Workiva
303 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 121 reducing their positions, and 54 closing their positions.
8% more call options, than puts
Call options by funds: $7.88M | Put options by funds: $7.28M
0.96% less ownership
Funds ownership: 94.32% → 93.36% (-0.96%)
7% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 121
6% less funds holding
Funds holding: 324 → 303 (-21)
16% less capital invested
Capital invested by funds: $4.81B → $4.03B (-$773M)
35% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 54
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.5M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$44.4M |
| 3 |
JP Morgan Chase
New York
|
+$19.6M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$18.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$86.9M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$19.5M |
| 3 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$18.2M |
| 4 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$15.3M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$11.4M |
WK Hedge Fund Activity: Q1 2024 in Review
303 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2024, worth a combined $4.03B — down 16% from $4.81B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of WK and 35 opened new positions — a net loss of 19 holders — while 121 trimmed existing stakes and 112 added.
The largest buyer was Fidelity Investments, adding an estimated $80.5M. The largest seller was Invesco, cutting an estimated $86.9M.
- 303 institutional investors held Workiva (WK) as of Q1 2024, down from 324 in Q4 2023.
- Funds reported $4.03B of Workiva stock for Q1 2024, down 16% quarter-over-quarter.
- 35 funds opened new Workiva positions in Q1 2024 and 54 closed out, a net change of -19 holders.
- The largest Workiva buyer in Q1 2024 was Fidelity Investments, an estimated $80.5M added.
- The largest Workiva seller in Q1 2024 was Invesco, an estimated $86.9M sold.
Based on aggregated 13F filings for Q1 2024.