Workiva
329 hedge funds and large institutions have $3.59B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 46 closing their positions.
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
28% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 97
4% more funds holding
Funds holding: 315 → 329 (+14)
1.11% less ownership
Funds ownership: 91.58% → 90.47% (-1.1%)
31% less capital invested
Capital invested by funds: $5.17B → $3.59B (-$1.58B)
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
86% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $8.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$80.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$67.9M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$64.9M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$37M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$59.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$57.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$48.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$47.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.7M |
WK Hedge Fund Activity: Q1 2025 in Review
329 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2025, worth a combined $3.59B — down 31% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new WK positions and 46 closed out — a net gain of 17 holders — while 124 added to existing stakes and 97 trimmed.
The largest buyer was Eminence Capital, opening a new position worth an estimated $80.7M. The largest seller was JP Morgan Chase, cutting an estimated $59.5M.
- 329 institutional investors held Workiva (WK) as of Q1 2025, up from 315 in Q4 2024.
- Funds reported $3.59B of Workiva stock for Q1 2025, down 31% quarter-over-quarter.
- 63 funds opened new Workiva positions in Q1 2025 and 46 closed out, a net change of +17 holders.
- The largest Workiva buyer in Q1 2025 was Eminence Capital, an estimated $80.7M added.
- The largest Workiva seller in Q1 2025 was JP Morgan Chase, an estimated $59.5M sold.
Based on aggregated 13F filings for Q1 2025.