311 hedge funds and large institutions have $4.16B invested in Workiva in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 109 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% less funds holding

Funds holding: 312311 (-1)

6% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 109

Holders
311
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$4.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$541M
2
$376M
3
$321M
4
$137M
5
$133M
6
$128M
7
$116M
8
$113M
9
$111M
10
$109M
11
$105M
12
$103M
13
$90M
14
$88.3M
15
$85.8M
16
$70M
17
$69M
18
$68.1M
19
$67M
20
$65.2M
21
$47.1M
22
$46.7M
23
$45.1M
24
$44.2M
25
$42.8M