Workiva
306 hedge funds and large institutions have $2.41B invested in Workiva in 2026 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 70 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 88
28% more call options, than puts
Call options by funds: $3.73M | Put options by funds: $2.92M
2.49% more ownership
Funds ownership: 91.86% → 94.35% (+2.5%)
1% more capital inflows, than outflows
Capital inflows: $521M | Capital outflows: $516M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 315 → 306 (-9)
10% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jericho Capital Asset Management
New York
|
+$52.4M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$46.3M |
| 3 |
BlackRock
New York
|
+$44.8M |
| 4 |
Squarepoint
New York
|
+$33.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hawk Ridge Capital Management
Los Angeles,
California
|
-$65.1M |
| 2 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$33.1M |
| 3 |
GAM
Goldentree Asset Management
New York
|
-$21.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$17.5M |
WK Hedge Fund Activity: Q2 2026 in Review
306 of the 8,353 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2026, worth a combined $2.41B — down 18% from $2.92B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of WK and 63 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 120 added.
The largest buyer was Jericho Capital Asset Management, adding an estimated $52.4M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $65.1M sold.
- 306 institutional investors held Workiva (WK) as of Q2 2026, down from 315 in Q1 2026.
- Funds reported $2.41B of Workiva stock for Q2 2026, down 18% quarter-over-quarter.
- 63 funds opened new Workiva positions in Q2 2026 and 70 closed out, a net change of -7 holders.
- The largest Workiva buyer in Q2 2026 was Jericho Capital Asset Management, an estimated $52.4M added.
- The largest Workiva seller in Q2 2026 was Hawk Ridge Capital Management, an estimated $65.1M sold.
Based on aggregated 13F filings for Q2 2026.