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, Q2 2023
Institutional positions in Willdan Group, Inc. as of Jun 30, 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
- 84
- +3 vs. Q1 2023
- Shares held
- 10.5M
- −161.8K (−1.5%) vs. Q1 2023
- Total value
- $200.6M
- +$34.8M (+21.0%) vs. Q1 2023
- New holders
- 7
- 29 more added
- Sold out
- 4
- 28 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 1,910,513 | $36.6M | 12.21% | 00.0% | Unchanged |
| Amundi | 1,770,146 | $33.7M | 0.02% | −37,206−2.1% | Reduced |
| BlackRock Inc. | 826,719 | $15.8M | 0.00% | +82,664+11.1% | Added |
| Handelsbanken Fonder AB | 663,676 | $12.7M | 0.07% | −81,401−10.9% | Reduced |
| Vanguard Group Inc | 634,783 | $12.2M | 0.00% | −8,060−1.3% | Reduced |
| Swedbank AB | 435,600 | $8.35M | 0.01% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 425,455 | $8.15M | 0.46% | +2,594+0.6% | Added |
| Summit Creek Advisors LLC | 381,216 | $7.30M | 0.91% | +215+0.1% | Added |
| Rock Point Advisors, LLC | 365,173 | $7.00M | 2.30% | −2,975−0.8% | Reduced |
| Dimensional Fund Advisors LP | 257,782 | $4.94M | 0.00% | +19,511+8.2% | Added |
| Northern Trust Corp | 243,068 | $4.66M | 0.00% | +4,891+2.1% | Added |
| Geode Capital Management, LLC | 233,994 | $4.48M | 0.00% | +1,804+0.8% | Added |
| State Street Corp | 214,506 | $4.11M | 0.00% | +2,016+0.9% | Added |
| RBF Capital, LLC | 193,159 | $3.70M | 0.23% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 178,511 | $3.42M | 1.45% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 163,073 | $3.12M | 0.07% | +42,326+35.1% | Added |
| Essex Investment Management Co LLC | 145,459 | $2.79M | 0.39% | +64,190+79.0% | Added |
| Bard Associates Inc | 144,625 | $2.77M | 1.08% | −125−0.1% | Reduced |
| Frontier Capital Management Co LLC | 85,286 | $1.63M | 0.02% | −247,228−74.4% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.52M | 0.03% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 78,000 | $1.49M | 0.42% | −5,000−6.0% | Reduced |
| Royal Bank of Canada | 75,717 | $1.45M | 0.00% | −15,667−17.1% | Reduced |
| Bank of New York Mellon Corp | 63,330 | $1.21M | 0.00% | −65−0.1% | Reduced |
| Millennium Management LLC | 58,332 | $1.12M | 0.00% | +12,827+28.2% | Added |
| Legato Capital Management LLC | 56,210 | $1.08M | 0.15% | +30,257+116.6% | Added |
| Conestoga Capital Advisors, LLC | 53,073 | $1.02M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 38,368 | $735.1K | 0.00% | −2,678−6.5% | Reduced |
| State of Wisconsin Investment Board | 36,300 | $695.5K | 0.00% | +500+1.4% | Added |
| Marshall Wace, LLP | 35,195 | $674.3K | 0.00% | +9,681+37.9% | Added |
| Citadel Advisors LLC | 35,046 | $671.5K | 0.00% | −21,767−38.3% | Reduced |
| Charles Schwab Investment Management Inc | 33,889 | $649.3K | 0.00% | +959+2.9% | Added |
| Morgan Stanley | 33,012 | $632.5K | 0.00% | −55,780−62.8% | Reduced |
| Panagora Asset Management Inc | 32,889 | $630.2K | 0.00% | +8,808+36.6% | Added |
| Trexquant Investment LP | 31,896 | $611.1K | 0.02% | −1,247−3.8% | Reduced |
| First Trust Advisors LP | 25,574 | $490.0K | 0.00% | +4,543+21.6% | Added |
| Invesco Ltd. | 25,427 | $487.2K | 0.00% | −268−1.0% | Reduced |
| Gabelli Funds LLC | 25,000 | $479.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 24,535 | $470.1K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,125 | $443.1K | 0.00% | +10,617+84.9% | Added |
| Squarepoint Ops LLC | 22,410 | $429.4K | 0.00% | +10,911+94.9% | Added |
| Rhumbline Advisers | 17,606 | $337.3K | 0.00% | +291+1.7% | Added |
| Storebrand Asset Management AS | 17,590 | $337.0K | 0.00% | −5,740−24.6% | Reduced |
| Wulff, Hansen & Co. | 17,154 | $328.7K | 0.37% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 16,700 | $320.0K | 0.01% | +16,700 | New |
| Wilsey Asset Management Inc | 15,227 | $291.7K | 0.06% | +227+1.5% | Added |
| Stifel Financial Corp | 14,448 | $276.8K | 0.00% | +832+6.1% | Added |
| Providence First Trust Co | 14,097 | $270.1K | 0.15% | 00.0% | Unchanged |
| UBS Group AG | 13,675 | $262.0K | 0.00% | +2,618+23.7% | Added |
| Two Sigma Investments, LP | 13,544 | $259.5K | 0.00% | +13,544 | New |
| Gamco Investors, Inc. Et Al | 13,500 | $258.7K | 0.00% | −15,000−52.6% | Reduced |
| Connors Investor Services Inc | 12,672 | $243.0K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,626 | $241.9K | 0.01% | +12,626 | New |
| Gsa Capital Partners LLP | 11,978 | $229.0K | 0.02% | +11,978 | New |
| Wedbush Securities Inc | 11,850 | $227.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,034 | $212.0K | 0.00% | +89+0.8% | Added |
| SEI Investments Co | 10,866 | $208.2K | 0.00% | −2,128−16.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,160 | $194.7K | 0.00% | −5,100−33.4% | Reduced |
| Goldman Sachs Group Inc | 10,015 | $191.9K | 0.00% | +10,015 | New |
| JPMorgan Chase & Co | 9,492 | $181.9K | 0.00% | +556+6.2% | Added |
| Bank of America Corp | 8,648 | $165.7K | 0.00% | −1,806−17.3% | Reduced |
| Federated Hermes, Inc. | 7,750 | $148.5K | 0.00% | −465−5.7% | Reduced |
| MetLife Investment Management | 7,156 | $137.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,867 | $112.4K | 0.00% | +262+4.7% | Added |
| Deutsche Bank AG | 5,737 | $109.9K | 0.00% | −1,366−19.2% | Reduced |
| Penserra Capital Management LLC | 5,187 | $99.0K | 0.00% | +4,447+600.9% | Added |
| Wells Fargo & Company | 4,645 | $89.0K | 0.00% | +2,518+118.4% | Added |
| BNP Paribas Arbitrage, SA | 4,299 | $82.4K | 0.00% | −3,697−46.2% | Reduced |
| California State Teachers Retirement System | 4,055 | $77.7K | 0.00% | −263−6.1% | Reduced |
| Citigroup Inc | 3,634 | $69.6K | 0.00% | +3,634 | New |
| New York State Common Retirement Fund | 3,199 | $61.3K | 0.00% | −5,200−61.9% | Reduced |
| Barclays PLC | 2,427 | $46.5K | 0.00% | −3,491−59.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,320 | $25.3K | 0.00% | +1,320 | New |
| Legal & General Group Plc | 1,181 | $22.6K | 0.00% | −26−2.2% | Reduced |
| Amalgamated Bank | 1,117 | $21.0K | 0.00% | −132−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 898 | $17.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 688 | $13.2K | 0.00% | +438+175.2% | Added |
| Metropolitan Life Insurance Co | 637 | $12.2K | 0.00% | +279+77.9% | Added |
| Geneos Wealth Management Inc. | 600 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 226 | $4.33K | 0.00% | −17,500−98.7% | Reduced |
| The PNC Financial Services Group, Inc. | 99 | $1.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $555 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $20 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −11,372−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |