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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$502M 4,953,125 +63,464 +1%
BlackRock
2
BlackRock
New York
$382M 3,773,693 +26,848 +0.7%
RP
3
Riverbridge Partners
Minnesota
$208M 2,051,585 -43,194 -2%
Macquarie Group
4
Macquarie Group
Australia
$205M 2,023,889 +141,096 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$187M 1,841,288 +220,884 +14%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$159M 1,564,523 -60,027 -4%
Ameriprise
7
Ameriprise
Minnesota
$157M 1,547,618 +126,094 +9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$144M 1,425,443 +468,777 +49%
Artisan Partners
9
Artisan Partners
Wisconsin
$124M 1,223,503 +51,923 +4%
Invesco
10
Invesco
Georgia
$119M 1,177,051 +398,608 +51%
Brown Advisory
11
Brown Advisory
Maryland
$111M 1,097,450 -104,969 -9%
State Street
12
State Street
Massachusetts
$109M 1,077,078 +12,465 +1%
BCM
13
Brown Capital Management
Maryland
$105M 1,037,452 +45,371 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$97.3M 959,951 +43,300 +5%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$96M 947,290 +28,980 +3%
CIP
16
Champlain Investment Partners
Vermont
$90.3M 891,183 -261,072 -23%
MPI
17
Mairs & Power Inc
Minnesota
$80.4M 793,265 -12,843 -2%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$69.3M 683,418 +419,640 +159%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$64.5M 636,112 -275,812 -30%
Northern Trust
20
Northern Trust
Illinois
$60.2M 594,345 +2,110 +0.4%
First Trust Advisors
21
First Trust Advisors
Illinois
$58.7M 579,547 -52,364 -8%
Renaissance Technologies
22
Renaissance Technologies
New York
$55.1M 544,200 -78,900 -13%
Norges Bank
23
Norges Bank
Norway
$53.5M 527,464 +35,556 +7%
DDC
24
DF Dent & Co
Maryland
$53.3M 525,956 -7,743 -1%
GIM
25
Granahan Investment Management
Massachusetts
$44.2M 435,701 -18,133 -4%
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