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, Q3 2023
Institutional positions in Willdan Group, Inc. as of Sep 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
- 91
- +7 vs. Q2 2023
- Shares held
- 10.4M
- −71.4K (−0.7%) vs. Q2 2023
- Total value
- $212.6M
- +$12.0M (+6.0%) vs. Q2 2023
- New holders
- 11
- 27 more added
- Sold out
- 4
- 28 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 1,910,513 | $39.0M | 16.76% | 00.0% | Unchanged |
| Amundi | 1,788,700 | $36.4M | 0.02% | +18,554+1.0% | Added |
| BlackRock Inc. | 815,389 | $16.7M | 0.00% | −11,330−1.4% | Reduced |
| Vanguard Group Inc | 636,148 | $13.0M | 0.00% | +1,365+0.2% | Added |
| Handelsbanken Fonder AB | 477,673 | $9.76M | 0.05% | −186,003−28.0% | Reduced |
| Swedbank AB | 435,600 | $8.90M | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 403,415 | $8.24M | 0.52% | −22,040−5.2% | Reduced |
| Summit Creek Advisors LLC | 382,803 | $7.82M | 1.06% | +1,587+0.4% | Added |
| Rock Point Advisors, LLC | 325,011 | $6.64M | 2.30% | −40,162−11.0% | Reduced |
| Geode Capital Management, LLC | 257,173 | $5.25M | 0.00% | +23,179+9.9% | Added |
| Dimensional Fund Advisors LP | 245,352 | $5.01M | 0.00% | −12,430−4.8% | Reduced |
| Northern Trust Corp | 243,260 | $4.97M | 0.00% | +192+0.1% | Added |
| State Street Corp | 215,400 | $4.40M | 0.00% | +894+0.4% | Added |
| RBF Capital, LLC | 188,559 | $3.85M | 0.25% | −4,600−2.4% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $3.65M | 1.46% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 164,272 | $3.36M | 0.08% | +1,199+0.7% | Added |
| Bard Associates Inc | 143,875 | $2.94M | 1.22% | −750−0.5% | Reduced |
| Essex Investment Management Co LLC | 143,527 | $2.93M | 0.48% | −1,932−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 82,700 | $1.69M | 0.15% | +82,700 | New |
| Royal Bank of Canada | 80,371 | $1.64M | 0.00% | +4,654+6.1% | Added |
| Kornitzer Capital Management Inc | 79,400 | $1.62M | 0.03% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 67,852 | $1.39M | 0.02% | −17,434−20.4% | Reduced |
| Teton Advisors, Inc. | 67,000 | $1.37M | 0.42% | −11,000−14.1% | Reduced |
| Bank of New York Mellon Corp | 63,251 | $1.29M | 0.00% | −79−0.1% | Reduced |
| EAM Investors, LLC | 57,903 | $1.18M | 0.23% | +57,903 | New |
| Legato Capital Management LLC | 53,662 | $1.10M | 0.16% | −2,548−4.5% | Reduced |
| Conestoga Capital Advisors, LLC | 53,073 | $1.08M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 42,330 | $864.8K | 0.01% | +9,441+28.7% | Added |
| Victory Capital Management Inc | 38,191 | $780.2K | 0.00% | −177−0.5% | Reduced |
| Marshall Wace, LLP | 34,331 | $701.4K | 0.00% | −864−2.5% | Reduced |
| Russell Investments Group, Ltd. | 34,255 | $699.8K | 0.00% | +34,255 | New |
| Charles Schwab Investment Management Inc | 33,889 | $692.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 33,454 | $683.5K | 0.00% | −1,592−4.5% | Reduced |
| Morgan Stanley | 32,533 | $664.6K | 0.00% | −479−1.5% | Reduced |
| State of Wisconsin Investment Board | 32,300 | $659.9K | 0.00% | −4,000−11.0% | Reduced |
| D. E. Shaw & Co., Inc. | 30,345 | $619.9K | 0.00% | +7,220+31.2% | Added |
| Storebrand Asset Management AS | 29,765 | $608.1K | 0.00% | +12,175+69.2% | Added |
| First Trust Advisors LP | 29,628 | $605.3K | 0.00% | +4,054+15.9% | Added |
| Invesco Ltd. | 25,619 | $523.4K | 0.00% | +192+0.8% | Added |
| Gabelli Funds LLC | 25,000 | $510.8K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 24,535 | $501.3K | 0.00% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 24,421 | $498.9K | 0.58% | +7,267+42.4% | Added |
| Trexquant Investment LP | 23,007 | $470.0K | 0.01% | −8,889−27.9% | Reduced |
| STRS Ohio | 20,700 | $422.0K | 0.00% | +20,700 | New |
| Advisor Group Holdings, Inc. | 20,160 | $411.9K | 0.00% | +10,000+98.4% | Added |
| Rhumbline Advisers | 18,135 | $370.5K | 0.00% | +529+3.0% | Added |
| Millennium Management LLC | 17,914 | $366.0K | 0.00% | −40,418−69.3% | Reduced |
| Two Sigma Investments, LP | 17,084 | $349.0K | 0.00% | +3,540+26.1% | Added |
| Bridgeway Capital Management, LLC | 16,700 | $341.2K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,075 | $327.4K | 0.01% | +16,075 | New |
| Stifel Financial Corp | 15,235 | $311.3K | 0.00% | +787+5.4% | Added |
| Wilsey Asset Management Inc | 15,227 | $311.1K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,429 | $294.8K | 0.00% | +4,937+52.0% | Added |
| Providence First Trust Co | 14,097 | $288.0K | 0.16% | 00.0% | Unchanged |
| UBS Group AG | 13,903 | $284.0K | 0.00% | +228+1.7% | Added |
| Squarepoint Ops LLC | 12,858 | $262.7K | 0.00% | −9,552−42.6% | Reduced |
| Connors Investor Services Inc | 12,672 | $259.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,850 | $242.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 11,511 | $235.2K | 0.00% | +645+5.9% | Added |
| Price T Rowe Associates Inc | 11,331 | $232.0K | 0.00% | +297+2.7% | Added |
| Bank of America Corp | 10,842 | $221.5K | 0.00% | +2,194+25.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,449 | $213.5K | 0.00% | +10,449 | New |
| Comerica Bank | 9,343 | $190.9K | 0.00% | +9,343 | New |
| Federated Hermes, Inc. | 7,750 | $158.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,156 | $146.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,084 | $124.3K | 0.00% | +217+3.7% | Added |
| Deutsche Bank AG | 5,577 | $113.9K | 0.00% | −160−2.8% | Reduced |
| SG Americas Securities, LLC | 5,328 | $109.0K | 0.00% | +5,328 | New |
| New York State Common Retirement Fund | 5,200 | $106.2K | 0.00% | +2,001+62.6% | Added |
| BNP Paribas Arbitrage, SA | 5,113 | $104.5K | 0.00% | +814+18.9% | Added |
| Lazard Asset Management LLC | 3,798 | $77.0K | 0.00% | +3,798 | New |
| Wells Fargo & Company | 3,019 | $61.7K | 0.00% | −1,626−35.0% | Reduced |
| California State Teachers Retirement System | 2,690 | $55.0K | 0.00% | −1,365−33.7% | Reduced |
| Qube Research & Technologies Ltd | 2,180 | $44.5K | 0.00% | +2,180 | New |
| Barclays PLC | 2,116 | $43.2K | 0.00% | −311−12.8% | Reduced |
| Penserra Capital Management LLC | 2,082 | $42.0K | 0.00% | −3,105−59.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,763 | $36.0K | 0.00% | +1,537+680.1% | Added |
| Nisa Investment Advisors, LLC | 1,320 | $27.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,117 | $23.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,025 | $20.0K | 0.00% | +1,025 | New |
| Legal & General Group Plc | 976 | $19.9K | 0.00% | −205−17.4% | Reduced |
| Ameritas Investment Partners, Inc. | 898 | $18.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 637 | $13.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 631 | $12.9K | 0.00% | −57−8.3% | Reduced |
| Geneos Wealth Management Inc. | 600 | $12.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $2.02K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $388 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13 | $266 | 0.00% | −3,621−99.6% | Reduced |
| North Star Investment Management Corp. | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $21 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,978−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |