328 hedge funds and large institutions have $3.54B invested in Workiva in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 47 closing their positions.

Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
66
Increased
120
Reduced
97
Closed
47
Calls
$1.27M
Puts
$8.92M
Net Calls
-$7.65M
Net Calls Change
-$2.06M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$451M 5,942,371 +142,297 +2%
BlackRock
2
BlackRock
New York
$399M 5,251,856 -62,194 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$215M 2,834,723 +686,702 +32%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$207M 2,732,039 -430,764 -14%
RP
5
Riverbridge Partners
Minnesota
$117M 1,536,450 -109,875 -7%
Macquarie Group
6
Macquarie Group
Australia
$113M 1,489,785 -611,011 -29%
State Street
7
State Street
Massachusetts
$99.4M 1,309,232 -7,976 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$91.3M 1,203,052 +57,239 +5%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$89.5M 1,179,179 +14,160 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$72.9M 960,674 +136,455 +17%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$70.3M 935,296 +391,543 +72%
EC
12
Eminence Capital
New York
$64.9M 855,000 +855,000 New
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$60.5M 797,183 -17,399 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$59.2M 780,130 +719,062 +1,177%
MPI
15
Mairs & Power Inc
Minnesota
$56.1M 738,824 +4,794 +0.7%
BCM
16
Brown Capital Management
Maryland
$52.8M 695,479 -76,483 -10%
Artisan Partners
17
Artisan Partners
Wisconsin
$50M 658,523 +73,822 +13%
NL
18
Nuveen LLC
North Carolina
$47.8M 629,106 +629,106 New
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$47.1M 620,704 +151,727 +32%
Invesco
20
Invesco
Georgia
$46.5M 612,138 +136,475 +29%
Northern Trust
21
Northern Trust
Illinois
$45M 592,637 -3,829 -0.6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$41.5M 546,341 -630,056 -54%
Ameriprise
23
Ameriprise
Minnesota
$39M 513,145 -499,449 -49%
Bank of America
24
Bank of America
North Carolina
$36.2M 476,466 +48,937 +11%
TCM
25
TimesSquare Capital Management
New York
$35.9M 472,851 -87,110 -16%