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250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $857K

60% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 67

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

32% more capital invested

Capital invested by funds: $3.26B → $4.32B (+$1.06B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 238250 (+12)

3.23% more ownership

Funds ownership: 88.85%92.08% (+3.2%)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$475M +$11.8M +121,366 +3%
BlackRock
2
BlackRock
New York
$314M -$12.5M -128,954 -4%
Brown Advisory
3
Brown Advisory
Maryland
$279M +$11.6M +119,807 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$246M +$28.4M +292,834 +15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$226M +$32.3M +332,196 +20%
RP
6
Riverbridge Partners
Minnesota
$179M +$7.03M +72,386 +5%
GIM
7
Granahan Investment Management
Massachusetts
$149M -$6.43M -66,196 -5%
Renaissance Technologies
8
Renaissance Technologies
New York
$129M -$18.9M -194,300 -14%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$129M -$1.88M -19,360 -2%
PIMC
10
Praesidium Investment Management Company
New York
$123M +$6.33M +65,174 +6%
CIP
11
Champlain Investment Partners
Vermont
$121M +$13M +133,695 +14%
State Street
12
State Street
Massachusetts
$96.7M +$8.94M +92,066 +12%
Ameriprise
13
Ameriprise
Minnesota
$86.2M +$4.07M +41,956 +6%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$81M +$19.6M +201,795 +38%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$76.6M +$3.96M +40,802 +6%
RIM
16
Ranger Investment Management
Texas
$76M -$1.5M -15,419 -2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$70.7M +$4.97M +51,188 +9%
Northern Trust
18
Northern Trust
Illinois
$67.9M +$257K +2,644 +0.4%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$64.2M +$5.84M +60,116 +12%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$54.4M -$11M -112,935 -19%
WHP
21
Washington Harbour Partners
Virginia
$52.4M +$4.87M +50,148 +12%
First Trust Advisors
22
First Trust Advisors
Illinois
$50.9M -$1.27M -13,064 -3%
MPI
23
Mairs & Power Inc
Minnesota
$50.6M +$2.18M +22,490 +5%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$47.2M +$874K +9,000 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$47M +$645K +6,642 +2%