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Workiva
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Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$440M 5,185,929 +181,520 +4%
BlackRock
2
BlackRock
New York
$350M 4,125,542 +80,385 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$282M 3,326,865 +893,427 +37%
Macquarie Group
4
Macquarie Group
Australia
$173M 2,042,159 +10,005 +0.5%
RP
5
Riverbridge Partners
Minnesota
$165M 1,947,638 -57,638 -3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$144M 1,702,889 +134,530 +9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$140M 1,649,142 +218,014 +15%
Ameriprise
8
Ameriprise
Minnesota
$126M 1,481,295 -71,998 -5%
CIP
9
Champlain Investment Partners
Vermont
$114M 1,340,114 +492,945 +58%
State Street
10
State Street
Massachusetts
$101M 1,191,857 +24,996 +2%
Artisan Partners
11
Artisan Partners
Wisconsin
$98.9M 1,165,815 -109,194 -9%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$98M 1,156,215 +203,485 +21%
Brown Advisory
13
Brown Advisory
Maryland
$92.5M 1,090,360 -3,170 -0.3%
BCM
14
Brown Capital Management
Maryland
$89.4M 1,054,680 -217,027 -17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$89.1M 1,050,942 +28,278 +3%
First Trust Advisors
16
First Trust Advisors
Illinois
$65M 766,217 +139,414 +22%
MPI
17
Mairs & Power Inc
Minnesota
$64.2M 757,234 -11,339 -1%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$58.3M 687,126 -13,882 -2%
DDC
19
DF Dent & Co
Maryland
$55.6M 656,094 +161,902 +33%
Renaissance Technologies
20
Renaissance Technologies
New York
$51.8M 610,900 -6,700 -1%
Northern Trust
21
Northern Trust
Illinois
$50M 589,784 -7,029 -1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$47.9M 564,792 +288 +0.1%
Norges Bank
23
Norges Bank
Norway
$41.7M 492,073 -69,584 -12%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$36.6M 431,029 -11,655 -3%
UBS Group
25
UBS Group
Switzerland
$34.8M 410,782 +69,530 +20%
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