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Workiva
WK

Overview Fund Activity

281 hedge funds and large institutions have $5.86B invested in Workiva in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
51
Increased
97
Reduced
87
Closed
16
Calls
$20.1M
Puts
$13M
Net Calls
+$7.02M
Net Calls Change
-$1.65M

Top Buyers

1
Invesco
1
Invesco
Georgia
$179M
2
BlackRock
2
BlackRock
New York
$475M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$135M
4
TCM
4
TimesSquare Capital Management
New York
$67.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M
2
Brown Advisory
2
Brown Advisory
Maryland
$287M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$126M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M
5
CIP
5
Champlain Investment Partners
Vermont
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$577M 4,092,194 -176,508 -4%
BlackRock
2
BlackRock
New York
$475M 3,373,078 +555,960 +20%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$306M 2,169,615 -37,186 -2%
Brown Advisory
4
Brown Advisory
Maryland
$287M 2,038,416 -465,152 -19%
RP
5
Riverbridge Partners
Minnesota
$225M 1,599,586 -4,616 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$215M 1,526,796 -505,240 -25%
Invesco
7
Invesco
Georgia
$179M 1,270,783 +1,174,169 +1,215%
GIM
8
Granahan Investment Management
Massachusetts
$176M 1,249,671 -91,671 -7%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$160M 1,138,057 -16,237 -1%
Ameriprise
10
Ameriprise
Minnesota
$155M 1,101,946 +327,679 +42%
PIMC
11
Praesidium Investment Management Company
New York
$153M 1,088,397 -15,797 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$135M 959,842 +502,378 +110%
CIP
13
Champlain Investment Partners
Vermont
$133M 944,725 -143,170 -13%
Renaissance Technologies
14
Renaissance Technologies
New York
$126M 890,400 -267,000 -23%
State Street
15
State Street
Massachusetts
$124M 882,253 +13,470 +2%
CCA
16
Conestoga Capital Advisors
Pennsylvania
$104M 738,688 +11,218 +2%
Wells Fargo
17
Wells Fargo
California
$100M 709,163 +317,775 +81%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$97.3M 690,072 +2,137 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$97M 688,349 +407,600 +145%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$87.2M 618,862 -16,308 -3%
Northern Trust
21
Northern Trust
Illinois
$84.9M 601,983 -7,512 -1%
Artisan Partners
22
Artisan Partners
Wisconsin
$81.7M 579,463 +253,312 +78%
RIM
23
Ranger Investment Management
Texas
$76.4M 542,243 -139,986 -21%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$73.5M 521,397 +97,529 +23%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$71.9M 516,879 -59,547 -10%
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