Willdan GroupWLDN

13F holders, Q3 2025 (September 30)
256holders +66
89new positions
22sold out
7famous investors
$96.28avg. 13F price*

At the end of Q3 2025, 256 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 66 from Q2 2025. 89 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($123.1M), Vanguard Group Inc. ($104.0M) and Geode Capital Management, LLC ($33.0M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions89$114.8M
Exits22$43.1M

All 13F filers, Q2 2025 → Q3 2025: 3,116,830 shares bought and 2,859,858 shares sold, net +256,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 256 holders

BlackRock, Inc. 0.00% Add +8.8% 1,273,113 $123.1M
Vanguard Group Inc. 0.00% Add +27.1% 1,075,270 $104.0M
Geode Capital Management, LLC 0.00% Add +1.2% 340,815 $33.0M
Two Sigma Investments, LP 0.05% Add +207.1% 302,380 $29.2M
State Street Corp. 0.00% Add +8.1% 299,322 $28.9M
Dimensional Fund Advisors LP 0.01% Reduce -34.0% 284,201 $27.5M
Divisadero Street Capital Management, LP 1.14% Reduce -9.3% 253,121 $24.5M
Qube Research & Technologies Ltd 0.03% Add +30.0% 199,883 $19.3M
Wells Fargo & Company 0.00% Add +31.8% 196,762 $19.0M
Trexquant Investment LP 0.19% Add +180.5% 187,709 $18.1M
Citadel Advisors 0.01% Add +71.5% 185,874 $18.0M
RBF Capital, LLC 0.82% Reduce -0.5% 184,600 $17.8M
Summit Creek Advisors LLC 2.57% Reduce -41.9% 182,423 $17.6M
Wasatch Advisors LP 0.09% Reduce -43.6% 182,126 $17.6M
Acadian Asset Management LLC 0.03% Reduce -57.4% 169,436 $16.4M
Nuveen, LLC 0.00% Reduce -40.5% 166,240 $16.1M
Valiant Capital Management, L.P. 1.43% Reduce -19.2% 160,243 $15.5M
Goldman Sachs Group Inc. 0.00% Add +39.4% 156,629 $15.1M
Northern Trust Corp. 0.00% Add +4.1% 152,743 $14.8M
HRT Financial LP 0.05% Add +333.7% 141,950 $13.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -32.2% 143,099 $13.7M
Millennium Management 0.01% Reduce -35.5% 139,583 $13.5M
Two Sigma Advisers, LP 0.03% Add +489.2% 136,100 $13.2M
Handelsbanken Fonder AB 0.04% No change 129,836 $12.6M
Morgan Stanley 0.00% Reduce -33.8% 128,171 $12.4M
Swedbank AB 0.01% Reduce -36.8% 127,800 $12.4M
First Trust Advisors LP 0.01% Reduce -19.6% 125,603 $12.1M
Driehaus Capital Management LLC 0.09% New 123,821 $12.0M
Lord, Abbett & Co. LLC 0.04% Reduce -51.2% 117,765 $11.4M
Charles Schwab Investment Management Inc. 0.00% Add +186.7% 117,296 $11.3M
Jane Street Group, LLC 0.01% Add +176.9% 115,588 $11.2M
Walleye Capital LLC 0.09% New 106,682 $10.3M
Ameriprise Financial Inc. 0.00% Add +30.1% 105,966 $10.2M
UBS Group AG 0.00% Add +537.1% 105,578 $10.2M
Algert Global LLC 0.17% Add +2679.9% 102,301 $9.9M
Janus Henderson Group PLC 0.00% New 91,970 $8.9M
Tudor Investment Corporation 0.06% Add +2.3% 89,026 $8.6M
Kennedy Capital Management LLC 0.18% Add +45.7% 83,166 $8.0M
Essex Investment Management Co. LLC 1.17% Reduce -26.4% 78,915 $7.6M
Bard Associates Inc. 1.92% Reduce -43.0% 74,467 $7.2M
Cubist Systematic Strategies, LLC 0.10% Add +103.4% 73,660 $7.1M
Kornitzer Capital Management Inc. 0.14% Add +161.5% 73,220 $7.1M
Lazard Asset Management LLC 0.01% Reduce -26.2% 71,007 $6.9M
Jump Financial, LLC 0.09% Add +131.5% 68,300 $6.6M
Bank of New York Mellon Corp 0.00% Reduce -3.7% 61,502 $5.9M
Russell Investments Group, Ltd. 0.01% Add +13.5% 60,754 $5.9M
AQR Capital Management 0.00% Reduce -12.2% 60,646 $5.9M
Panagora Asset Management Inc. 0.02% Add +0.6% 57,739 $5.6M
Mercer Global Advisors Inc. 0.01% New 100,759 $5.4M
Renaissance Technologies 0.01% Reduce -49.4% 54,400 $5.3M
Shelton Capital Management 0.10% New 50,000 $4.8M
Bank of America Corp. 0.00% Reduce -11.1% 48,408 $4.7M
Alliancebernstein L.P. 0.00% Reduce -1.8% 47,612 $4.6M
Aquatic Capital Management LLC 0.08% New 46,958 $4.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -31.1% 46,360 $4.5M
G2 Investment Partners Management LLC 0.92% New 46,196 $4.5M
Neuberger Berman Group LLC 0.00% New 44,677 $4.3M
Asset Management One Co., Ltd. 0.01% New 40,148 $3.9M
Squarepoint Ops LLC 0.01% Add +366.4% 40,007 $3.9M
American Century Companies Inc. 0.00% Add +20.8% 37,140 $3.6M
Gotham Asset Management 0.01% New 34,961 $3.4M
JPMorgan Chase & Co. 0.00% Reduce -60.0% 34,910 $3.4M
Informed Momentum Co LLC 0.38% Reduce -43.8% 34,639 $3.3M
Decker Retirement Planning Inc. 1.79% New 33,679 $3.3M
Victory Capital Management Inc. 0.00% Add +87.4% 33,171 $3.2M
Marshall Wace, LLP 0.00% Add +433.0% 31,452 $3.0M
ExodusPoint Capital Management, LP 0.04% New 31,349 $3.0M
Wolverine Trading, LLC 0.06% New 30,848 $3.0M
Janney Montgomery Scott LLC 0.01% Add +94.7% 30,499 $2.9M
Barclays PLC 0.00% Reduce -8.5% 29,876 $2.9M
Citigroup Inc. 0.00% Add +36.9% 28,202 $2.7M
Independent Advisor Alliance 0.07% New 27,492 $2.7M
Invesco Ltd. 0.00% Reduce -66.0% 26,768 $2.6M
Swiss National Bank 0.00% New 26,700 $2.6M
Storebrand Asset Management As 0.01% No change 26,428 $2.6M
Rice Hall James & Associates, LLC 0.14% Reduce -77.9% 26,357 $2.5M
Alps Advisors Inc. 0.01% Add +11.5% 25,947 $2.5M
EFG Asset Management (North America) Corp. 0.31% New 24,812 $2.4M
Engineers Gate Manager LP 0.03% Add +235.5% 23,235 $2.2M
MML Investors Services, LLC 0.01% Add +194.1% 23,016 $2.2M
Conestoga Capital Advisors, LLC 0.04% Reduce -48.4% 22,738 $2.2M
Legato Capital Management LLC 0.24% Reduce -29.0% 22,669 $2.2M
FMR LLC 0.00% Add +74.7% 22,469 $2.2M
Cetera Investment Advisers 0.00% New 21,401 $2.1M
Whittier Trust Co. 0.02% No change 22,636 $2.1M
Rhumbline Advisers 0.00% Reduce -2.5% 20,391 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +84.0% 20,200 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -58.3% 19,819 $1.9M
LMG Wealth Partners, LLC 0.35% New 19,486 $1.9M
Stratos Wealth Partners, LTD. 0.02% New 19,084 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -37.3% 17,828 $1.7M
Wulff, Hansen & Co. 1.46% Reduce -18.9% 17,505 $1.7M
Osaic Holdings, Inc. 0.00% Add +0.1% 15,415 $1.7M
Portolan Capital Management, LLC 0.09% Reduce -89.7% 17,344 $1.7M
LPL Financial LLC 0.00% New 17,002 $1.6M
Man Group plc 0.00% New 16,625 $1.6M
HSBC Holdings PLC 0.00% Add +20.8% 16,530 $1.6M
De Lisle Partners LLP 0.19% New 16,000 $1.5M
Point72 Asset Management 0.00% Add +456.0% 15,568 $1.5M
Militia Capital Partners, LP 0.68% No change 15,000 $1.5M
Los Angeles Capital Management LLC 0.00% Add +7.2% 14,974 $1.4M
Legal & General Group Plc 0.00% Reduce -7.0% 14,368 $1.4M
Raymond James Financial Inc. 0.00% Add +1017.7% 14,306 $1.4M
Dark Forest Capital Management LP 0.05% New 13,760 $1.3M
Navellier & Associates Inc. 0.13% Add +71.5% 13,671 $1.3M
Dynamic Technology Lab Private Ltd 0.21% New 13,083 $1.3M
Principal Financial Group Inc. 0.00% Add +39.8% 13,080 $1.3M
California State Teachers Retirement System 0.00% Add +1278.6% 12,945 $1.3M
Teacher Retirement System of Texas 0.00% New 12,600 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -55.5% 12,309 $1.2M
Integrated Quantitative Investments LLC 0.33% New 12,039 $1.2M
State of Wisconsin Investment Board 0.00% Add +50.7% 11,987 $1.2M
Boothbay Fund Management, LLC 0.03% New 11,543 $1.1M
Sei Investments Co. 0.00% Reduce -67.8% 11,480 $1.1M
Mackenzie Financial Corp. 0.00% Add +18.0% 11,411 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -1.1% 11,278 $1.1M
XTX Topco Ltd 0.06% Add +187.3% 11,042 $1.1M
Voloridge Investment Management, LLC 0.00% New 10,816 $1.0M
Harvest Investment Services, LLC 0.20% New 10,364 $1.0M
Deutsche Bank AG 0.00% Reduce -68.3% 10,190 $985K
T. Rowe Price Associates Inc. 0.00% Reduce -14.3% 10,065 $974K
Fox Run Management, L.L.C. 0.15% New 10,029 $970K
Parsonex Advisory Services, Inc. 0.66% No change 10,000 $967K
Franklin Resources Inc. 0.00% Add +24.9% 9,979 $965K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 9,658 $934K
Sierra Summit Advisors LLC 0.14% New 9,310 $900K
David J Yvars Group 0.46% New 8,915 $862K
Schonfeld Strategic Advisors LLC 0.01% New 8,684 $840K
SG Americas Securities, LLC 0.00% Add +65.8% 8,604 $832K
Stifel Financial Corp. 0.00% Reduce -35.1% 8,494 $821K
Verition Fund Management LLC 0.00% Add +11.9% 8,278 $800K
MetLife Investment Management, LLC 0.00% No change 8,224 $795K
Intech Investment Management LLC 0.01% Reduce -28.6% 8,122 $785K
STRS Ohio 0.00% Reduce -14.8% 7,500 $725K
Scientech Research LLC 0.24% New 7,180 $694K
AlphaQuest LLC 0.04% Add +7.5% 6,989 $676K
Manufacturers Life Insurance Company, The 0.00% Add +39.1% 6,976 $675K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 6,457 $624K
Comerica Bank 0.00% Reduce -36.1% 5,997 $580K
Mariner, LLC 0.00% New 5,944 $575K
Balyasny Asset Management L.P. 0.00% Reduce -27.3% 5,873 $568K
EntryPoint Capital, LLC 0.22% New 5,840 $565K
Wedbush Securities Inc. 0.02% Reduce -9.2% 5,750 $556K
Gladstone Institutional Advisory LLC 0.02% New 5,599 $541K
Gsa Capital Partners LLP 0.05% New 5,600 $541K
Group One Trading LLC 0.02% Add +5413.0% 5,513 $533K
Scotia Capital Inc. 0.00% New 5,361 $518K
Semanteon Capital Management, LP 0.65% Add +61.2% 5,354 $518K
New York State Common Retirement Fund 0.00% No change 5,304 $513K
Counterpoint Mutual Funds LLC 0.04% Reduce -22.9% 5,172 $500K
Summit Global Investments 0.03% Reduce -69.6% 5,171 $500K
Concurrent Investment Advisors, LLC 0.01% Reduce -28.0% 5,107 $494K
Martingale Asset Management L P 0.01% Reduce -63.7% 5,015 $485K
Trek Financial, LLC 0.03% New 4,841 $468K
Inspire Investing, LLC 0.04% Reduce -67.4% 4,741 $458K
Virtus Advisers, LLC 0.26% No change 4,700 $454K
WealthTrust Axiom LLC 0.12% No change 4,695 $454K
Cornerstone Investment Partners, LLC 0.02% Reduce -6.8% 4,632 $448K
Quantbot Technologies LP 0.01% Reduce -80.5% 4,616 $446K
Creative Planning 0.00% New 4,597 $444K
Versor Investments LP 0.08% New 4,534 $438K
Thoroughbred Financial Services, LLC 0.03% New 4,523 $437K
Private Advisor Group, LLC 0.00% Reduce -8.5% 4,348 $420K
Occudo Quantitative Strategies LP 0.05% Reduce -50.6% 4,336 $419K
Diversified Trust Co. 0.01% Add +8.3% 4,116 $398K
Arizona State Retirement System 0.00% New 4,068 $393K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,021 $389K
Campbell & CO Investment Adviser LLC 0.03% Reduce -83.7% 3,918 $379K
Police & Firemen's Retirement System of New Jersey 0.00% Add +18.3% 3,850 $372K
Virtu Financial LLC 0.02% New 3,745 $362K
Brevan Howard Capital Management LP 0.01% Reduce -61.2% 3,698 $358K
Ausbil Investment Management Ltd 0.19% New 3,695 $354K
Corient Private Wealth LP 0.00% No change 3,616 $350K
Prelude Capital Management, LLC 0.03% New 3,605 $349K
Truvestments Capital LLC 0.06% New 3,600 $348K
Entropy Technologies, LP 0.03% New 3,500 $338K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.5% 3,485 $337K
Globeflex Capital L P 0.05% No change 3,411 $330K
Prudential Financial Inc. 0.00% New 3,330 $322K
Bayesian Capital Management, LP 0.06% New 3,263 $315K
Vontobel Holding Ltd. 0.00% New 3,172 $307K
Falcon Wealth Planning 0.03% New 3,157 $305K
Wimmer Associates 1, LLC 0.14% Reduce -5.5% 3,070 $297K
O'shaughnessy Asset Management, LLC 0.00% New 2,943 $285K
KLP Kapitalforvaltning As 0.00% New 2,900 $280K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 2,749 $266K
Quantinno Capital Management LP 0.00% New 2,719 $263K
Inspire Advisors, LLC 0.03% Reduce -50.6% 2,697 $261K
Kestra Private Wealth Services, LLC 0.00% New 2,558 $247K
Voya Investment Management LLC 0.00% Reduce -35.0% 2,556 $247K
DRW Securities, LLC 0.01% New 2,437 $236K
CreativeOne Wealth, LLC 0.01% New 2,410 $233K
ProShare Advisors LLC 0.00% New 2,377 $230K
Wilsey Asset Management Inc. 0.04% Reduce -50.0% 2,359 $228K
Cwm, LLC 0.00% Add +7.0% 2,185 $211K
Invst, LLC 0.02% New 2,129 $206K
Baader Bank Aktiengesellschaft 0.02% New 2,144 $206K
Polymer Capital Management (US) LLC 0.03% New 2,090 $202K
Graham Capital Management, L.P. 0.01% Reduce -59.4% 2,089 $202K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.01% New 2,075 $201K
State of Wyoming 0.02% New 1,928 $186K
Tower Research Capital LLC (TRC) 0.00% Add +0.2% 1,767 $171K
McIlrath & Eck, LLC 0.02% Add +6.1% 1,730 $167K
Royal Bank of Canada 0.00% Reduce -97.8% 1,553 $150K
AdvisorShares Investments LLC 0.02% Add +214.7% 1,495 $145K
Arax Advisory Partners 0.00% New 1,310 $127K
New York State Teachers Retirement System 0.00% Add +11.9% 1,263 $122K
CANADA LIFE ASSURANCE Co 0.00% New 1,245 $120K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.2% 1,161 $112K
USA Financial Formulas 0.02% Reduce -1.9% 1,012 $98K
Principal Securities, Inc. 0.00% Add +259.4% 859 $83K
State of Alaska, Department of Revenue 0.00% New 778 $75K
KBC Group NV 0.00% New 667 $64K
Farther Finance Advisors, LLC 0.00% No change 576 $56K
Private Trust Co. NA 0.00% New 500 $48K
NewEdge Advisors, LLC 0.00% New 500 $48K
Amalgamated Bank 0.00% No change 440 $43K
Rockefeller Capital Management L.P. 0.00% New 415 $40K
Covestor Ltd 0.02% Reduce -54.5% 403 $39K
Jones Financial Companies LLLP 0.00% Add +29.7% 376 $36K
Harbour Investments, Inc. 0.00% New 332 $32K
Sterling Capital Management LLC 0.00% Add +131.0% 328 $32K
SBI Securities Co., Ltd. 0.00% Add +1915.4% 262 $25K
Nisa Investment Advisors, LLC 0.00% No change 192 $19K
EverSource Wealth Advisors, LLC 0.00% Reduce -35.1% 187 $18K
Essential Partners LLC 0.01% Add +1.6% 186 $18K
GPS Wealth Strategies Group, LLC 0.00% New 180 $17K
Golden State Wealth Management, LLC 0.00% New 165 $16K
Quarry LP 0.00% Reduce -27.5% 158 $15K
Versant Capital Management, Inc 0.00% No change 156 $15K
Federated Hermes, Inc. 0.00% No change 156 $15K
GAMMA Investing LLC 0.00% Add +15.6% 148 $14K
Transamerica Financial Advisors, LLC 0.00% New 120 $12K
Optiver Holding B.V. 0.00% New 106 $10K
Point72 Europe (London) LLP 0.00% New 103 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 81 $8K
Hillsdale Investment Management Inc. 0.00% Reduce -98.8% 80 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 65 $6K
CIBC Private Wealth Group LLC 0.00% New 59 $6K
Blue Bell Private Wealth Management, LLC 0.00% New 52 $5K
MAI Capital Management 0.00% New 50 $5K
IFP Advisors, Inc 0.00% Add +5.3% 40 $4K
Colonial Trust Co / SC 0.00% Reduce -53.4% 34 $4K
Caitong International Asset Management Co., Ltd 0.00% New 24 $2K
Allworth Financial LP 0.00% Add +70.0% 17 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -42.9% 16 $2K
Parkside Financial Bank & Trust 0.00% No change 15 $1K
Rothschild Investment LLC 0.00% Reduce -25.0% 15 $1K
Global Retirement Partners, LLC 0.00% Reduce -97.6% 14 $1K
PNC Financial Services Group, Inc. 0.00% No change 11 $1K
Clearstead Advisors, LLC 0.00% Add +400.0% 10 $967
True Wealth Design, LLC 0.00% No change 7 $677
TD Private Client Wealth LLC 0.00% New 7 $677
NFSG Corp 0.00% Reduce -25.0% 6 $615
North Star Investment Management Corp. 0.00% No change 2 $193
Advisory Services Network, LLC 0.00% New 1 $97

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