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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, Q1 2023

Institutional positions in Willdan Group, Inc. as of Mar 31, 2023. 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
81
+5 vs. Q4 2022
Shares held
10.6M
−84.5K (−0.8%) vs. Q4 2022
Total value
$165.8M
−$25.9M (−13.5%) vs. Q4 2022
New holders
9
29 more added
Sold out
4
21 more reduced

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 81 institutions
Q1 2021: 104 institutionsQ2 2021: 98 institutionsQ3 2021: 94 institutionsQ4 2021: 99 institutionsQ1 2022: 99 institutionsQ2 2022: 83 institutionsQ3 2022: 79 institutionsQ4 2022: 76 institutionsQ1 2023: 81 institutionsQ2 2023: 84 institutionsQ3 2023: 91 institutionsQ4 2023: 91 institutionsQ1 2024: 101 institutionsQ2 2024: 110 institutionsQ3 2024: 143 institutionsQ4 2024: 155 institutionsQ1 2025: 170 institutionsQ2 2025: 190 institutionsQ3 2025: 256 institutionsQ4 2025: 267 institutionsQ1 2026: 256 institutionsQ2 2026: 245 institutions
Value heldQ1 2023: $165.8M
Q1 2021: $391.0MQ2 2021: $356.4MQ3 2021: $317.5MQ4 2021: $347.3MQ1 2022: $334.0MQ2 2022: $274.9MQ3 2022: $160.8MQ4 2022: $191.7MQ1 2023: $165.8MQ2 2023: $200.6MQ3 2023: $212.6MQ4 2023: $223.6MQ1 2024: $301.4MQ2 2024: $300.2MQ3 2024: $421.3MQ4 2024: $382.5MQ1 2025: $419.9MQ2 2025: $679.0MQ3 2025: $1.07BQ4 2025: $1.15BQ1 2026: $874.4MQ2 2026: $1.07B
Institutions holding WLDN and their total value by quarter
QuarterHoldersValue
Q2 2026245$1.07B
Q1 2026256$874.4M
Q4 2025267$1.15B
Q3 2025256$1.07B
Q2 2025190$679.0M
Q1 2025170$419.9M
Q4 2024155$382.5M
Q3 2024143$421.3M
Q2 2024110$300.2M
Q1 2024101$301.4M
Q4 202391$223.6M
Q3 202391$212.6M
Q2 202384$200.6M
Q1 202381$165.8M
Q4 202276$191.7M
Q3 202279$160.8M
Q2 202283$274.9M
Q1 202299$334.0M
Q4 202199$347.3M
Q3 202194$317.5M
Q2 202198$356.4M
Q1 2021104$391.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2022.

Institutions holding WLDN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Forager Capital Management, LLC1,910,513$29.8M10.99%+63,295+3.4%Added
Amundi1,807,352$27.8M0.02%+117,136+6.9%Added
Handelsbanken Fonder AB745,077$11.6M0.07%00.0%Unchanged
BlackRock Inc.744,055$11.6M0.00%−16,431−2.2%Reduced
Vanguard Group Inc642,843$10.0M0.00%+22,903+3.7%Added
Swedbank AB435,600$6.80M0.01%00.0%Unchanged
Rice Hall James & Associates, LLC422,861$6.61M0.38%−9,863−2.3%Reduced
Summit Creek Advisors LLC381,001$5.95M0.77%+2,705+0.7%Added
Rock Point Advisors, LLC368,148$5.75M1.95%+50,852+16.0%Added
Frontier Capital Management Co LLC332,514$5.19M0.05%−163,532−33.0%Reduced
Dimensional Fund Advisors LP238,271$3.72M0.00%+7,253+3.1%Added
Northern Trust Corp238,177$3.72M0.00%−696−0.3%Reduced
Geode Capital Management, LLC232,190$3.63M0.00%+6,069+2.7%Added
State Street Corp212,490$3.32M0.00%+3,354+1.6%Added
RBF Capital, LLC193,159$3.02M0.22%00.0%Unchanged
Redwood Grove Capital, LLC178,511$2.79M1.33%00.0%Unchanged
Bard Associates Inc144,750$2.26M0.93%−450−0.3%Reduced
Kennedy Capital Management, Inc.120,747$1.89M0.06%+71,067+143.0%Added
Royal Bank of Canada91,384$1.43M0.00%−1,374−1.5%Reduced
Morgan Stanley88,792$1.39M0.00%+369+0.4%Added
Teton Advisors, Inc.83,000$1.30M0.34%−2,000−2.4%Reduced
Essex Investment Management Co LLC81,269$1.27M0.18%+11,595+16.6%Added
Kornitzer Capital Management Inc79,400$1.24M0.02%00.0%Unchanged
Bank of New York Mellon Corp63,395$990.2K0.00%−3,015−4.5%Reduced
Citadel Advisors LLC56,813$887.4K0.00%+8,902+18.6%Added
Conestoga Capital Advisors, LLC53,073$829.0K0.01%00.0%Unchanged
Millennium Management LLC45,505$711.0K0.00%−14,990−24.8%Reduced
Victory Capital Management Inc41,046$641.1K0.00%−114−0.3%Reduced
State of Wisconsin Investment Board35,800$559.2K0.00%+1,200+3.5%Added
Trexquant Investment LP33,143$517.7K0.01%+5,724+20.9%Added
Charles Schwab Investment Management Inc32,930$514.4K0.00%+1,040+3.3%Added
Gamco Investors, Inc. Et Al28,500$445.2K0.00%+500+1.8%Added
Legato Capital Management LLC25,953$405.4K0.07%00.0%Unchanged
Invesco Ltd.25,695$401.4K0.00%−1,718−6.3%Reduced
Marshall Wace, LLP25,514$398.5K0.00%+25,514New
Gabelli Funds LLC25,000$390.5K0.00%−2,000−7.4%Reduced
Nuveen Asset Management, LLC24,535$383.0K0.00%−268−1.1%Reduced
Panagora Asset Management Inc24,081$376.1K0.00%+10,755+80.7%Added
Storebrand Asset Management AS23,330$364.4K0.00%00.0%Unchanged
First Trust Advisors LP21,031$328.5K0.00%−283−1.3%Reduced
Tower Research Capital LLC (TRC)17,726$277.0K0.01%+6,162+53.3%Added
Rhumbline Advisers17,315$270.0K0.00%+206+1.2%Added
Wulff, Hansen & Co.17,154$267.9K0.31%00.0%Unchanged
Advisor Group Holdings, Inc.15,260$238.4K0.00%+15,100+9,437.5%Added
Wilsey Asset Management Inc15,000$234.3K0.05%00.0%Unchanged
Providence First Trust Co14,097$220.2K0.13%00.0%Unchanged
Stifel Financial Corp13,616$212.7K0.00%+539+4.1%Added
SEI Investments Co12,994$203.0K0.00%+1,674+14.8%Added
Connors Investor Services Inc12,672$198.0K0.02%+12,672New
D. E. Shaw & Co., Inc.12,508$195.4K0.00%+12,508New
Wedbush Securities Inc11,850$185.0K0.01%−700−5.6%Reduced
Squarepoint Ops LLC11,499$179.6K0.00%+11,499New
UBS Group AG11,057$172.7K0.00%+7,787+238.1%Added
Price T Rowe Associates Inc10,945$171.0K0.00%+10,945New
Bank of America Corp10,454$163.3K0.00%−2,846−21.4%Reduced
CM Wealth Advisors LLC11,372$160.0K0.03%+11,372New
JPMorgan Chase & Co8,936$140.0K0.00%−6,822−43.3%Reduced
New York State Common Retirement Fund8,399$131.2K0.00%00.0%Unchanged
Federated Hermes, Inc.8,215$128.3K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA7,996$124.9K0.00%+6,189+342.5%Added
MetLife Investment Management7,156$111.8K0.00%00.0%Unchanged
Deutsche Bank AG7,103$110.9K0.00%+2,496+54.2%Added
Barclays PLC5,918$92.4K0.00%+2,801+89.9%Added
American International Group, Inc.5,605$87.5K0.00%+112+2.0%Added
California State Teachers Retirement System4,318$67.4K0.00%−318−6.9%Reduced
Wells Fargo & Company2,127$33.2K0.00%+2,085+4,964.3%Added
Amalgamated Bank1,249$20.0K0.00%−240−16.1%Reduced
Legal & General Group Plc1,207$18.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.898$14.0K0.00%00.0%Unchanged
Penserra Capital Management LLC740$11.0K0.00%+108+17.1%Added
Geneos Wealth Management Inc.600$9.37K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC419$6.54K0.00%+419New
Metropolitan Life Insurance Co358$5.59K0.00%−363−50.3%Reduced
TCI Wealth Advisors, Inc.274$4.28K0.00%00.0%Unchanged
FMR LLC250$3.90K0.00%−68−21.4%Reduced
The PNC Financial Services Group, Inc.99$1.55K0.00%00.0%Unchanged
IFP Advisors, Inc19$5550.00%00.0%Unchanged
Parallel Advisors, LLC27$4220.00%+27New
North Star Investment Management Corp.2$310.00%+2New
Allworth Financial LP1$160.00%00.0%Unchanged
CWM, LLC9$00.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.0$00.00%−351,530−100.0%Sold out
Man Group plc0$00.00%−19,270−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−426−100.0%Sold out
Citigroup Inc0$00.00%−79−100.0%Sold out