Willdan GroupWLDN
13F holders, Q2 2024 (June 30)110holders +9
20new positions
13sold out
6famous investors
$28.85avg. 13F price*
At the end of Q2 2024, 110 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 9 from Q1 2024. 20 opened new positions and 13 sold out. The largest holders were Amundi ($46.9M), Forager Capital Management, LLC ($41.7M) and BlackRock Inc. ($26.5M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Willdan Group Inc.
- CUSIP
- 96924N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.4M |
| Exits | 13 | $2.6M |
All 13F filers, Q1 2024 → Q2 2024: 882,657 shares bought and 912,966 shares sold, net −30,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Amundi | 0.02% | Reduce -7.2% | 1,626,627 | $46.9M |
| Forager Capital Management, LLC | 17.84% | Reduce -24.0% | 1,443,995 | $41.7M |
| BlackRock Inc. | 0.00% | Add +4.2% | 918,361 | $26.5M |
| Vanguard Group Inc. | 0.00% | Add +2.2% | 658,064 | $19.0M |
| Swedbank AB | 0.02% | No change | 435,600 | $12.6M |
| Handelsbanken Fonder AB | 0.05% | No change | 407,717 | $11.8M |
| Rice Hall James & Associates, LLC | 0.62% | Reduce -3.4% | 355,546 | $10.3M |
| Summit Creek Advisors LLC | 1.40% | Reduce -5.2% | 355,189 | $10.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +14.6% | 324,145 | $9.4M |
| Geode Capital Management, LLC | 0.00% | Add +6.1% | 293,283 | $8.5M |
| Rock Point Advisors, LLC | 2.38% | Reduce -13.5% | 274,934 | $7.9M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 242,763 | $7.0M |
| State Street Corp. | 0.00% | Add +4.4% | 234,087 | $6.8M |
| RBF Capital, LLC | 0.32% | No change | 188,559 | $5.4M |
| Redwood Grove Capital, LLC | 1.61% | No change | 178,511 | $5.2M |
| Essex Investment Management Co. LLC | 0.84% | Add +14.7% | 155,223 | $4.5M |
| Bard Associates Inc. | 1.52% | Reduce -1.3% | 137,498 | $4.0M |
| Morgan Stanley | 0.00% | Add +195.8% | 104,809 | $3.0M |
| Millennium Management | 0.00% | Add +68.9% | 104,259 | $3.0M |
| Citadel Advisors | 0.00% | Add +110.1% | 99,152 | $2.9M |
| Kornitzer Capital Management Inc. | 0.04% | No change | 79,400 | $2.3M |
| Oberweis Asset Management Inc./ | 0.14% | New | 79,100 | $2.3M |
| Marshall Wace, LLP | 0.00% | Add +52.9% | 78,110 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 75,009 | $2.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +136.3% | 71,361 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Add +19.1% | 63,882 | $1.8M |
| Kennedy Capital Management LLC | 0.04% | Reduce -48.7% | 57,074 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Add +0.5% | 56,557 | $1.6M |
| Conestoga Capital Advisors, LLC | 0.02% | Reduce -0.4% | 55,613 | $1.6M |
| Renaissance Technologies | 0.00% | Add +339.9% | 55,426 | $1.6M |
| Acadian Asset Management LLC | 0.00% | Add +1905.2% | 55,144 | $1.6M |
| Legato Capital Management LLC | 0.21% | No change | 53,662 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 52,700 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +483.9% | 48,868 | $1.4M |
| Los Angeles Capital Management LLC | 0.00% | Add +155.0% | 42,598 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +64.9% | 42,590 | $1.2M |
| Teton Advisors, Inc. | 0.52% | Reduce -22.2% | 42,000 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 41,887 | $1.2M |
| AQR Capital Management | 0.00% | New | 37,978 | $1.1M |
| Trexquant Investment LP | 0.02% | Add +263.2% | 36,911 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.0% | 35,569 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -16.2% | 34,353 | $991K |
| Victory Capital Management Inc. | 0.00% | Add +0.7% | 34,250 | $988K |
| Informed Momentum Co LLC | 0.15% | Add +0.8% | 32,347 | $933K |
| Storebrand Asset Management As | 0.00% | Reduce -11.2% | 31,199 | $900K |
| Goldman Sachs Group Inc. | 0.00% | Add +79.9% | 30,205 | $871K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +61.7% | 29,218 | $843K |
| Two Sigma Investments, LP | 0.00% | Add +16.7% | 26,024 | $751K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 25,000 | $707K |
| Wulff, Hansen & Co. | 0.66% | No change | 23,165 | $668K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -38.0% | 22,282 | $643K |
| Rhumbline Advisers | 0.00% | Add +9.7% | 20,494 | $591K |
| Gabelli Funds LLC | 0.00% | Reduce -16.7% | 20,000 | $577K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | New | 18,465 | $533K |
| Lazard Asset Management LLC | 0.00% | Add +155.1% | 17,346 | $500K |
| Qube Research & Technologies Ltd | 0.00% | Add +132.8% | 17,050 | $492K |
| State of Wisconsin Investment Board | 0.00% | Reduce -29.6% | 16,747 | $483K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 16,700 | $482K |
| UBS Group AG | 0.00% | Reduce -18.1% | 15,108 | $436K |
| Jane Street Group, LLC | 0.00% | Add +28.7% | 14,905 | $430K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 14,559 | $420K |
| Providence First Trust Co | 0.18% | No change | 14,097 | $407K |
| Quadrature Capital Ltd | 0.01% | Reduce -72.4% | 12,837 | $368K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 12,532 | $362K |
| American Century Companies Inc. | 0.00% | New | 12,501 | $361K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 11,510 | $332K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 10,541 | $304K |
| Connors Investor Services Inc. | 0.03% | Reduce -18.1% | 10,372 | $299K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +9.3% | 10,328 | $298K |
| Bank of America Corp. | 0.00% | Add +31.6% | 10,115 | $292K |
| Comerica Bank | 0.00% | Add +0.5% | 9,911 | $286K |
| Bank of Montreal | 0.00% | New | 7,701 | $239K |
| Magnetar Financial LLC | 0.01% | New | 8,153 | $235K |
| Sei Investments Co. | 0.00% | Reduce -30.2% | 8,035 | $232K |
| Perritt Capital Management Inc | 0.13% | No change | 8,000 | $231K |
| MetLife Investment Management, LLC | 0.00% | Add +8.9% | 7,793 | $225K |
| Occudo Quantitative Strategies LP | 0.04% | New | 7,303 | $211K |
| Alliancebernstein L.P. | 0.00% | New | 7,080 | $204K |
| Federated Hermes, Inc. | 0.00% | No change | 6,979 | $201K |
| Corebridge Financial, Inc. | 0.00% | — | 6,772 | $195K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 6,600 | $190K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 6,508 | $188K |
| Wells Fargo & Company | 0.00% | Add +29.5% | 5,650 | $163K |
| STRS Ohio | 0.00% | Reduce -59.0% | 5,500 | $159K |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.0% | 5,412 | $156K |
| Deutsche Bank AG | 0.00% | Reduce -4.0% | 5,372 | $155K |
| New York State Common Retirement Fund | 0.00% | Add +2.0% | 5,304 | $153K |
| Barclays PLC | 0.00% | Reduce -48.1% | 5,004 | $144K |
| Citigroup Inc. | 0.00% | Add +23.4% | 2,860 | $83K |
| State of Wyoming | 0.01% | New | 2,628 | $76K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1520.4% | 2,382 | $69K |
| Legal & General Group Plc | 0.00% | Add +110.5% | 2,055 | $59K |
| ProShare Advisors LLC | 0.00% | New | 1,652 | $48K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +36.8% | 1,228 | $35K |
| New York State Teachers Retirement System | 0.00% | New | 1,129 | $33K |
| California State Teachers Retirement System | 0.00% | Reduce -26.4% | 912 | $26K |
| FMR LLC | 0.00% | Add +50.9% | 887 | $26K |
| Point72 Asset Management | 0.00% | New | 763 | $22K |
| Cwm, LLC | 0.00% | Add +7522.2% | 686 | $20K |
| nVerses Capital, LLC | 0.01% | New | 400 | $12K |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.