We are live on ! Find out more
WK icon

Workiva
WK

348 hedge funds and large institutions have $4.32B invested in Workiva in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 113 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 32

82% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $2.15M

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

11% more funds holding

Funds holding: 313 → 348 (+35)

2.47% more ownership

Funds ownership: 93.16% → 95.63% (+2.5%)

4% more capital invested

Capital invested by funds: $4.16B → $4.32B (+$159M)

1% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 112

Holders
348
Holders Change
+35
Holders Change %
+11.18%
% of All Funds
4.23%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
75
Increased
113
Reduced
112
Closed
32
Calls
$3.91M
Puts
$2.15M
Net Calls
+$1.76M
Net Calls Change
-$4.9M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$126M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$65.1M
3
Barclays
Barclays
United Kingdom
+$43.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$32.7M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$29.7M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$133M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$66.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$50.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$39.3M
5
RAM
Readystate Asset Management
Illinois
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$540M -$1.98M -22,316 -0.4%
BlackRock
2
BlackRock
New York
$383M +$6.83M +77,165 +2%
EC
3
Eminence Capital
New York
$320M -$1.54M -17,394 -0.5%
UBS Group
4
UBS Group
Switzerland
$190M +$126M +1,426,674 +183%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$120M +$14.6M +165,046 +13%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$111M -$6.86M -77,478 -6%
Morgan Stanley
7
Morgan Stanley
New York
$109M +$19.5M +220,159 +21%
State Street
8
State Street
Massachusetts
$107M -$6.31M -71,312 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$103M -$449K -5,074 -0.4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$101M +$12.8M +144,500 +14%
RP
11
Riverbridge Partners
Minnesota
$99.5M -$12.2M -137,443 -11%
CCA
12
Conestoga Capital Advisors
Pennsylvania
$93.4M +$7.71M +87,056 +9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$90.4M -$39.3M -443,530 -30%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$81.2M -$28.4M -321,206 -25%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$77.1M +$8.13M +91,808 +11%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$72.6M -$66.6M -752,416 -47%
First Trust Advisors
17
First Trust Advisors
Illinois
$63.9M -$6.33M -71,467 -9%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$63.8M +$65.1M +735,186 +14,955%
NAMI
19
Nomura Asset Management International
Pennsylvania
$63.5M +$65.2M +736,799 New
MPI
20
Mairs & Power Inc
Minnesota
$62.8M -$2.57M -29,069 -4%
Norges Bank
21
Norges Bank
Norway
$53.4M +$54.8M +618,845 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$50.8M +$5.76M +64,999 +12%
Barclays
23
Barclays
United Kingdom
$50.2M +$43.4M +490,351 +532%
ICM
24
Irenic Capital Management
New York
$47.6M +$4.87M +55,000 +11%
AQR Capital Management
25
AQR Capital Management
Connecticut
$45M +$29.7M +335,221 +179%
1
2 3 4 5

WK Hedge Fund Activity: Q4 2025 in Review

348 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2025, worth a combined $4.32B — up 3.8% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WK positions and 32 closed out — a net gain of 43 holders — while 113 added to existing stakes and 112 trimmed.

The largest buyer was UBS Group, adding an estimated $126M. The largest seller was Macquarie Group, exiting entirely with an estimated $133M sold.

  • 348 institutional investors held Workiva (WK) as of Q4 2025, up from 313 in Q3 2025.
  • Funds reported $4.32B of Workiva stock for Q4 2025, up 3.8% quarter-over-quarter.
  • 75 funds opened new Workiva positions in Q4 2025 and 32 closed out, a net change of +43 holders.
  • The largest Workiva buyer in Q4 2025 was UBS Group, an estimated $126M added.
  • The largest Workiva seller in Q4 2025 was Macquarie Group, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2025.