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318 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

13% more funds holding

Funds holding: 281318 (+37)

2.96% less ownership

Funds ownership: 96.74%93.78% (-3%)

6% less capital invested

Capital invested by funds: $5.86B → $5.52B (-$342M)

27% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $17.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
318
Holders Change
+37
Holders Change %
+13.17%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
68
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M +$10.5M +74,657 +2%
BlackRock
2
BlackRock
New York
$462M +$24.1M +170,865 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$276M -$7.43M -52,658 -2%
Brown Advisory
4
Brown Advisory
Maryland
$226M -$43.7M -309,784 -15%
RP
5
Riverbridge Partners
Minnesota
$198M -$12M -85,052 -5%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$191M +$46.4M +328,993 +29%
Invesco
7
Invesco
Georgia
$175M +$9.86M +69,927 +6%
Ameriprise
8
Ameriprise
Minnesota
$168M +$26.6M +188,315 +17%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$156M -$46.5M -329,906 -22%
PIMC
10
Praesidium Investment Management Company
New York
$153M +$11.5M +81,382 +7%
Artisan Partners
11
Artisan Partners
Wisconsin
$139M +$68.2M +483,680 +83%
GIM
12
Granahan Investment Management
Massachusetts
$126M -$40M -283,599 -23%
CIP
13
Champlain Investment Partners
Vermont
$122M -$1.73M -12,250 -1%
First Trust Advisors
14
First Trust Advisors
Illinois
$121M -$5.06M -35,847 -4%
State Street
15
State Street
Massachusetts
$120M +$5.05M +35,815 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$108M -$8.84M -62,700 -7%
CCA
17
Conestoga Capital Advisors
Pennsylvania
$97.1M +$750K +5,315 +0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$96.6M +$7.04M +49,899 +7%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$93.2M +$101M +713,882 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$83.2M +$2.63M +18,664 +3%
TCM
21
TimesSquare Capital Management
New York
$77.9M +$16.6M +117,901 +25%
Northern Trust
22
Northern Trust
Illinois
$76.2M -$2.56M -18,179 -3%
Goldman Sachs
23
Goldman Sachs
New York
$67.1M -$24.5M -173,815 -25%
RIM
24
Ranger Investment Management
Texas
$66M -$5.11M -36,242 -7%
DDC
25
DF Dent & Co
Maryland
$65.8M +$17M +120,458 +31%