Willdan GroupWLDN
13F holders, Q1 2024 (March 31)101holders
4famous investors
$28.91avg. 13F price*
At the end of Q1 2024, 101 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings. The largest holders were Forager Capital Management, LLC ($55.1M), Amundi ($50.0M) and BlackRock Inc. ($25.6M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Willdan Group Inc.
- CUSIP
- 96924N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $7.3M |
| Exits | 6 | $2.4M |
Ownership 101 holders
| Forager Capital Management, LLC | 21.27% | Reduce -0.6% | 1,900,057 | $55.1M |
| Amundi | 0.02% | Reduce -4.4% | 1,752,902 | $50.0M |
| BlackRock Inc. | 0.00% | Reduce -0.9% | 881,462 | $25.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 643,889 | $18.7M |
| Swedbank AB | 0.02% | No change | 435,600 | $12.6M |
| Handelsbanken Fonder AB | 0.05% | Reduce -14.7% | 407,717 | $11.8M |
| Summit Creek Advisors LLC | 1.37% | Add +3.3% | 374,597 | $10.9M |
| Rice Hall James & Associates, LLC | 0.61% | Reduce -2.3% | 367,957 | $10.7M |
| Rock Point Advisors, LLC | 2.74% | Reduce -3.6% | 317,695 | $9.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.5% | 282,778 | $8.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 276,331 | $8.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 245,759 | $7.1M |
| State Street Corp. | 0.00% | Add +2.5% | 224,176 | $6.5M |
| RBF Capital, LLC | 0.31% | No change | 188,559 | $5.5M |
| Redwood Grove Capital, LLC | 1.61% | No change | 178,511 | $5.2M |
| Bard Associates Inc. | 1.45% | Reduce -1.1% | 139,248 | $4.0M |
| Essex Investment Management Co. LLC | 0.77% | Add +1.6% | 135,336 | $3.9M |
| Kennedy Capital Management LLC | 0.07% | Reduce -31.9% | 111,166 | $3.2M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 79,400 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -7.6% | 75,901 | $2.2M |
| Millennium Management | 0.00% | New | 61,726 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Add +15.9% | 56,265 | $1.6M |
| Conestoga Capital Advisors, LLC | 0.02% | Add +1.0% | 55,823 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.2% | 55,502 | $1.6M |
| Teton Advisors, Inc. | 0.57% | Reduce -5.3% | 54,000 | $1.6M |
| Legato Capital Management LLC | 0.19% | No change | 53,662 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Add +62.0% | 53,652 | $1.6M |
| Marshall Wace, LLP | 0.00% | Add +58.6% | 51,101 | $1.5M |
| Citadel Advisors | 0.00% | Add +41.4% | 47,196 | $1.4M |
| Quadrature Capital Ltd | 0.02% | Add +85.6% | 46,531 | $1.3M |
| Tidal Investments LLC | 0.02% | New | 42,754 | $1.2M |
| Invesco Ltd. | 0.00% | Add +25.0% | 41,016 | $1.2M |
| Jefferies Financial Group Inc. | 0.02% | New | 35,952 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 35,438 | $1.0M |
| Storebrand Asset Management As | 0.00% | Reduce -4.4% | 35,151 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +83.7% | 34,014 | $986K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.8% | 34,000 | $986K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 33,889 | $982K |
| Informed Momentum Co LLC | 0.14% | New | 32,095 | $930K |
| Nuveen Asset Management, LLC | 0.00% | No change | 30,201 | $876K |
| First Trust Advisors LP | 0.00% | Add +12.6% | 25,830 | $749K |
| Gabelli Funds LLC | 0.01% | No change | 24,000 | $696K |
| State of Wisconsin Investment Board | 0.00% | Reduce -15.0% | 23,800 | $690K |
| Wulff, Hansen & Co. | 0.67% | Add +19.3% | 23,165 | $672K |
| Two Sigma Investments, LP | 0.00% | Add +16.1% | 22,293 | $646K |
| Rhumbline Advisers | 0.00% | Add +5.8% | 18,676 | $541K |
| UBS Group AG | 0.00% | Reduce -1.0% | 18,448 | $535K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +66.0% | 18,068 | $524K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,792 | $487K |
| Los Angeles Capital Management LLC | 0.00% | Add +16.2% | 16,703 | $484K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 16,700 | $484K |
| Squarepoint Ops LLC | 0.00% | Add +54.3% | 14,955 | $434K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 14,506 | $421K |
| Providence First Trust Co | 0.18% | No change | 14,097 | $409K |
| STRS Ohio | 0.00% | Reduce -29.8% | 13,400 | $388K |
| Connors Investor Services Inc. | 0.04% | No change | 12,672 | $367K |
| Renaissance Technologies | 0.00% | New | 12,600 | $365K |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 12,107 | $351K |
| Jane Street Group, LLC | 0.00% | New | 11,578 | $336K |
| Sei Investments Co. | 0.00% | No change | 11,511 | $334K |
| Osaic Holdings, Inc. | 0.00% | Add +10.0% | 11,180 | $324K |
| Trexquant Investment LP | 0.01% | Reduce -28.6% | 10,163 | $295K |
| Comerica Bank | 0.00% | Add +4.2% | 9,864 | $286K |
| Barclays PLC | 0.00% | Reduce -42.7% | 9,636 | $279K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 9,451 | $274K |
| Susquehanna International Group, LLP | 0.00% | New | 8,369 | $243K |
| Gsa Capital Partners LLP | 0.02% | New | 8,223 | $238K |
| Perritt Capital Management Inc | 0.13% | No change | 8,000 | $232K |
| Bank of America Corp. | 0.00% | Reduce -48.3% | 7,687 | $223K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.7% | 7,325 | $212K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,156 | $207K |
| Federated Hermes, Inc. | 0.00% | Add +1.0% | 6,979 | $202K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 6,926 | $201K |
| Lazard Asset Management LLC | 0.00% | Add +73.6% | 6,800 | $197K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -78.0% | 6,600 | $191K |
| BNP Paribas Financial Markets | 0.00% | Add +82.5% | 6,080 | $176K |
| American International Group, Inc. | 0.00% | Add +0.3% | 6,078 | $176K |
| Deutsche Bank AG | 0.00% | Add +4.3% | 5,599 | $162K |
| New York State Common Retirement Fund | 0.00% | No change | 5,200 | $151K |
| SG Americas Securities, LLC | 0.00% | Reduce -35.1% | 4,399 | $128K |
| Wells Fargo & Company | 0.00% | Add +16.0% | 4,362 | $126K |
| EntryPoint Capital, LLC | 0.08% | New | 3,104 | $90K |
| Acadian Asset Management LLC | 0.00% | Add +168.3% | 2,750 | $78K |
| Citigroup Inc. | 0.00% | Add +32.2% | 2,318 | $67K |
| California State Teachers Retirement System | 0.00% | Reduce -38.2% | 1,240 | $36K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,060 | $31K |
| Legal & General Group Plc | 0.00% | No change | 976 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 898 | $26K |
| Metropolitan Life Insurance Co | 0.00% | No change | 637 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 600 | $17K |
| FMR LLC | 0.00% | Reduce -9.0% | 588 | $17K |
| Simplex Trading, LLC | 0.00% | New | 455 | $13K |
| Amalgamated Bank | 0.00% | Reduce -61.3% | 388 | $11K |
| Point72 (DIFC) Ltd | 0.00% | — | 233 | $7K |
| NewEdge Advisors, LLC | 0.00% | New | 201 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.4% | 147 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.4% | 63 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 2 | $58 |
| Allworth Financial LP | 0.00% | No change | 1 | $29 |
| Avior Wealth Management, LLC | 0.00% | New | 1 | $28 |
| Cwm, LLC | 0.00% | No change | 9 | $0 |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.