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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$137M
2
RP
2
Riverbridge Partners
Minnesota
$174M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.6M
5
CIP
5
Champlain Investment Partners
Vermont
$122M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M 4,328,052 +33,593 +0.8%
BlackRock
2
BlackRock
New York
$278M 3,572,540 -50,423 -1%
RP
3
Riverbridge Partners
Minnesota
$174M 2,237,245 +588,095 +36%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$137M 1,758,611 +1,758,611 New
Brown Advisory
5
Brown Advisory
Maryland
$129M 1,658,915 +63,109 +4%
CIP
6
Champlain Investment Partners
Vermont
$122M 1,569,480 +159,310 +11%
Ameriprise
7
Ameriprise
Minnesota
$114M 1,465,478 -519,800 -26%
Artisan Partners
8
Artisan Partners
Wisconsin
$102M 1,310,501 +133,586 +11%
PIMC
9
Praesidium Investment Management Company
New York
$89M 1,143,886 +31,410 +3%
Macquarie Group
10
Macquarie Group
Australia
$83M 1,066,071 +24,900 +2%
First Trust Advisors
11
First Trust Advisors
Illinois
$75.7M 973,530 +12,647 +1%
State Street
12
State Street
Massachusetts
$75.4M 969,428 +25,637 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$70.6M 906,889 +246,658 +37%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$69.6M 894,720 -2,127,337 -70%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$66.6M 856,671 -122,570 -13%
DDC
16
DF Dent & Co
Maryland
$62.6M 804,432 -27,460 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$62.2M 799,381 -3,676 -0.5%
MPI
18
Mairs & Power Inc
Minnesota
$62M 796,742 +89,136 +13%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$60.5M 777,965 +133,051 +21%
Invesco
20
Invesco
Georgia
$56.6M 727,986 -256,873 -26%
ClearBridge Investments
21
ClearBridge Investments
New York
$56.4M 724,654 +3,094 +0.4%
Renaissance Technologies
22
Renaissance Technologies
New York
$53M 680,900 -241,800 -26%
GIM
23
Granahan Investment Management
Massachusetts
$46.2M 593,882 +88,476 +18%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$45.3M 582,055 +416,826 +252%
Northern Trust
25
Northern Trust
Illinois
$44.5M 572,346 -7,044 -1%
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