Willdan GroupWLDN
13F holders, Q3 2024 (September 30)143holders +33
45new positions
13sold out
6famous investors
$41.00avg. 13F price*
At the end of Q3 2024, 143 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 33 from Q2 2024. 45 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($39.3M), Amundi ($35.1M) and Forager Capital Management, LLC ($32.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $40.9M |
| Exits | 13 | $9.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,003,700 shares bought and 2,174,626 shares sold, net −170,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| BlackRock, Inc. | 0.00% | — | 960,849 | $39.3M |
| Amundi | 0.01% | Reduce -47.9% | 847,284 | $35.1M |
| Forager Capital Management, LLC | 12.94% | Reduce -44.4% | 803,209 | $32.9M |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 701,723 | $28.7M |
| Handelsbanken Fonder AB | 0.07% | No change | 407,717 | $16.7M |
| Lord, Abbett & Co. LLC | 0.05% | New | 381,132 | $15.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +14.2% | 370,102 | $15.2M |
| Swedbank AB | 0.02% | Reduce -15.2% | 369,200 | $15.1M |
| Summit Creek Advisors LLC | 2.00% | Add +1.1% | 359,034 | $14.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 294,797 | $12.1M |
| Rice Hall James & Associates, LLC | 0.54% | Reduce -30.9% | 245,543 | $10.1M |
| State Street Corp. | 0.00% | Add +2.6% | 240,265 | $9.8M |
| Acadian Asset Management LLC | 0.03% | Add +302.6% | 221,980 | $9.1M |
| Rock Point Advisors, LLC | 2.27% | Reduce -26.0% | 203,422 | $8.3M |
| RBF Capital, LLC | 0.39% | Reduce -2.1% | 184,600 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -28.1% | 174,655 | $7.2M |
| Essex Investment Management Co. LLC | 1.11% | Add +0.3% | 155,761 | $6.4M |
| Millennium Management | 0.01% | Add +41.8% | 147,798 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 147,574 | $6.0M |
| First Trust Advisors LP | 0.01% | Add +239.8% | 144,739 | $5.9M |
| Bard Associates Inc. | 1.89% | Reduce -1.6% | 135,348 | $5.5M |
| Renaissance Technologies | 0.01% | Add +119.9% | 121,900 | $5.0M |
| Invesco Ltd. | 0.00% | Add +222.1% | 110,646 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -0.6% | 98,590 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 89,993 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +194.1% | 88,837 | $3.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +23.6% | 88,171 | $3.6M |
| Marshall Wace, LLP | 0.00% | Add +8.3% | 84,563 | $3.5M |
| Oberweis Asset Management Inc./ | 0.17% | No change | 79,100 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +82.8% | 76,586 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 75,079 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 72,522 | $3.0M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -18.9% | 64,400 | $2.6M |
| Divisadero Street Capital Management, LP | 0.33% | New | 62,537 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | New | 62,100 | $2.5M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +493.6% | 61,310 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -5.5% | 60,357 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +328644.4% | 59,174 | $2.4M |
| Kennedy Capital Management LLC | 0.05% | Reduce -1.4% | 56,286 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -2.3% | 55,285 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +28.9% | 54,902 | $2.2M |
| Legato Capital Management LLC | 0.27% | Add +0.2% | 53,777 | $2.2M |
| Trexquant Investment LP | 0.03% | Add +34.6% | 49,671 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +56.1% | 45,612 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +165.6% | 45,281 | $1.9M |
| AQR Capital Management | 0.00% | Add +18.3% | 44,917 | $1.8M |
| Conestoga Capital Advisors, LLC | 0.02% | Reduce -20.5% | 44,213 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.2% | 43,096 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.7% | 36,533 | $1.5M |
| Informed Momentum Co LLC | 0.20% | No change | 32,347 | $1.3M |
| Teton Advisors, Inc. | 0.60% | Reduce -23.8% | 32,000 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -8.7% | 31,274 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +76.6% | 30,633 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +3.6% | 26,963 | $1.1M |
| Storebrand Asset Management As | 0.00% | Reduce -18.0% | 25,595 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +364.5% | 25,139 | $1.0M |
| Citigroup Inc. | 0.00% | Add +718.1% | 23,398 | $958K |
| Osaic Holdings, Inc. | 0.00% | Add +100.1% | 23,031 | $943K |
| Wulff, Hansen & Co. | 0.83% | Reduce -3.1% | 22,451 | $919K |
| Inspire Investing, LLC | 0.09% | New | 20,889 | $855K |
| Sei Investments Co. | 0.00% | Add +157.1% | 20,661 | $846K |
| American Century Companies Inc. | 0.00% | Add +63.1% | 20,394 | $835K |
| Jane Street Group, LLC | 0.00% | Add +33.3% | 19,873 | $814K |
| Rhumbline Advisers | 0.00% | Reduce -4.4% | 19,597 | $802K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | No change | 18,465 | $756K |
| UBS Group AG | 0.00% | Add +15.5% | 17,445 | $714K |
| Barclays PLC | 0.00% | Add +245.7% | 17,301 | $708K |
| Gabelli Funds LLC | 0.01% | Reduce -15.0% | 17,000 | $696K |
| Quadrature Capital Ltd | 0.02% | Add +31.4% | 16,866 | $691K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 16,106 | $660K |
| Stifel Financial Corp. | 0.00% | Add +10.1% | 16,033 | $657K |
| Jump Financial, LLC | 0.01% | New | 15,730 | $644K |
| Calamos Advisors LLC | 0.00% | New | 15,712 | $643K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,624 | $599K |
| Semanteon Capital Management, LP | 0.39% | New | 14,134 | $579K |
| Envestnet Asset Management Inc. | 0.00% | New | 13,502 | $553K |
| State of Wisconsin Investment Board | 0.00% | Reduce -23.8% | 12,755 | $522K |
| Occudo Quantitative Strategies LP | 0.09% | Add +65.0% | 12,048 | $493K |
| Man Group plc | 0.00% | New | 11,394 | $467K |
| Comerica Bank | 0.00% | Add +5.9% | 10,492 | $430K |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 10,073 | $412K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -22.3% | 9,733 | $399K |
| State of Wyoming | 0.06% | Add +259.2% | 9,440 | $387K |
| Alps Advisors Inc. | 0.00% | New | 9,200 | $377K |
| AlphaQuest LLC | 0.03% | New | 9,102 | $373K |
| Centiva Capital, LP | 0.02% | New | 8,958 | $367K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 8,906 | $365K |
| Ausbil Investment Management Ltd | 0.12% | New | 8,592 | $352K |
| Franklin Resources Inc. | 0.00% | New | 7,987 | $351K |
| Point72 Asset Management | 0.00% | Add +963.4% | 8,114 | $332K |
| Perritt Capital Management Inc | 0.17% | No change | 8,000 | $328K |
| Connors Investor Services Inc. | 0.03% | Reduce -22.9% | 8,000 | $328K |
| Navellier & Associates Inc. | 0.04% | New | 7,813 | $320K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,793 | $319K |
| STRS Ohio | 0.00% | Add +40.0% | 7,700 | $315K |
| Deutsche Bank AG | 0.00% | Add +42.0% | 7,627 | $312K |
| Verition Fund Management LLC | 0.00% | New | 7,589 | $311K |
| SG Americas Securities, LLC | 0.00% | New | 7,574 | $310K |
| Principal Financial Group Inc. | 0.00% | New | 7,530 | $308K |
| Federated Hermes, Inc. | 0.00% | Add +1.4% | 7,075 | $290K |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.