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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$497M 4,889,661 +219,681 +5%
BlackRock
2
BlackRock
New York
$381M 3,746,845 +303,670 +9%
RP
3
Riverbridge Partners
Minnesota
$213M 2,094,779 +83,805 +4%
Macquarie Group
4
Macquarie Group
Australia
$191M 1,882,793 +619,861 +49%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$165M 1,624,550 -40,811 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$165M 1,620,404 -127,389 -7%
Ameriprise
7
Ameriprise
Minnesota
$145M 1,421,524 -130,864 -8%
Brown Advisory
8
Brown Advisory
Maryland
$122M 1,202,419 -146,486 -11%
Artisan Partners
9
Artisan Partners
Wisconsin
$119M 1,171,580 -22,676 -2%
CIP
10
Champlain Investment Partners
Vermont
$117M 1,152,255 -258,435 -18%
State Street
11
State Street
Massachusetts
$108M 1,064,613 +38,107 +4%
BCM
12
Brown Capital Management
Maryland
$101M 992,081 +301,835 +44%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$97.3M 956,666 +85,298 +10%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$93.4M 918,310 -8,965 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$93.2M 916,651 +51,995 +6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$92.7M 911,924 +41,603 +5%
MPI
17
Mairs & Power Inc
Minnesota
$81.9M 806,108 -43,283 -5%
Invesco
18
Invesco
Georgia
$79.1M 778,443 +47,846 +7%
SC
19
Sculptor Capital
New York
$66.7M 656,500 +316,200 +93%
First Trust Advisors
20
First Trust Advisors
Illinois
$64.2M 631,911 +1,287 +0.2%
Renaissance Technologies
21
Renaissance Technologies
New York
$63.3M 623,100 +12,000 +2%
Northern Trust
22
Northern Trust
Illinois
$60.2M 592,235 +29,704 +5%
DDC
23
DF Dent & Co
Maryland
$54.3M 533,699 -151,020 -22%
Norges Bank
24
Norges Bank
Norway
$50M 491,908 +32,925 +7%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$49.3M 484,838 -105,091 -18%
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