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 2024
Institutional positions in Willdan Group, Inc. as of Dec 31, 2024. 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
- 155
- +14 vs. Q3 2024
- Shares held
- 10.0M
- −226.1K (−2.2%) vs. Q3 2024
- Total value
- $382.5M
- −$38.5M (−9.1%) vs. Q3 2024
- New holders
- 32
- 61 more added
- Sold out
- 18
- 44 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 29,850 | $1.14M | 0.00% | −1,424−4.6% | Reduced |
| Marshall Wace, LLP | 31,101 | $1.18M | 0.00% | −53,462−63.2% | Reduced |
| Man Group plc | 31,924 | $1.22M | 0.00% | +20,530+180.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 32,574 | $1.24M | 0.01% | −13,038−28.6% | Reduced |
| Deutsche Bank AG | 34,935 | $1.33M | 0.00% | +27,308+358.0% | Added |
| SEI Investments Co | 35,119 | $1.34M | 0.00% | +14,458+70.0% | Added |
| Kornitzer Capital Management Inc | 37,700 | $1.44M | 0.03% | −26,700−41.5% | Reduced |
| Ausbil Investment Management Ltd | 37,910 | $1.46M | 0.88% | +29,318+341.2% | Added |
| Legato Capital Management LLC | 41,129 | $1.57M | 0.20% | −12,648−23.5% | Reduced |
| Bank of New York Mellon Corp | 41,589 | $1.58M | 0.00% | −1,507−3.5% | Reduced |
| Los Angeles Capital Management LLC | 43,107 | $1.64M | 0.01% | −11,795−21.5% | Reduced |
| Charles Schwab Investment Management Inc | 43,287 | $1.65M | 0.00% | +6,754+18.5% | Added |
| Conestoga Capital Advisors, LLC | 44,093 | $1.68M | 0.02% | −120−0.3% | Reduced |
| Lazard Asset Management LLC | 47,336 | $1.80M | 0.00% | +16,703+54.5% | Added |
| Panagora Asset Management Inc | 53,031 | $2.02M | 0.01% | −2,254−4.1% | Reduced |
| Kennedy Capital Management, Inc. | 54,708 | $2.08M | 0.05% | −1,578−2.8% | Reduced |
| Divisadero Street Capital Management, LP | 55,328 | $2.11M | 0.26% | −7,209−11.5% | Reduced |
| JPMorgan Chase & Co | 55,728 | $2.12M | 0.00% | −20,858−27.2% | Reduced |
| Russell Investments Group, Ltd. | 58,047 | $2.21M | 0.00% | −1,127−1.9% | Reduced |
| UBS Group AG | 58,715 | $2.24M | 0.00% | +41,270+236.6% | Added |
| Alliancebernstein L.P. | 62,732 | $2.39M | 0.00% | +62,732 | New |
| Morgan Stanley | 68,444 | $2.61M | 0.00% | −21,549−23.9% | Reduced |
| Royal Bank of Canada | 74,604 | $2.84M | 0.00% | −475−0.6% | Reduced |
| Oberweis Asset Management Inc | 80,100 | $3.05M | 0.14% | +1,000+1.3% | Added |
| AQR Capital Management LLC | 85,770 | $3.27M | 0.00% | +40,853+91.0% | Added |
| Trexquant Investment LP | 85,782 | $3.27M | 0.04% | +36,111+72.7% | Added |
| Cubist Systematic Strategies, LLC | 86,371 | $3.29M | 0.05% | +25,061+40.9% | Added |
| Allspring Global Investments Holdings, LLC | 89,354 | $3.40M | 0.01% | +16,832+23.2% | Added |
| Ameriprise Financial Inc | 91,269 | $3.48M | 0.00% | +29,169+47.0% | Added |
| Qube Research & Technologies Ltd | 93,654 | $3.57M | 0.01% | +48,373+106.8% | Added |
| Renaissance Technologies LLC | 115,700 | $4.41M | 0.01% | −6,200−5.1% | Reduced |
| Rice Hall James & Associates, LLC | 118,992 | $4.53M | 0.25% | −126,551−51.5% | Reduced |
| Northern Trust Corp | 127,986 | $4.87M | 0.00% | −46,669−26.7% | Reduced |
| Bard Associates Inc | 134,682 | $5.13M | 1.74% | −666−0.5% | Reduced |
| Millennium Management LLC | 135,352 | $5.16M | 0.00% | −12,446−8.4% | Reduced |
| Essex Investment Management Co LLC | 138,007 | $5.26M | 0.95% | −17,754−11.4% | Reduced |
| First Trust Advisors LP | 156,545 | $5.96M | 0.01% | +11,806+8.2% | Added |
| Goldman Sachs Group Inc | 158,717 | $6.05M | 0.00% | +69,880+78.7% | Added |
| Wells Fargo & Company | 175,334 | $6.68M | 0.00% | +169,555+2,934.0% | Added |
| RBF Capital, LLC | 185,543 | $7.07M | 0.37% | +943+0.5% | Added |
| Rock Point Advisors, LLC | 189,282 | $7.21M | 2.10% | −14,140−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 195,668 | $7.45M | 0.01% | +48,094+32.6% | Added |
| Valiant Capital Management, L.P. | 200,897 | $7.65M | 1.02% | +200,897 | New |
| Nuveen Asset Management, LLC | 208,059 | $7.92M | 0.00% | +119,888+136.0% | Added |
| State Street Corp | 248,699 | $9.47M | 0.00% | +8,434+3.5% | Added |
| Geode Capital Management, LLC | 296,398 | $11.3M | 0.00% | +1,601+0.5% | Added |
| Swedbank AB | 310,600 | $11.8M | 0.01% | −58,600−15.9% | Reduced |
| Summit Creek Advisors LLC | 365,153 | $13.9M | 1.83% | +6,119+1.7% | Added |
| Handelsbanken Fonder AB | 407,717 | $15.5M | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 419,319 | $16.0M | 0.00% | +49,217+13.3% | Added |
| Acadian Asset Management LLC | 429,176 | $16.3M | 0.05% | +207,196+93.3% | Added |
| Lord, Abbett & Co. LLC | 432,135 | $16.5M | 0.05% | +51,003+13.4% | Added |
| Forager Capital Management, LLC | 440,439 | $16.8M | 7.03% | −362,770−45.2% | Reduced |
| Vanguard Group Inc | 751,985 | $28.6M | 0.00% | +50,262+7.2% | Added |
| BlackRock, Inc. | 1,134,311 | $43.2M | 0.00% | +173,462+18.1% | Added |
| Amundi | 0 | $0 | 0.00% | −847,284−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −32,347−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −18,465−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,866−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,106−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,906−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| AJOVista, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |