Workiva
288 hedge funds and large institutions have $5.11B invested in Workiva in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 65 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 93
8% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $10.6M
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.54% less ownership
Funds ownership: 93.78% → 92.24% (-1.5%)
7% less capital invested
Capital invested by funds: $5.52B → $5.11B (-$408M)
9% less funds holding
Funds holding: 318 → 288 (-30)
40% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$106M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.2M |
| 3 |
ClearBridge Investments
New York
|
+$54.3M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$40M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$64.7M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$54.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$30.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28M |
| 5 |
WHP
Washington Harbour Partners
Arlington,
Virginia
|
-$23.5M |
WK Hedge Fund Activity: Q1 2022 in Review
288 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2022, worth a combined $5.11B — down 7.4% from $5.52B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of WK and 39 opened new positions — a net loss of 26 holders — while 93 trimmed existing stakes and 120 added.
The largest buyer was Macquarie Group, adding an estimated $106M. The largest seller was Granahan Investment Management, cutting an estimated $64.7M.
- 288 institutional investors held Workiva (WK) as of Q1 2022, down from 318 in Q4 2021.
- Funds reported $5.11B of Workiva stock for Q1 2022, down 7.4% quarter-over-quarter.
- 39 funds opened new Workiva positions in Q1 2022 and 65 closed out, a net change of -26 holders.
- The largest Workiva buyer in Q1 2022 was Macquarie Group, an estimated $106M added.
- The largest Workiva seller in Q1 2022 was Granahan Investment Management, an estimated $64.7M sold.
Based on aggregated 13F filings for Q1 2022.