WK icon

Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$70.7M
2
SC
2
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M
4
WP
4
Woodline Partners
California
$32.1M
5
Macquarie Group
5
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
1
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
2
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$47.3M
5
RP
5
Riverbridge Partners
Minnesota
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$478M 4,669,980 +86,431 +2%
BlackRock
2
BlackRock
New York
$353M 3,443,175 -28,379 -0.8%
RP
3
Riverbridge Partners
Minnesota
$206M 2,010,974 -167,083 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$179M 1,747,793 +339,427 +24%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$171M 1,665,361 -320,256 -16%
Ameriprise
6
Ameriprise
Minnesota
$159M 1,552,388 +11,041 +0.7%
CIP
7
Champlain Investment Partners
Vermont
$144M 1,410,690 -112,245 -7%
Brown Advisory
8
Brown Advisory
Maryland
$138M 1,348,905 -356,122 -21%
Macquarie Group
9
Macquarie Group
Australia
$129M 1,262,932 +163,938 +15%
Artisan Partners
10
Artisan Partners
Wisconsin
$122M 1,194,256 -60,042 -5%
State Street
11
State Street
Massachusetts
$105M 1,026,506 +46,589 +5%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$95M 927,275 +7,384 +0.8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$89.2M 871,368 +46,289 +6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$89.1M 870,321 +66,838 +8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$88.5M 864,656 +35,823 +4%
MPI
16
Mairs & Power Inc
Minnesota
$87M 849,391 -2,629 -0.3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$86M 840,187 +128,087 +18%
Invesco
18
Invesco
Georgia
$74.8M 730,597 +647 +0.1%
BCM
19
Brown Capital Management
Maryland
$70.7M 690,246 +417,844 +153%
DDC
20
DF Dent & Co
Maryland
$70.1M 684,719 -103,734 -13%
PIMC
21
Praesidium Investment Management Company
New York
$66.5M 649,003 -395,473 -38%
First Trust Advisors
22
First Trust Advisors
Illinois
$64.6M 630,624 -80,071 -11%
Renaissance Technologies
23
Renaissance Technologies
New York
$62.6M 611,100 +15,100 +3%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$60.4M 589,929 -47,831 -7%
Northern Trust
25
Northern Trust
Illinois
$57.6M 562,531 -10,071 -2%
1
2 3 4 5