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Workiva
WK

Overview Fund Activity

310 hedge funds and large institutions have $3.17B invested in Workiva in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-18
Holders Change %
-5.49%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
104
Reduced
126
Closed
54
Calls
$1.53M
Puts
$4.21M
Net Calls
-$2.68M
Net Calls Change
+$4.97M

Top Buyers

1
EC
Eminence Capital
New York
$181M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$88.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$427M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.9M
5
JFG
Jefferies Financial Group
New York
$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$116M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.03M
4
Invesco
Invesco
Georgia
$2.67M
5
Macquarie Group
Macquarie Group
Australia
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$427M +$20M +292,692 +5%
BlackRock
2
BlackRock
New York
$354M -$5.38M -78,660 -1%
EC
3
Eminence Capital
New York
$181M +$123M +1,791,768 +210%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$174M -$20.4M -298,124 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$116M -$71.1M -1,038,532 -38%
RP
6
Riverbridge Partners
Minnesota
$94.2M -$11M -160,583 -10%
State Street
7
State Street
Massachusetts
$90.4M +$827K +12,087 +0.9%
EDRH
8
Edmond de Rothschild Holding
Switzerland
$88.7M +$88.7M +1,295,497 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$82.6M +$278K +4,056 +0.3%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$80.1M -$607K -8,868 -0.8%
First Trust Advisors
11
First Trust Advisors
Illinois
$66M +$251K +3,673 +0.4%
Macquarie Group
12
Macquarie Group
Australia
$65.8M -$36.1M -528,032 -35%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$61.2M -$1.85M -27,435 -3%
MPI
14
Mairs & Power Inc
Minnesota
$51.9M +$1.3M +18,995 +3%
BCM
15
Brown Capital Management
Maryland
$48.1M +$447K +6,528 +0.9%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$44.1M -$10.4M -152,552 -19%
Norges Bank
17
Norges Bank
Norway
$40.2M +$40.2M +587,735 New
NL
18
Nuveen LLC
North Carolina
$39.3M -$3.79M -55,303 -9%
Northern Trust
19
Northern Trust
Illinois
$38.4M -$2.19M -31,979 -5%
UBS Group
20
UBS Group
Switzerland
$37.8M +$6.93M +101,174 +22%
Ameriprise
21
Ameriprise
Minnesota
$34.9M -$261K -3,812 -0.7%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$33.8M -$8.73M -127,524 -21%
TCM
23
TimesSquare Capital Management
New York
$31.5M -$908K -13,265 -3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$31.1M -$6.34M -92,601 -17%
Charles Schwab
25
Charles Schwab
California
$29.8M +$288K +4,209 +1%
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