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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$18.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$260M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$389M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M 5,330,785 +144,856 +3%
BlackRock
2
BlackRock
New York
$309M 4,240,063 +114,521 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M 3,564,565 +237,700 +7%
Macquarie Group
4
Macquarie Group
Australia
$154M 2,108,743 +66,584 +3%
RP
5
Riverbridge Partners
Minnesota
$134M 1,829,712 -117,926 -6%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$129M 1,772,608 +69,719 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$118M 1,614,313 -34,829 -2%
Ameriprise
8
Ameriprise
Minnesota
$92.3M 1,264,915 -216,380 -15%
State Street
9
State Street
Massachusetts
$87M 1,191,442 -415 -0%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$86.7M 1,188,445 +32,230 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$81M 1,109,797 +58,855 +6%
CIP
12
Champlain Investment Partners
Vermont
$80.3M 1,100,774 -239,340 -18%
BCM
13
Brown Capital Management
Maryland
$74.6M 1,022,339 -32,341 -3%
Brown Advisory
14
Brown Advisory
Maryland
$74.5M 1,020,678 -69,682 -6%
First Trust Advisors
15
First Trust Advisors
Illinois
$59.8M 818,642 +52,425 +7%
Artisan Partners
16
Artisan Partners
Wisconsin
$57.9M 793,289 -372,526 -32%
MPI
17
Mairs & Power Inc
Minnesota
$57.2M 783,410 +26,176 +3%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$46.8M 641,629 -45,497 -7%
Northern Trust
19
Northern Trust
Illinois
$41.7M 571,644 -18,140 -3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$40.8M 558,618 -6,174 -1%
Renaissance Technologies
21
Renaissance Technologies
New York
$38M 520,100 -90,800 -15%
Norges Bank
22
Norges Bank
Norway
$33.4M 457,981 -34,092 -7%
TCM
23
TimesSquare Capital Management
New York
$32.7M 448,674 +51,642 +13%
UBS Group
24
UBS Group
Switzerland
$31.5M 431,392 +20,610 +5%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$31.1M 426,672 +25,010 +6%
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