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Workiva
WK

Overview Fund Activity

313 hedge funds and large institutions have $5.17B invested in Workiva in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 93 increasing their positions, 114 reducing their positions, and 37 closing their positions.

Holders
313
Holders Change
+22
Holders Change %
+7.56%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
61
Increased
93
Reduced
114
Closed
37
Calls
$3.24M
Puts
$8.84M
Net Calls
-$5.6M
Net Calls Change
-$7.45M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$59.9M
2
Norges Bank
2
Norges Bank
Norway
$59.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$51.4M
4
Invesco
4
Invesco
Georgia
$52.1M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$32.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$346M
2
Brown Advisory
2
Brown Advisory
Maryland
$40.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$9.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$635M 5,800,074 +70,820 +1%
BlackRock
2
BlackRock
New York
$582M 5,314,050 +248,028 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$346M 3,162,803 -621,232 -16%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$235M 2,148,021 +200,220 +10%
Macquarie Group
5
Macquarie Group
Australia
$230M 2,100,796 +10,751 +0.5%
RP
6
Riverbridge Partners
Minnesota
$180M 1,646,325 -105,934 -6%
State Street
7
State Street
Massachusetts
$144M 1,317,208 +124,749 +10%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$129M 1,176,397 -214,831 -15%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$128M 1,165,019 +140,310 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$125M 1,145,813 +987 +0.1%
Ameriprise
11
Ameriprise
Minnesota
$111M 1,012,594 -11,161 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$90.3M 824,219 +24,172 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$89.2M 814,582 +86,207 +12%
BCM
14
Brown Capital Management
Maryland
$84.5M 771,962 -141,764 -16%
MPI
15
Mairs & Power Inc
Minnesota
$80.4M 734,030 -101,056 -12%
Northern Trust
16
Northern Trust
Illinois
$65.3M 596,466 +38,633 +7%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$64.4M 588,428 +1,909 +0.3%
Artisan Partners
18
Artisan Partners
Wisconsin
$64M 584,701 -33,808 -5%
TCM
19
TimesSquare Capital Management
New York
$61.3M 559,961 +92,192 +20%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$59.9M 543,753 +543,753 New
Norges Bank
21
Norges Bank
Norway
$59.7M 544,989 +544,989 New
UBS Group
22
UBS Group
Switzerland
$58.5M 533,804 +87,166 +20%
RIM
23
Ranger Investment Management
Texas
$54.8M 500,163 -1,860 -0.4%
Invesco
24
Invesco
Georgia
$52.1M 475,663 +448,184 +1,631%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$51.4M 468,977 +468,977 New
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