299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1.57% less ownership

Funds ownership: 93.35%91.77% (-1.6%)

15% less capital invested

Capital invested by funds: $4.03B → $3.41B (-$618M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.98M
Puts
$4.52M
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$21.9M
3 +$17.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
5
BlackRock
BlackRock
New York
+$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$279K
202
$276K
203
$260K
204
$250K
205
$241K
206
$236K
207
$234K
208
$234K
209
$233K
210
$228K
211
$226K
212
$217K
213
$216K
214
$216K
215
$215K
216
$215K
217
$203K
218
$202K
219
$197K
220
$190K
221
$181K
222
$180K
223
$171K
224
$159K
225
$144K