Workiva
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, 74 reducing their positions, and 32 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
49% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 74
45% more call options, than puts
Call options by funds: $5.05M | Put options by funds: $3.49M
44% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 32
17% more capital invested
Capital invested by funds: $2.92B → $3.41B (+$486M)
4% more funds holding
Funds holding: 251 → 261 (+10)
1.4% less ownership
Funds ownership: 91.74% → 90.34% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$40.2M |
| 2 |
JP Morgan Chase
New York
|
+$28.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.8M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$145M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$53M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$17.5M |
| 5 |
Goldman Sachs
New York
|
-$16.8M |
WK Hedge Fund Activity: Q3 2022 in Review
261 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2022, worth a combined $3.41B — up 17% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WK positions and 32 closed out — a net gain of 14 holders — while 110 added to existing stakes and 74 trimmed.
The largest buyer was Riverbridge Partners, adding an estimated $40.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $145M.
- 261 institutional investors held Workiva (WK) as of Q3 2022, up from 251 in Q2 2022.
- Funds reported $3.41B of Workiva stock for Q3 2022, up 17% quarter-over-quarter.
- 46 funds opened new Workiva positions in Q3 2022 and 32 closed out, a net change of +14 holders.
- The largest Workiva buyer in Q3 2022 was Riverbridge Partners, an estimated $40.2M added.
- The largest Workiva seller in Q3 2022 was T. Rowe Price Associates, an estimated $145M sold.
Based on aggregated 13F filings for Q3 2022.