Willdan GroupWLDN
13F holders, Q4 2024 (December 31)155holders +12
29new positions
17sold out
6famous investors
$38.09avg. 13F price*
At the end of Q4 2024, 155 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 12 from Q3 2024. 29 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($43.2M), Vanguard Group Inc. ($28.6M) and Forager Capital Management, LLC ($16.8M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Willdan Group Inc.
- CUSIP
- 96924N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $17.6M |
| Exits | 17 | $41.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,866,865 shares bought and 2,102,475 shares sold, net −235,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| BlackRock, Inc. | 0.00% | Add +18.1% | 1,134,311 | $43.2M |
| Vanguard Group Inc. | 0.00% | Add +7.2% | 751,985 | $28.6M |
| Forager Capital Management, LLC | 7.03% | Reduce -45.2% | 440,439 | $16.8M |
| Lord, Abbett & Co. LLC | 0.05% | Add +13.4% | 432,135 | $16.5M |
| Acadian Asset Management LLC | 0.05% | Add +93.3% | 429,176 | $16.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +13.3% | 419,319 | $16.0M |
| Handelsbanken Fonder AB | 0.06% | No change | 407,717 | $15.5M |
| Summit Creek Advisors LLC | 1.83% | Add +1.7% | 365,153 | $13.9M |
| Swedbank AB | 0.01% | Reduce -15.9% | 310,600 | $11.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 296,398 | $11.3M |
| State Street Corp. | 0.00% | Add +3.5% | 248,699 | $9.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +136.0% | 208,059 | $7.9M |
| Valiant Capital Management, L.P. | 1.02% | New | 200,897 | $7.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +32.6% | 195,668 | $7.5M |
| Rock Point Advisors, LLC | 2.10% | Reduce -7.0% | 189,282 | $7.2M |
| RBF Capital, LLC | 0.37% | Add +0.5% | 185,543 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +2934.0% | 175,334 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.7% | 158,717 | $6.0M |
| First Trust Advisors LP | 0.01% | Add +8.2% | 156,545 | $6.0M |
| Essex Investment Management Co. LLC | 0.95% | Reduce -11.4% | 138,007 | $5.3M |
| Millennium Management | 0.00% | Reduce -8.4% | 135,352 | $5.2M |
| Bard Associates Inc. | 1.74% | Reduce -0.5% | 134,682 | $5.1M |
| Northern Trust Corp. | 0.00% | Reduce -26.7% | 127,986 | $4.9M |
| Rice Hall James & Associates, LLC | 0.25% | Reduce -51.5% | 118,992 | $4.5M |
| Renaissance Technologies | 0.01% | Reduce -5.1% | 115,700 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +106.8% | 93,654 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +47.0% | 91,269 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +23.2% | 89,354 | $3.4M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +40.9% | 86,371 | $3.3M |
| Trexquant Investment LP | 0.04% | Add +72.7% | 85,782 | $3.3M |
| AQR Capital Management | 0.00% | Add +91.0% | 85,770 | $3.3M |
| Oberweis Asset Management Inc./ | 0.14% | Add +1.3% | 80,100 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 74,604 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -23.9% | 68,444 | $2.6M |
| Alliancebernstein L.P. | 0.00% | New | 62,732 | $2.4M |
| UBS Group AG | 0.00% | Add +236.6% | 58,715 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 58,047 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.2% | 55,728 | $2.1M |
| Divisadero Street Capital Management, LP | 0.26% | Reduce -11.5% | 55,328 | $2.1M |
| Kennedy Capital Management LLC | 0.05% | Reduce -2.8% | 54,708 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -4.1% | 53,031 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +54.5% | 47,336 | $1.8M |
| Conestoga Capital Advisors, LLC | 0.02% | Reduce -0.3% | 44,093 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +18.5% | 43,287 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -21.5% | 43,107 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 41,589 | $1.6M |
| Legato Capital Management LLC | 0.20% | Reduce -23.5% | 41,129 | $1.6M |
| Ausbil Investment Management Ltd | 0.88% | Add +341.2% | 37,910 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | Reduce -41.5% | 37,700 | $1.4M |
| Sei Investments Co. | 0.00% | Add +70.0% | 35,119 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +358.0% | 34,935 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -28.6% | 32,574 | $1.2M |
| Man Group plc | 0.00% | Add +180.2% | 31,924 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -63.2% | 31,101 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.5% | 29,850 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +220.4% | 29,480 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -71.5% | 28,142 | $1.1M |
| Citigroup Inc. | 0.00% | Add +12.6% | 26,347 | $1.0M |
| American Century Companies Inc. | 0.00% | Add +26.4% | 25,784 | $982K |
| HRT Financial LP | 0.01% | New | 25,772 | $981K |
| Storebrand Asset Management As | 0.00% | No change | 25,595 | $975K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.5% | 25,477 | $970K |
| Susquehanna International Group, LLP | 0.00% | New | 23,121 | $881K |
| Barclays PLC | 0.00% | Add +32.5% | 22,924 | $873K |
| Wulff, Hansen & Co. | 0.82% | Add +1.6% | 22,821 | $869K |
| Invesco Ltd. | 0.00% | Reduce -79.5% | 22,641 | $862K |
| Bank of America Corp. | 0.00% | Add +116.8% | 21,843 | $832K |
| Inspire Investing, LLC | 0.09% | Add +2.4% | 21,390 | $815K |
| Rhumbline Advisers | 0.00% | Add +2.9% | 20,159 | $768K |
| Teton Advisors, Inc. | 0.40% | Reduce -37.5% | 20,000 | $762K |
| Summit Global Investments | 0.05% | New | 19,905 | $758K |
| D. E. Shaw & Co. | 0.00% | Reduce -68.8% | 18,839 | $718K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.7% | 18,673 | $711K |
| Jump Financial, LLC | 0.02% | Add +17.0% | 18,400 | $701K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.4% | 17,877 | $681K |
| Whittier Trust Co. | 0.01% | New | 16,836 | $641K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 16,526 | $629K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 16,494 | $628K |
| Balyasny Asset Management L.P. | 0.00% | New | 15,930 | $607K |
| Calamos Advisors LLC | 0.00% | Reduce -4.1% | 15,067 | $574K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.9% | 14,314 | $545K |
| SG Americas Securities, LLC | 0.00% | Add +83.9% | 13,927 | $530K |
| CenterBook Partners LP | 0.03% | New | 12,292 | $468K |
| EntryPoint Capital, LLC | 0.19% | New | 11,590 | $441K |
| Squarepoint Ops LLC | 0.00% | Add +126.8% | 11,280 | $430K |
| Comerica Bank | 0.00% | No change | 10,492 | $400K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 10,359 | $395K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 9,839 | $375K |
| State of Wisconsin Investment Board | 0.00% | Reduce -23.5% | 9,755 | $372K |
| Verition Fund Management LLC | 0.00% | Add +20.7% | 9,160 | $349K |
| Perritt Capital Management Inc | 0.18% | Add +12.5% | 9,000 | $343K |
| HSBC Holdings PLC | 0.00% | New | 8,813 | $336K |
| Jane Street Group, LLC | 0.00% | Reduce -58.4% | 8,271 | $315K |
| Principal Financial Group Inc. | 0.00% | Add +9.0% | 8,207 | $313K |
| Navellier & Associates Inc. | 0.04% | Add +4.4% | 8,154 | $311K |
| Gabelli Funds LLC | 0.00% | Reduce -52.9% | 8,000 | $305K |
| Franklin Resources Inc. | 0.00% | No change | 7,987 | $304K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,793 | $297K |
| Integrated Quantitative Investments LLC | 0.14% | — | 7,580 | $289K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 7,218 | $275K |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.