WK icon

Workiva
WK

Overview Fund Activity

323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
AAMU
2
AEGON Asset Management (UK)
United Kingdom
$36.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.3M
4
BlackRock
4
BlackRock
New York
$411M
5
BCM
5
Brown Capital Management
Maryland
$129M

Top Sellers

1
Invesco
1
Invesco
Georgia
$101M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$267K
3
RI
3
Redwood Investments
Massachusetts
$2.98M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$508M 5,004,409 +51,284 +1%
BlackRock
2
BlackRock
New York
$411M 4,045,157 +271,464 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$247M 2,433,438 +592,150 +32%
Macquarie Group
4
Macquarie Group
Australia
$206M 2,032,154 +8,265 +0.4%
RP
5
Riverbridge Partners
Minnesota
$204M 2,005,276 -46,309 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$159M 1,568,359 +3,836 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$158M 1,553,293 +5,675 +0.4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$145M 1,431,128 +5,685 +0.4%
Artisan Partners
9
Artisan Partners
Wisconsin
$129M 1,275,009 +51,506 +4%
BCM
10
Brown Capital Management
Maryland
$129M 1,271,707 +234,255 +23%
State Street
11
State Street
Massachusetts
$118M 1,166,861 +89,783 +8%
Brown Advisory
12
Brown Advisory
Maryland
$111M 1,093,530 -3,920 -0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$104M 1,022,664 +62,713 +7%
Invesco
14
Invesco
Georgia
$101M 991,203 -185,848 -16%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$96.7M 952,730 +5,440 +0.6%
CIP
16
Champlain Investment Partners
Vermont
$86M 847,169 -44,014 -5%
MPI
17
Mairs & Power Inc
Minnesota
$78M 768,573 -24,692 -3%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$71.2M 701,008 +17,590 +3%
First Trust Advisors
19
First Trust Advisors
Illinois
$63.6M 626,803 +47,256 +8%
Renaissance Technologies
20
Renaissance Technologies
New York
$62.7M 617,600 +73,400 +13%
Northern Trust
21
Northern Trust
Illinois
$60.6M 596,813 +2,468 +0.4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$57.3M 564,504 -71,608 -11%
Norges Bank
23
Norges Bank
Norway
$57M 561,657 +34,193 +6%
Morgan Stanley
24
Morgan Stanley
New York
$53.3M 525,216 +329,184 +168%
DDC
25
DF Dent & Co
Maryland
$50.2M 494,192 -31,764 -6%
1
2 3 4 5