$187K +2,200 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$184K +$5.69K +67 +3%
SC
225
Steph & Co
Wisconsin
$183K +$7.89K +93 +4%
7 8
9
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