WK icon

Workiva
WK

Overview Fund Activity

238 hedge funds and large institutions have $3.26B invested in Workiva in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 19 closing their positions.

Holders
238
Holders Change
+22
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
84
Reduced
84
Closed
19
Calls
$6.35M
Puts
$2.6M
Net Calls
+$3.74M
Net Calls Change
-$10.4M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$64.6M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$46.4M
5
DDC
5
DF Dent & Co
Maryland
$28M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$150M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$658K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$366M 4,147,336 +262,756 +7%
BlackRock
2
BlackRock
New York
$260M 2,946,072 +55,464 +2%
Brown Advisory
3
Brown Advisory
Maryland
$210M 2,383,761 -26,275 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$169M 1,913,967 +736,473 +63%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$150M 1,699,840 -839,663 -33%
RP
6
Riverbridge Partners
Minnesota
$135M 1,531,816 -50,443 -3%
GIM
7
Granahan Investment Management
Massachusetts
$124M 1,407,538 +71,164 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$119M 1,351,700 -28,900 -2%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$104M 1,173,654 +1,173,654 New
PIMC
10
Praesidium Investment Management Company
New York
$91.7M 1,039,020 +5,728 +0.6%
CIP
11
Champlain Investment Partners
Vermont
$84.2M 954,200 +240,980 +34%
State Street
12
State Street
Massachusetts
$68.6M 776,717 -20,596 -3%
Ameriprise
13
Ameriprise
Minnesota
$64.6M 732,311 +685,326 +1,459%
RIM
14
Ranger Investment Management
Texas
$61.6M 697,648 -73,056 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$57.1M 647,133 +3,520 +0.5%
Northern Trust
16
Northern Trust
Illinois
$53.6M 606,851 -11,582 -2%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$53.1M 601,302 -141,140 -19%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$51.5M 583,982 -39,866 -6%
CCA
19
Conestoga Capital Advisors
Pennsylvania
$46.4M 525,675 +525,675 New
Aberdeen Group
20
Aberdeen Group
United Kingdom
$45.6M 516,310 +126,387 +32%
Norges Bank
21
Norges Bank
Norway
$43.5M 492,465 -106,134 -18%
First Trust Advisors
22
First Trust Advisors
Illinois
$41.5M 470,528 -101,546 -18%
MPI
23
Mairs & Power Inc
Minnesota
$38.2M 432,260 -13,542 -3%
WHP
24
Washington Harbour Partners
Virginia
$37.1M 420,711 +201,709 +92%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$36.7M 415,931 -129,364 -24%
1
2 3 4 5