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 2023
Institutional positions in Willdan Group, Inc. as of Dec 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
- 91
- 0 vs. Q3 2023
- Shares held
- 10.4M
- +3.10K (0.0%) vs. Q3 2023
- Total value
- $223.6M
- +$11.0M (+5.2%) vs. Q3 2023
- New holders
- 5
- 32 more added
- Sold out
- 5
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 1,910,513 | $41.1M | 16.79% | 00.0% | Unchanged |
| Amundi | 1,834,235 | $39.0M | 0.02% | +45,535+2.5% | Added |
| BlackRock Inc. | 889,208 | $19.1M | 0.00% | +73,819+9.1% | Added |
| Vanguard Group Inc | 647,048 | $13.9M | 0.00% | +10,900+1.7% | Added |
| Handelsbanken Fonder AB | 477,673 | $10.3M | 0.05% | 00.0% | Unchanged |
| Swedbank AB | 435,600 | $9.37M | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 376,700 | $8.10M | 0.47% | −26,715−6.6% | Reduced |
| Summit Creek Advisors LLC | 362,541 | $7.79M | 1.04% | −20,262−5.3% | Reduced |
| Rock Point Advisors, LLC | 329,475 | $7.08M | 2.15% | +4,464+1.4% | Added |
| Geode Capital Management, LLC | 265,786 | $5.72M | 0.00% | +8,613+3.3% | Added |
| Dimensional Fund Advisors LP | 265,611 | $5.71M | 0.00% | +20,259+8.3% | Added |
| Northern Trust Corp | 248,576 | $5.34M | 0.00% | +5,316+2.2% | Added |
| State Street Corp | 218,637 | $4.70M | 0.00% | +3,237+1.5% | Added |
| RBF Capital, LLC | 188,559 | $4.05M | 0.25% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 178,511 | $3.84M | 1.42% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 163,251 | $3.51M | 0.08% | −1,021−0.6% | Reduced |
| Bard Associates Inc | 140,875 | $3.03M | 1.15% | −3,000−2.1% | Reduced |
| Essex Investment Management Co LLC | 133,236 | $2.86M | 0.56% | −10,291−7.2% | Reduced |
| Royal Bank of Canada | 82,143 | $1.77M | 0.00% | +1,772+2.2% | Added |
| Kornitzer Capital Management Inc | 79,400 | $1.71M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 57,926 | $1.25M | 0.00% | −5,325−8.4% | Reduced |
| Teton Advisors, Inc. | 57,000 | $1.23M | 0.40% | −10,000−14.9% | Reduced |
| Conestoga Capital Advisors, LLC | 55,283 | $1.19M | 0.02% | +2,210+4.2% | Added |
| Legato Capital Management LLC | 53,662 | $1.15M | 0.15% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 52,991 | $1.14M | 0.01% | −14,861−21.9% | Reduced |
| Panagora Asset Management Inc | 48,546 | $1.04M | 0.01% | +6,216+14.7% | Added |
| Morgan Stanley | 41,265 | $887.2K | 0.00% | +8,732+26.8% | Added |
| Storebrand Asset Management AS | 36,771 | $790.6K | 0.00% | +7,006+23.5% | Added |
| Victory Capital Management Inc | 35,725 | $768.1K | 0.00% | −2,466−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 33,889 | $728.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 33,382 | $717.7K | 0.00% | −72−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 33,111 | $711.9K | 0.00% | +2,766+9.1% | Added |
| Invesco Ltd. | 32,808 | $705.4K | 0.00% | +7,189+28.1% | Added |
| Marshall Wace, LLP | 32,223 | $692.8K | 0.00% | −2,108−6.1% | Reduced |
| Nuveen Asset Management, LLC | 30,201 | $649.3K | 0.00% | +5,666+23.1% | Added |
| Hillsdale Investment Management Inc. | 30,036 | $645.8K | 0.05% | −52,664−63.7% | Reduced |
| Russell Investments Group, Ltd. | 29,474 | $633.7K | 0.00% | −4,781−14.0% | Reduced |
| State of Wisconsin Investment Board | 28,000 | $602.0K | 0.00% | −4,300−13.3% | Reduced |
| Quadrature Capital Ltd | 25,072 | $541.3K | 0.01% | +8,997+56.0% | Added |
| Gabelli Funds LLC | 24,000 | $516.0K | 0.00% | −1,000−4.0% | Reduced |
| First Trust Advisors LP | 22,932 | $493.0K | 0.00% | −6,696−22.6% | Reduced |
| Wulff, Hansen & Co. | 19,415 | $417.4K | 0.46% | −5,006−20.5% | Reduced |
| Two Sigma Investments, LP | 19,201 | $412.8K | 0.00% | +2,117+12.4% | Added |
| STRS Ohio | 19,100 | $410.0K | 0.00% | −1,600−7.7% | Reduced |
| UBS Group AG | 18,638 | $400.7K | 0.00% | +4,735+34.1% | Added |
| JPMorgan Chase & Co | 18,521 | $398.2K | 0.00% | +4,092+28.4% | Added |
| Rhumbline Advisers | 17,660 | $379.7K | 0.00% | −475−2.6% | Reduced |
| Barclays PLC | 16,809 | $361.4K | 0.00% | +14,693+694.4% | Added |
| Bridgeway Capital Management, LLC | 16,700 | $359.1K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 14,876 | $319.8K | 0.00% | +4,034+37.2% | Added |
| Stifel Financial Corp | 14,590 | $313.7K | 0.00% | −645−4.2% | Reduced |
| Los Angeles Capital Management LLC | 14,374 | $309.0K | 0.00% | +14,374 | New |
| Trexquant Investment LP | 14,225 | $305.8K | 0.01% | −8,782−38.2% | Reduced |
| Providence First Trust Co | 14,097 | $303.1K | 0.15% | 00.0% | Unchanged |
| Connors Investor Services Inc | 12,672 | $272.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 12,000 | $258.0K | 0.01% | +12,000 | New |
| Wedbush Securities Inc | 11,850 | $255.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,614 | $250.0K | 0.00% | +283+2.5% | Added |
| SEI Investments Co | 11,511 | $247.5K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 10,883 | $234.0K | 0.00% | +434+4.2% | Added |
| Advisor Group Holdings, Inc. | 10,160 | $218.4K | 0.00% | −10,000−49.6% | Reduced |
| Squarepoint Ops LLC | 9,692 | $208.4K | 0.00% | −3,166−24.6% | Reduced |
| Comerica Bank | 9,469 | $203.6K | 0.00% | +126+1.3% | Added |
| Perritt Capital Management Inc | 8,000 | $172.0K | 0.10% | +8,000 | New |
| MetLife Investment Management | 7,156 | $153.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,909 | $148.5K | 0.00% | −841−10.9% | Reduced |
| SG Americas Securities, LLC | 6,776 | $146.0K | 0.00% | +1,448+27.2% | Added |
| American International Group, Inc. | 6,059 | $130.3K | 0.00% | −25−0.4% | Reduced |
| Deutsche Bank AG | 5,367 | $115.4K | 0.00% | −210−3.8% | Reduced |
| New York State Common Retirement Fund | 5,200 | $111.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,343 | $93.4K | 0.00% | +2,163+99.2% | Added |
| Lazard Asset Management LLC | 3,918 | $84.0K | 0.00% | +120+3.2% | Added |
| Wells Fargo & Company | 3,761 | $80.9K | 0.00% | +742+24.6% | Added |
| BNP Paribas Arbitrage, SA | 3,332 | $71.6K | 0.00% | −1,781−34.8% | Reduced |
| Penserra Capital Management LLC | 2,175 | $46.0K | 0.00% | +93+4.5% | Added |
| California State Teachers Retirement System | 2,006 | $43.1K | 0.00% | −684−25.4% | Reduced |
| Citigroup Inc | 1,753 | $37.7K | 0.00% | +1,740+13,384.6% | Added |
| Tower Research Capital LLC (TRC) | 1,385 | $29.8K | 0.00% | −378−21.4% | Reduced |
| nVerses Capital, LLC | – | $23.6K | 0.07% | – | New |
| Amalgamated Bank | 1,002 | $22.0K | 0.00% | −115−10.3% | Reduced |
| Acadian Asset Management LLC | 1,025 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 976 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $19.3K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 846 | $18.2K | 0.02% | +846 | New |
| FMR LLC | 646 | $13.9K | 0.00% | +15+2.4% | Added |
| Metropolitan Life Insurance Co | 637 | $13.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $12.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $2.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $22 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −57,903−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,914−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −15,227−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |