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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$385M 4,583,549 +255,497 +6%
BlackRock
2
BlackRock
New York
$292M 3,471,554 -100,986 -3%
RP
3
Riverbridge Partners
Minnesota
$183M 2,178,057 -59,188 -3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$167M 1,985,617 +227,006 +13%
Brown Advisory
5
Brown Advisory
Maryland
$143M 1,705,027 +46,112 +3%
Ameriprise
6
Ameriprise
Minnesota
$129M 1,541,347 +75,869 +5%
CIP
7
Champlain Investment Partners
Vermont
$128M 1,522,935 -46,545 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$118M 1,408,366 +501,477 +55%
Artisan Partners
9
Artisan Partners
Wisconsin
$105M 1,254,298 -56,203 -4%
Macquarie Group
10
Macquarie Group
Australia
$92.3M 1,098,994 +32,923 +3%
PIMC
11
Praesidium Investment Management Company
New York
$87.7M 1,044,476 -99,410 -9%
State Street
12
State Street
Massachusetts
$82.3M 979,917 +10,489 +1%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$77.2M 919,891 +63,220 +7%
MPI
14
Mairs & Power Inc
Minnesota
$71.5M 852,020 +55,278 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$69.6M 828,833 +29,452 +4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$69.3M 825,079 +243,024 +42%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$67.5M 803,483 +25,518 +3%
DDC
18
DF Dent & Co
Maryland
$66.2M 788,453 -15,979 -2%
Invesco
19
Invesco
Georgia
$61.3M 729,950 +1,964 +0.3%
ClearBridge Investments
20
ClearBridge Investments
New York
$60.6M 721,401 -3,253 -0.4%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$59.8M 712,100 -182,620 -20%
First Trust Advisors
22
First Trust Advisors
Illinois
$59.7M 710,695 -262,835 -27%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$53.6M 637,760 +169,057 +36%
Renaissance Technologies
24
Renaissance Technologies
New York
$50M 596,000 -84,900 -12%
Northern Trust
25
Northern Trust
Illinois
$48.1M 572,602 +256 +0%
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