Workiva
310 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, 105 reducing their positions, and 17 closing their positions.
400% more call options, than puts
Call options by funds: $23.5M | Put options by funds: $4.71M
265% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 17
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more capital inflows, than outflows
Capital inflows: $335M | Capital outflows: $291M
14% more funds holding
Funds holding: 271 → 310 (+39)
0.29% less ownership
Funds ownership: 91.69% → 91.4% (-0.29%)
5% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$37.9M |
| 2 |
Sculptor Capital
New York
|
+$30.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.8M |
| 4 |
Woodline Partners
San Francisco,
California
|
+$27.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIMC
Praesidium Investment Management Company
New York
|
-$35.8M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$32.3M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$29M |
| 4 |
ClearBridge Investments
New York
|
-$23.5M |
| 5 |
Riverbridge Partners
Minneapolis,
Minnesota
|
-$15.1M |
WK Hedge Fund Activity: Q1 2023 in Review
310 of the 6,287 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2023, worth a combined $4.61B — up 23% from $3.75B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new WK positions and 17 closed out — a net gain of 45 holders — while 100 added to existing stakes and 105 trimmed.
The largest buyer was Brown Capital Management, adding an estimated $37.9M. The largest seller was Praesidium Investment Management Company, cutting an estimated $35.8M.
- 310 institutional investors held Workiva (WK) as of Q1 2023, up from 271 in Q4 2022.
- Funds reported $4.61B of Workiva stock for Q1 2023, up 23% quarter-over-quarter.
- 62 funds opened new Workiva positions in Q1 2023 and 17 closed out, a net change of +45 holders.
- The largest Workiva buyer in Q1 2023 was Brown Capital Management, an estimated $37.9M added.
- The largest Workiva seller in Q1 2023 was Praesidium Investment Management Company, an estimated $35.8M sold.
Based on aggregated 13F filings for Q1 2023.