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Workiva
WK

Overview Fund Activity

287 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.

Holders
287
Holders Change
-30
Holders Change %
-9.46%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
120
Reduced
93
Closed
65
Calls
$11.4M
Puts
$10.6M
Net Calls
+$831K
Net Calls Change
+$5.52M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$229M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$57.9M
3
RP
3
Riverbridge Partners
Minnesota
$221M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$168M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$290M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$44.9M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$115M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$889K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$111M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$509M 4,316,544 +149,693 +4%
BlackRock
2
BlackRock
New York
$424M 3,589,122 +45,179 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$290M 2,457,557 +340,600 +16%
Ameriprise
4
Ameriprise
Minnesota
$229M 1,942,944 +652,683 +51%
RP
5
Riverbridge Partners
Minnesota
$221M 1,876,827 +362,293 +24%
Brown Advisory
6
Brown Advisory
Maryland
$216M 1,828,026 +99,394 +6%
Artisan Partners
7
Artisan Partners
Wisconsin
$168M 1,421,829 +358,686 +34%
PIMC
8
Praesidium Investment Management Company
New York
$150M 1,272,451 +102,672 +9%
Invesco
9
Invesco
Georgia
$142M 1,204,478 -136,232 -10%
CIP
10
Champlain Investment Partners
Vermont
$130M 1,099,795 +167,320 +18%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$115M 977,690 +233,687 +31%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$115M 977,078 -489,972 -33%
State Street
13
State Street
Massachusetts
$112M 950,308 +32,240 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$111M 943,287 -253,603 -21%
First Trust Advisors
15
First Trust Advisors
Illinois
$111M 941,774 +17,779 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$108M 917,700 +90,000 +11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$88.5M 749,656 +9,685 +1%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$87.3M 739,614 +25,732 +4%
DDC
19
DF Dent & Co
Maryland
$85M 720,021 +215,876 +43%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$76.6M 649,133 +11,607 +2%
Northern Trust
21
Northern Trust
Illinois
$66M 559,266 -24,538 -4%
TCM
22
TimesSquare Capital Management
New York
$62.4M 528,869 -68,267 -11%
RIM
23
Ranger Investment Management
Texas
$61.3M 519,629 +13,628 +3%
ClearBridge Investments
24
ClearBridge Investments
New York
$57.9M 490,853 +490,853 New
MPI
25
Mairs & Power Inc
Minnesota
$56.6M 479,531 +80,100 +20%
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