Willdan GroupWLDN

13F holders, Q1 2025 (March 31)
171holders +16
30new positions
14sold out
7famous investors
$40.72avg. 13F price*

At the end of Q1 2025, 171 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 16 from Q4 2024. 30 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($46.4M), Vanguard Group Inc. ($31.5M) and Forager Capital Management, LLC ($25.8M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$14.2M
Exits14$3.2M

All 13F filers, Q4 2024 → Q1 2025: 1,389,918 shares bought and 966,723 shares sold, net +423,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

BlackRock, Inc. 0.00% Add +0.3% 1,138,289 $46.4M
Vanguard Group Inc. 0.00% Add +3.0% 774,212 $31.5M
Forager Capital Management, LLC 12.74% Add +43.6% 632,384 $25.8M
Dimensional Fund Advisors LP 0.00% Add +14.3% 479,447 $19.5M
Acadian Asset Management LLC 0.05% Reduce -1.6% 422,318 $17.2M
Summit Creek Advisors LLC 2.17% Reduce -0.1% 364,737 $14.9M
Geode Capital Management, LLC 0.00% Add +3.0% 305,191 $12.4M
Nuveen, LLC 0.00% — 253,264 $10.3M
State Street Corp. 0.00% Add +0.4% 249,775 $10.2M
Lord, Abbett & Co. LLC 0.04% Reduce -43.1% 245,717 $10.0M
Swedbank AB 0.01% Reduce -30.4% 216,200 $8.8M
Goldman Sachs Group Inc. 0.00% Add +35.1% 214,421 $8.7M
Valiant Capital Management, L.P. 0.87% Reduce -1.3% 198,321 $8.1M
RBF Capital, LLC 0.48% No change 185,543 $7.6M
Wells Fargo & Company 0.00% Add +5.3% 184,652 $7.5M
Rock Point Advisors, LLC 2.28% Reduce -4.0% 181,707 $7.4M
Handelsbanken Fonder AB 0.03% Reduce -56.3% 178,384 $7.3M
Divisadero Street Capital Management, LP 0.81% Add +210.7% 171,922 $7.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -15.7% 164,915 $6.7M
Allspring Global Investments Holdings, LLC 0.01% Add +77.3% 158,401 $6.5M
Qube Research & Technologies Ltd 0.01% Add +63.3% 152,954 $6.2M
First Trust Advisors LP 0.01% Reduce -5.0% 148,764 $6.1M
Essex Investment Management Co. LLC 1.16% Reduce -0.7% 137,090 $5.6M
Bard Associates Inc. 2.05% Reduce -0.1% 134,584 $5.5M
Renaissance Technologies 0.01% Add +11.1% 128,500 $5.2M
Northern Trust Corp. 0.00% Reduce -1.8% 125,696 $5.1M
Pacer Advisors, Inc. 0.01% New 115,111 $4.7M
Rice Hall James & Associates, LLC 0.27% Reduce -4.8% 113,233 $4.6M
Oberweis Asset Management Inc./ 0.22% Add +37.5% 110,100 $4.5M
Trexquant Investment LP 0.05% Add +27.2% 109,096 $4.4M
Lazard Asset Management LLC 0.01% Add +90.7% 90,271 $3.7M
Morgan Stanley 0.00% Add +27.8% 87,500 $3.6M
Invesco Ltd. 0.00% Add +277.7% 85,515 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -9.7% 82,399 $3.4M
JPMorgan Chase & Co. 0.00% Add +41.1% 78,632 $3.2M
Royal Bank of Canada 0.00% Add +3.2% 76,990 $3.1M
AQR Capital Management 0.00% Reduce -13.9% 73,838 $3.0M
Tudor Investment Corporation 0.02% New 65,909 $2.7M
Two Sigma Investments, LP 0.01% Add +130.5% 58,724 $2.4M
Cubist Systematic Strategies, LLC 0.03% Reduce -32.4% 58,383 $2.4M
Alliancebernstein L.P. 0.00% Reduce -9.9% 56,532 $2.3M
Kennedy Capital Management LLC 0.05% Reduce -3.2% 52,963 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -1.6% 52,170 $2.1M
UBS Group AG 0.00% Reduce -19.6% 47,218 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +42.4% 46,393 $1.9M
Kornitzer Capital Management Inc. 0.04% Add +20.2% 45,300 $1.8M
Conestoga Capital Advisors, LLC 0.03% No change 44,093 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -27.6% 42,022 $1.7M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 41,409 $1.7M
Legato Capital Management LLC 0.22% Reduce -1.2% 40,636 $1.7M
Los Angeles Capital Management LLC 0.01% Reduce -6.4% 40,367 $1.6M
Squarepoint Ops LLC 0.00% Add +248.5% 39,313 $1.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -13.9% 37,255 $1.5M
Victory Capital Management Inc. 0.00% Add +21.4% 36,249 $1.5M
Deutsche Bank AG 0.00% Reduce -3.2% 33,821 $1.4M
Citadel Advisors 0.00% Add +19.9% 33,748 $1.4M
Man Group plc 0.00% Add +5.4% 33,654 $1.4M
Balyasny Asset Management L.P. 0.00% Add +107.7% 33,086 $1.3M
Bank of America Corp. 0.00% Add +37.4% 30,019 $1.2M
Sei Investments Co. 0.00% Reduce -18.2% 28,719 $1.2M
American Century Companies Inc. 0.00% Add +10.6% 28,516 $1.2M
Millennium Management 0.00% Reduce -80.9% 25,822 $1.1M
Storebrand Asset Management As 0.00% No change 25,595 $1.0M
Jane Street Group, LLC 0.00% Add +205.9% 25,302 $1.0M
D. E. Shaw & Co. 0.00% Add +33.8% 25,197 $1.0M
Envestnet Asset Management Inc. 0.00% Add +34.3% 24,002 $977K
Wulff, Hansen & Co. 0.88% Add +4.0% 23,737 $967K
Whittier Trust Co. 0.01% Add +34.5% 22,636 $922K
Marshall Wace, LLP 0.00% Reduce -30.7% 21,548 $877K
Alps Advisors Inc. 0.01% Reduce -27.9% 21,260 $866K
Citigroup Inc. 0.00% Reduce -21.9% 20,590 $838K
Rhumbline Advisers 0.00% Reduce -3.7% 19,406 $790K
Two Sigma Advisers, LP 0.00% New 19,400 $790K
Barclays PLC 0.00% Reduce -17.4% 18,932 $771K
Hillsdale Investment Management Inc. 0.04% Add +175.8% 18,670 $760K
Summit Global Investments 0.05% Reduce -7.3% 18,451 $751K
Inspire Investing, LLC 0.09% Reduce -16.2% 17,928 $730K
Martingale Asset Management L P 0.02% New 17,668 $719K
Susquehanna International Group, LLP 0.00% Reduce -23.6% 17,660 $719K
Jump Financial, LLC 0.01% Reduce -8.3% 16,864 $687K
Militia Capital Partners, LP 0.53% New 16,000 $652K
Stifel Financial Corp. 0.00% Reduce -5.2% 15,639 $637K
Osaic Holdings, Inc. 0.00% Add +9.2% 15,630 $636K
Teton Advisors, Inc. 0.39% Reduce -25.0% 15,000 $611K
Janney Montgomery Scott LLC 0.00% Reduce -23.4% 14,306 $583K
Verition Fund Management LLC 0.00% Add +47.8% 13,535 $551K
HSBC Holdings PLC 0.00% Add +48.5% 13,087 $533K
FMR LLC 0.00% Add +222.2% 12,828 $522K
Semanteon Capital Management, LP 0.28% New 12,605 $513K
BNP Paribas Financial Markets 0.00% Add +74.0% 12,435 $506K
Caption Management, LLC 0.02% New 12,032 $490K
State of Wisconsin Investment Board 0.00% Add +21.5% 11,855 $483K
Chase Investment Counsel Corp. 0.17% New 11,599 $472K
OMERS ADMINISTRATION Corp 0.00% New 11,300 $460K
Perritt Capital Management Inc 0.25% Add +22.2% 11,000 $448K
T. Rowe Price Associates Inc. 0.00% Add +5.0% 10,882 $444K
Comerica Bank 0.00% Reduce -2.5% 10,228 $417K
CenterBook Partners LP 0.03% Reduce -17.5% 10,139 $413K
Counterpoint Mutual Funds LLC 0.06% New 9,914 $404K
HRT Financial LP 0.00% Reduce -61.5% 9,919 $403K
Meeder Asset Management Inc. 0.03% Add +193.1% 9,627 $392K
Wedbush Securities Inc. 0.01% Add +36.9% 9,380 $382K
Mackenzie Financial Corp. 0.00% Add +22.4% 8,604 $350K
Principal Financial Group Inc. 0.00% Add +3.9% 8,526 $347K
STRS Ohio 0.00% Add +57.7% 8,200 $334K
Bailard, Inc. 0.01% Add +23.1% 8,000 $326K
Franklin Resources Inc. 0.00% No change 7,987 $325K
Navellier & Associates Inc. 0.04% Reduce -2.1% 7,982 $316K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 7,670 $312K
Dynamic Technology Lab Private Ltd 0.04% Reduce -53.7% 7,654 $311K
SG Americas Securities, LLC 0.00% Reduce -45.1% 7,644 $311K
Integrated Quantitative Investments LLC 0.15% Reduce -0.5% 7,543 $307K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.3% 7,530 $307K
Intech Investment Management LLC 0.00% New 7,520 $306K
Quadrature Capital Ltd 0.01% New 7,468 $304K
Sherbrooke Park Advisers LLC 0.13% Reduce -28.3% 7,052 $287K
Graham Capital Management, L.P. 0.01% Add +23.9% 6,942 $283K
Elevation Point Wealth Partners, LLC 0.02% No change 6,926 $282K
Concurrent Investment Advisors, LLC 0.01% New 6,784 $276K
AlphaQuest LLC 0.03% Add +251.8% 6,745 $275K
Engineers Gate Manager LP 0.00% Add +4.9% 6,703 $273K
Centiva Capital, LP 0.02% New 6,528 $266K
Connors Investor Services Inc. 0.03% Reduce -1.6% 6,300 $257K
Point72 Asset Management 0.00% Add +45.4% 6,253 $255K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 6,245 $254K
Algert Global LLC 0.01% New 6,130 $250K
Polymer Capital Management (US) LLC 0.07% New 5,436 $221K
MML Investors Services, LLC 0.00% Reduce -4.3% 5,402 $220K
New York State Common Retirement Fund 0.00% No change 5,304 $216K
Wilsey Asset Management Inc. 0.04% New 5,227 $213K
Occudo Quantitative Strategies LP 0.03% Reduce -13.4% 5,147 $211K
Gabelli Funds LLC 0.00% Reduce -37.5% 5,000 $204K
MBB Public Markets I LLC 0.02% New 4,993 $203K
Cornerstone Investment Partners, LLC 0.01% Reduce -7.9% 4,969 $202K
Aquatic Capital Management LLC 0.01% Reduce -9.7% 4,884 $199K
Virtus Advisers, LLC 0.13% New 4,700 $191K
Globeflex Capital L P 0.01% No change 3,411 $139K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,784 $113K
Legal & General Group Plc 0.00% No change 2,597 $106K
McIlrath & Eck, LLC 0.01% New 1,836 $75K
Ameritas Investment Partners, Inc. 0.00% No change 1,228 $50K
Cwm, LLC 0.00% Add +1.7% 1,118 $46K
New York State Teachers Retirement System 0.00% No change 1,129 $46K
California State Teachers Retirement System 0.00% No change 939 $38K
Aster Capital Management (DIFC) Ltd 0.01% New 900 $29K
Farther Finance Advisors, LLC 0.00% Reduce -45.5% 576 $24K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.0% 521 $21K
Amalgamated Bank 0.00% Add +13.4% 440 $18K
Covestor Ltd 0.01% Add +4.1% 304 $12K
Jones Financial Companies LLLP 0.00% New 290 $12K
Sterling Capital Management LLC 0.00% Reduce -45.4% 220 $9K
Coldstream Capital Management Inc. 0.00% New 163 $7K
Versant Capital Management, Inc 0.00% No change 156 $6K
Group One Trading LLC 0.00% New 154 $6K
Hantz Financial Services, Inc. 0.00% New 150 $6K
SouthState Bank Corp 0.00% New 103 $4K
PNC Financial Services Group, Inc. 0.00% Add +772.7% 96 $4K
Colonial Trust Co / SC 0.00% No change 73 $3K
GAMMA Investing LLC 0.00% Reduce -53.1% 53 $2K
Nisa Investment Advisors, LLC 0.00% Add +46.9% 47 $2K
Caitong International Asset Management Co., Ltd 0.00% New 36 $1K
Cullen/Frost Bankers, Inc. 0.00% No change 28 $1K
Rothschild Investment LLC 0.00% No change 20 $814
EverSource Wealth Advisors, LLC 0.00% New 17 $692
Parkside Financial Bank & Trust 0.00% New 15 $611
US Bancorp \de 0.00% New 8 $326
SBI Securities Co., Ltd. 0.00% No change 8 $326
True Wealth Design, LLC 0.00% No change 7 $286
NFSG Corp 0.00% No change 6 $244
North Star Investment Management Corp. 0.00% No change 2 $81
Allworth Financial LP 0.00% No change 1 $39

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