300 hedge funds and large institutions have $3.42B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 110 reducing their positions, and 41 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:

1.58% less ownership

Funds ownership: 93.36%91.78% (-1.6%)

15% less capital invested

Capital invested by funds: $4.03B → $3.42B (-$619M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
300
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 +$26.6M
2 +$23.6M
3 +$18.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.4M
5
BlackRock
BlackRock
New York
+$9.01M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$284K
202
$279K
203
$276K
204
$260K
205
$250K
206
$241K
207
$236K
208
$234K
209
$234K
210
$233K
211
$228K
212
$226K
213
$217K
214
$216K
215
$216K
216
$215K
217
$215K
218
$203K
219
$202K
220
$197K
221
$190K
222
$181K
223
$180K
224
$171K
225
$159K