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Workiva
WK

178 hedge funds and large institutions have $1.68B invested in Workiva in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

79% more capital invested

Capital invested by funds: $935M → $1.68B (+$742M)

76% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $2.41M

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

27% more funds holding

Funds holding: 140 → 178 (+38)

5.75% more ownership

Funds ownership: 75.47% → 81.22% (+5.7%)

Holders
178
Holders Change
+38
Holders Change %
+27.14%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
53
Increased
66
Reduced
41
Closed
15
Calls
$4.24M
Puts
$2.41M
Net Calls
+$1.83M
Net Calls Change
+$1.99M

Top Buyers

1
PIMC
Praesidium Investment Management Company
New York
+$26.3M
2
CIP
Champlain Investment Partners
Vermont
+$24.4M
3
Artisan Partners
Artisan Partners
Wisconsin
+$22.4M
4
RP
Riverbridge Partners
Minnesota
+$19.9M
5
GIM
Granahan Investment Management
Massachusetts
+$18M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$54.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.8M
3
HRCM
Hawk Ridge Capital Management
California
-$17.5M
4
Millennium Management
Millennium Management
New York
-$14.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$215M +$49.7K +1,214 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$157M -$17.8M -435,316 -13%
BlackRock
3
BlackRock
New York
$150M +$5.99M +146,210 +5%
Brown Advisory
4
Brown Advisory
Maryland
$119M +$1.81M +44,233 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$79.6M -$422K -10,300 -0.7%
RP
6
Riverbridge Partners
Minnesota
$76.8M +$19.9M +484,624 +51%
State Street
7
State Street
Massachusetts
$43.8M +$2.21M +53,947 +7%
RIM
8
Ranger Investment Management
Texas
$43M +$352K +8,595 +1%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$37.3M +$6.36M +155,080 +29%
First Trust Advisors
10
First Trust Advisors
Illinois
$37M +$11.8M +288,206 +72%
PIMC
11
Praesidium Investment Management Company
New York
$34.4M +$26.3M +642,193 New
Norges Bank
12
Norges Bank
Norway
$34.2M -$820K -20,000 -3%
Northern Trust
13
Northern Trust
Illinois
$33.9M +$1.4M +34,076 +6%
CIP
14
Champlain Investment Partners
Vermont
$31.9M +$24.4M +596,085 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$30.4M +$1.88M +45,829 +9%
SAM
16
Silvercrest Asset Management
New York
$30M +$3.59M +87,680 +19%
Artisan Partners
17
Artisan Partners
Wisconsin
$29.2M +$22.4M +545,734 New
MPI
18
Mairs & Power Inc
Minnesota
$27.9M +$11.9M +291,350 +127%
N
19
Nuveen
North Carolina
$24.2M +$2.04M +49,701 +12%
GIM
20
Granahan Investment Management
Massachusetts
$23.5M +$18M +438,813 New
RI
21
Redwood Investments
Massachusetts
$22.1M +$3.95M +96,454 +30%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$21.1M +$36K +878 +0.2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$20.2M -$54.1M -1,320,472 -78%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$18.9M +$14.4M +352,570 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$17.2M +$5.61M +136,834 +74%
1
2 3 4 5

WK Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2020, worth a combined $1.68B — up 79% from $935M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 15 closed out — a net gain of 38 holders — while 66 added to existing stakes and 41 trimmed.

The largest buyer was Praesidium Investment Management Company, opening a new position worth an estimated $26.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.1M.

  • 178 institutional investors held Workiva (WK) as of Q2 2020, up from 140 in Q1 2020.
  • Funds reported $1.68B of Workiva stock for Q2 2020, up 79% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q2 2020 and 15 closed out, a net change of +38 holders.
  • The largest Workiva buyer in Q2 2020 was Praesidium Investment Management Company, an estimated $26.3M added.
  • The largest Workiva seller in Q2 2020 was T. Rowe Price Associates, an estimated $54.1M sold.

Based on aggregated 13F filings for Q2 2020.