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Workiva
WK

324 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.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
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
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$508M +$4.95M +51,284 +1%
BlackRock
2
BlackRock
New York
$411M +$26.2M +271,464 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$247M +$57.1M +592,150 +32%
Macquarie Group
4
Macquarie Group
Australia
$206M +$797K +8,265 +0.4%
RP
5
Riverbridge Partners
Minnesota
$204M -$4.47M -46,309 -2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$159M +$370K +3,836 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$158M +$547K +5,675 +0.4%
JP Morgan Chase
8
JP Morgan Chase
New York
$145M +$548K +5,685 +0.4%
Artisan Partners
9
Artisan Partners
Wisconsin
$129M +$4.97M +51,506 +4%
BCM
10
Brown Capital Management
Maryland
$129M +$22.6M +234,255 +23%
State Street
11
State Street
Massachusetts
$118M +$8.66M +89,783 +8%
Brown Advisory
12
Brown Advisory
Maryland
$111M -$378K -3,920 -0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$104M +$6.05M +62,713 +7%
Invesco
14
Invesco
Georgia
$101M -$17.9M -185,848 -16%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$96.7M +$525K +5,440 +0.6%
CIP
16
Champlain Investment Partners
Vermont
$86M -$4.24M -44,014 -5%
MPI
17
Mairs & Power Inc
Minnesota
$78M -$2.38M -24,692 -3%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$71.2M +$1.7M +17,590 +3%
First Trust Advisors
19
First Trust Advisors
Illinois
$63.6M +$4.56M +47,256 +8%
Renaissance Technologies
20
Renaissance Technologies
New York
$62.7M +$7.08M +73,400 +13%
Northern Trust
21
Northern Trust
Illinois
$60.6M +$238K +2,468 +0.4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$57.3M -$6.91M -71,608 -11%
Norges Bank
23
Norges Bank
Norway
$57M +$3.3M +34,193 +6%
Morgan Stanley
24
Morgan Stanley
New York
$53.3M +$31.7M +329,184 +168%
DDC
25
DF Dent & Co
Maryland
$50.2M -$3.06M -31,764 -6%
1
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WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.