Willdan Group, Inc.
WLDN- Exchange
- Nasdaq
- Industry
- Services-Engineering Services
- SEC CIK
- 0001370450
In the last 90 days, Willdan Group, Inc. insiders filed 0 open-market purchases and 3 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $1.07B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Willdan Group, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 99
- +7 vs. Q3 2021
- Shares held
- 9.86M
- +940.1K (+10.5%) vs. Q3 2021
- Total value
- $347.3M
- +$29.9M (+9.4%) vs. Q3 2021
- New holders
- 18
- 40 more added
- Sold out
- 11
- 20 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WLDN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 245 | $1.07B |
| Q1 2026 | 256 | $874.4M |
| Q4 2025 | 267 | $1.15B |
| Q3 2025 | 256 | $1.07B |
| Q2 2025 | 190 | $679.0M |
| Q1 2025 | 170 | $419.9M |
| Q4 2024 | 155 | $382.5M |
| Q3 2024 | 143 | $421.3M |
| Q2 2024 | 110 | $300.2M |
| Q1 2024 | 101 | $301.4M |
| Q4 2023 | 91 | $223.6M |
| Q3 2023 | 91 | $212.6M |
| Q2 2023 | 84 | $200.6M |
| Q1 2023 | 81 | $165.8M |
| Q4 2022 | 76 | $191.7M |
| Q3 2022 | 79 | $160.8M |
| Q2 2022 | 83 | $274.9M |
| Q1 2022 | 99 | $334.0M |
| Q4 2021 | 99 | $347.3M |
| Q3 2021 | 94 | $317.5M |
| Q2 2021 | 98 | $356.4M |
| Q1 2021 | 104 | $391.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 1,384,632 | $48.7M | 23.67% | +1,384,632 | New |
| Handelsbanken Fonder AB | 1,035,077 | $36.4M | 0.18% | +37,647+3.8% | Added |
| BlackRock Inc. | 756,312 | $26.6M | 0.00% | +14,474+2.0% | Added |
| Vanguard Group Inc | 589,085 | $20.7M | 0.00% | +531+0.1% | Added |
| Rice Hall James & Associates, LLC | 517,268 | $18.2M | 0.65% | −29,331−5.4% | Reduced |
| Summit Creek Advisors LLC | 383,904 | $13.5M | 1.36% | +37,456+10.8% | Added |
| Frontier Capital Management Co LLC | 382,593 | $13.5M | 0.11% | +134,008+53.9% | Added |
| Swedbank AB | 357,300 | $12.8M | 0.02% | +22,174+6.6% | Added |
| Lord, Abbett & Co. LLC | 278,962 | $9.82M | 0.02% | −2,690−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 256,247 | $9.02M | 0.02% | +33,166+14.9% | Added |
| Wellington Management Group LLP | 226,221 | $7.96M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 208,877 | $7.35M | 0.00% | +6,800+3.4% | Added |
| Dimensional Fund Advisors LP | 203,124 | $7.15M | 0.00% | −411−0.2% | Reduced |
| Geode Capital Management, LLC | 197,998 | $6.97M | 0.00% | −1,840−0.9% | Reduced |
| Northern Trust Corp | 193,697 | $6.82M | 0.00% | +55,950+40.6% | Added |
| RBF Capital, LLC | 193,159 | $6.80M | 0.43% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 178,511 | $6.28M | 2.95% | +1,286+0.7% | Added |
| Rock Point Advisors, LLC | 177,126 | $6.24M | 1.76% | +38,585+27.9% | Added |
| DnB Asset Management AS | 175,131 | $6.16M | 0.04% | −60,489−25.7% | Reduced |
| Bard Associates Inc | 145,600 | $5.13M | 1.69% | −1,200−0.8% | Reduced |
| Mondrian Investment Partners LTD | 128,199 | $4.51M | 0.09% | +128,199 | New |
| Victory Capital Management Inc | 105,153 | $3.70M | 0.00% | +18,743+21.7% | Added |
| Teton Advisors, Inc. | 104,169 | $3.67M | 0.53% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 96,086 | $3.38M | 0.03% | +9,388+10.8% | Added |
| Taylor Wealth Management Partners | 93,015 | $3.27M | 1.15% | −2,525−2.6% | Reduced |
| Royal Bank of Canada | 92,863 | $3.27M | 0.00% | +1,997+2.2% | Added |
| Millennium Management LLC | 89,478 | $3.15M | 0.00% | +77,580+652.0% | Added |
| Walthausen & Co., LLC | 80,561 | $2.84M | 0.74% | +10,340+14.7% | Added |
| Handelsinvest Investeringsforvaltning | 80,000 | $2.82M | 0.29% | 00.0% | Unchanged |
| Arosa Capital Management LP | 80,000 | $2.82M | 1.03% | +1,335+1.7% | Added |
| Kornitzer Capital Management Inc | 79,400 | $2.79M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 72,166 | $2.54M | 0.00% | +4,791+7.1% | Added |
| Whittier Trust Co | 51,836 | $1.82M | 0.03% | 00.0% | Unchanged |
| Amundi | 49,283 | $1.55M | 0.00% | +17,489+55.0% | Added |
| Conestoga Capital Advisors, LLC | 43,860 | $1.54M | 0.02% | +80+0.2% | Added |
| Essex Investment Management Co LLC | 41,243 | $1.45M | 0.17% | +3,070+8.0% | Added |
| Nuveen Asset Management, LLC | 35,113 | $1.45M | 0.00% | −3,457−9.0% | Reduced |
| First Trust Advisors LP | 36,382 | $1.28M | 0.00% | +11,905+48.6% | Added |
| Bank of America Corp | 36,229 | $1.27M | 0.00% | +31,603+683.2% | Added |
| Citadel Advisors LLC | 35,532 | $1.25M | 0.00% | +365+1.0% | Added |
| ExodusPoint Capital Management, LP | 30,859 | $1.09M | 0.01% | +30,859 | New |
| Gamco Investors, Inc. Et Al | 28,940 | $1.02M | 0.01% | +4,400+17.9% | Added |
| Charles Schwab Investment Management Inc | 28,108 | $990.0K | 0.00% | +187+0.7% | Added |
| Swiss National Bank | 27,700 | $975.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 26,194 | $922.0K | 0.04% | +26,194 | New |
| Russell Investments Group, Ltd. | 24,904 | $876.0K | 0.00% | −4,760−16.0% | Reduced |
| Alpine Global Management, LLC | 24,443 | $860.0K | 0.13% | +24,443 | New |
| Jane Street Group, LLC | 23,256 | $819.0K | 0.00% | +23,256 | New |
| Stifel Financial Corp | 19,404 | $684.0K | 0.00% | +829+4.5% | Added |
| Argent Capital Management LLC | 18,530 | $652.0K | 0.02% | +1,895+11.4% | Added |
| California State Teachers Retirement System | 16,965 | $597.0K | 0.00% | +912+5.7% | Added |
| JPMorgan Chase & Co | 16,264 | $572.0K | 0.00% | −8,050−33.1% | Reduced |
| Storebrand Asset Management AS | 15,200 | $535.0K | 0.00% | +3,392+28.7% | Added |
| Price T Rowe Associates Inc | 14,275 | $502.0K | 0.00% | −153−1.1% | Reduced |
| Providence First Trust Co | 14,097 | $496.0K | 0.22% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 13,911 | $490.0K | 0.00% | +13,911 | New |
| Barclays PLC | 13,524 | $476.0K | 0.00% | +8,970+197.0% | Added |
| Invesco Ltd. | 13,084 | $460.0K | 0.00% | −869,817−98.5% | Reduced |
| Morgan Stanley | 13,053 | $460.0K | 0.00% | +2,902+28.6% | Added |
| Rhumbline Advisers | 12,103 | $426.0K | 0.00% | −232−1.9% | Reduced |
| Wulff, Hansen & Co. | 12,044 | $424.0K | 0.37% | +12,044 | New |
| Goldman Sachs Group Inc | 10,383 | $365.0K | 0.00% | +3,012+40.9% | Added |
| Wedbush Securities Inc | 10,250 | $361.0K | 0.02% | −4,000−28.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,000 | $352.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,832 | $346.0K | 0.00% | +9,832 | New |
| Trexquant Investment LP | 9,729 | $342.0K | 0.02% | +9,729 | New |
| Credit Suisse AG | 9,455 | $332.0K | 0.00% | +292+3.2% | Added |
| HRT Financial LP | 9,398 | $330.0K | 0.00% | +9,398 | New |
| Gabelli Funds LLC | 8,768 | $309.0K | 0.00% | +92+1.1% | Added |
| New York State Common Retirement Fund | 8,393 | $295.0K | 0.00% | +25+0.3% | Added |
| D. E. Shaw & Co., Inc. | 8,106 | $285.0K | 0.00% | +8,106 | New |
| Connors Investor Services Inc | 7,446 | $262.0K | 0.03% | +1,000+15.5% | Added |
| Deutsche Bank AG | 7,093 | $249.0K | 0.00% | −17,843−71.6% | Reduced |
| Cubist Systematic Strategies, LLC | 7,037 | $248.0K | 0.00% | +7,037 | New |
| Mount Yale Investment Advisors, LLC | 6,926 | $244.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,609 | $233.0K | 0.00% | −58−0.9% | Reduced |
| Wells Fargo & Company | 6,358 | $224.0K | 0.00% | +6,358 | New |
| State Board of Administration of Florida Retirement System | 6,173 | $217.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,921 | $208.0K | 0.00% | −178−2.9% | Reduced |
| SEI Investments Co | 5,713 | $201.0K | 0.00% | +5,713 | New |
| Marshall Wace, LLP | 5,265 | $185.0K | 0.00% | +5,265 | New |
| MetLife Investment Management | 4,570 | $160.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,217 | $148.0K | 0.00% | +38+0.9% | Added |
| Metropolitan Life Insurance Co | 3,208 | $112.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,044 | $107.0K | 0.00% | −49−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,864 | $100.8K | 0.00% | +719+33.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $32.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 396 | $14.0K | 0.00% | −64−13.9% | Reduced |
| Great West Life Assurance Co | 366 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $7.00K | 0.01% | +200 | New |
| Advisor Group Holdings, Inc. | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $3.00K | 0.00% | +23+41.8% | Added |
| Simplex Trading, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Quadrant Capital Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −16,328−100.0% | Reduced |
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −253,182−100.0% | Sold out |