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

0100200300 Q1 2024: 101Q1 2024Q2 2024: 110Q2 2024Q3 2024: 143Q3 2024Q4 2024: 155Q4 2024Q1 2025: 171Q1 2025Q2 2025: 190Q2 2025Q3 2025: 256Q3 2025Q4 2025: 267Q4 2025Q1 2026: 256Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions20$6.4M
Exits13$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
Amalgamated Bank 0.00% No change 388 $11K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -79.1% 222 $6K
Aquatic Capital Management LLC 0.00% New 200 $6K
PNC Financial Services Group, Inc. 0.00% No change 63 $2K
Quadrant Capital Group LLC 0.00% New 29 $837
Nisa Investment Advisors, LLC 0.00% New 20 $577
Russell Investments Group, Ltd. 0.00% New 18 $519
North Star Investment Management Corp. 0.00% No change 2 $58
Allworth Financial LP 0.00% No change 1 $33
Covestor Ltd 0.00% New 16 $0

"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.