Titelia

Fund shareholders of Workiva Inc

ISIN US98139A1051 · United States · LEI 529900RTOQ8GRWHY1O58

Fund shareholders
245
Of which ETFs
58 187 other funds
Value held
≈ 1B $ 1B $ · 354.7K € · 9M SEK

245 funds hold this company. This table lists the 244 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,591,53677.2M $0.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,356,41965.8M $0.08 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,239,33761.7M $0.04 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,143,33255.5M $0.03 %as of Jun 30, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 972,12147.2M $1.73 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 823,40039.9M $4.90 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 768,35145.9M $0.52 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 713,50042.7M $1.14 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 661,52332.1M $0.07 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 610,60029.6M $0.48 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 603,22529.3M $0.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 567,67133.9M $0.10 %as of Jul 31, 2026 ↗
Mairs & Power Fund Trust for Professional Managers 545,11426.4M $0.48 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 480,51623.3M $0.15 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 460,99322.9M $0.42 %as of May 29, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 432,47525.9M $0.12 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 399,21923.9M $0.52 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 379,53118.4M $0.19 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 326,63915.8M $0.27 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 271,66713.5M $0.03 %as of May 31, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 269,00213M $0.10 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 260,93413M $0.07 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 251,28012.5M $0.05 %as of May 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 249,94212.1M $0.10 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II 180,8508.8M $0.39 %as of Jun 30, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 172,1258.3M $0.41 %as of Jun 30, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 162,0867.9M $0.83 %as of Jun 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 158,2069.5M $0.05 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 126,4067.6M $0.10 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 121,8695.9M $0.00 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 111,0216.6M $0.16 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 107,5606.4M $0.24 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 105,5775.1M $0.30 %as of Jun 30, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 101,2435M $1.88 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 99,8694.8M $1.27 %as of Jun 30, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 98,4054.8M $1.49 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 98,3004.8M $0.23 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 97,8364.9M $0.00 %as of May 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 95,6405.7M $0.91 %as of Jul 31, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 95,0884.6M $1.71 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 94,9044.6M $0.08 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 93,6394.5M $0.16 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 91,1165.4M $0.35 %as of Jul 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 88,3984.3M $0.86 %as of Jun 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 83,0355M $1.44 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 80,6694M $0.00 %as of May 31, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 77,8514.7M $3.01 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 75,0063.6M $0.12 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 71,6003.5M $0.38 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,9104.1M $0.10 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,5243.3M $0.00 %as of Jun 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 65,8653.2M $0.23 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 63,6353.2M $0.06 %as of May 29, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 61,1033M $0.82 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 59,5812.9M $0.72 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 56,6482.7M $0.07 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 56,5952.8M $0.22 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 53,6013.2M $0.14 %as of Jul 31, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 52,9542.6M $1.05 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 50,1833M $0.01 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 49,8982.4M $0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 48,7782.4M $0.15 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 47,9772.3M $0.38 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,6602.4M $0.14 %as of May 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 46,5432.3M $0.20 %as of Jun 30, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 45,0002.2M $0.46 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 43,7002.6M $0.21 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 40,8692.4M $0.00 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 39,5972M $0.08 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 38,9101.9M $0.00 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 37,2072.2M $0.23 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36,8001.8M $0.08 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 35,2012.1M $0.25 %as of Jul 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 33,1942M $0.94 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 31,4381.9M $0.00 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,4951.5M $0.00 %as of May 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 29,5531.4M $0.20 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 29,2941.4M $0.07 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 29,0631.7M $0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 28,7001.4M $0.17 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II 28,6651.4M $0.39 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 28,6001.4M $0.07 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 27,3701.3M $0.00 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 26,1871.3M $0.08 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 24,9221.5M $0.10 %as of Jul 31, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 24,4511.2M $0.01 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 24,1001.2M $0.11 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,6771.1M $0.00 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 23,5921.4M $0.55 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 23,5321.1M $0.17 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 22,2231.1M $0.10 %as of Jun 30, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 20,379988.6K $0.40 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 20,2971M $0.07 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 19,2931.2M $0.04 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 18,108878.4K $0.05 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,000873.2K $0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,530850.4K $0.04 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,199834.3K $0.08 %as of Jun 30, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 16,8971M $0.59 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 16,700810.1K $0.13 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Edmond de Rothschild Fund - Big Data Edmond de Rothschild Asset Management (Luxembourg) 2.04 %as of Mar 31, 2026 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 4.90 %as of Jun 30, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 3.01 %as of Jul 31, 2026 ↗
Edmond de Rothschild Fund - Big Data Edmond de Rothschild Asset Management (Luxembourg) 2.04 %as of Mar 31, 2026 ↗
Abacus FCF Small Cap Leaders ETF Abacus FCF ETF Trust 1.93 %as of Jul 31, 2026 ↗
Global X Cloud Computing ETF GLOBAL X FUNDS 1.88 %as of May 31, 2026 ↗
First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II 1.73 %as of Jun 30, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 1.71 %as of Jun 30, 2026 ↗
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 1.49 %as of Jun 30, 2026 ↗
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 1.44 %as of Jul 31, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 1.28 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3242-720,508,458+8.3 %
2026Q2249-1818,929,366-1.1 %
2026Q1267+819,139,437-4.1 %
2025Q4259+2019,963,090+2.5 %
2025Q3239-3719,485,252-15.4 %
2025Q2276-1623,038,789-8.2 %
2025Q1292025,099,522+3.8 %
2024Q4292024,186,700-1.4 %
2024Q3292-2224,524,138-4.3 %
2024Q2314-1825,613,727+0.5 %
2024Q1332-1425,476,057+6.0 %
2023Q434624,036,610

Institutional managers

305 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,637,070276.5M $as of Mar 31, 2026
EMINENCE CAPITAL, LP2,519,889150.3M $as of Mar 31, 2026
Jericho Capital Asset Management L.P.2,465,745147M $as of Mar 31, 2026
FMR LLC1,785,723106.5M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,679,788100.2M $as of Mar 31, 2026
STATE STREET CORP1,275,92376.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,227,30973.2M $as of Mar 31, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.1,221,56172.8M $as of Mar 31, 2026
UBS Group AG1,127,98867.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,109,64666.2M $as of Mar 31, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP1,091,58265.1M $as of Mar 31, 2026
Topline Capital Management, LLC1,050,09062.6M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.922,16755M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP862,93651.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC811,53048.4M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC754,55345M $as of Mar 31, 2026
MAIRS & POWER INC715,64042.7M $as of Mar 31, 2026
CITADEL ADVISORS LLC692,25541.3M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.656,60339.2M $as of Mar 31, 2026
RIVERBRIDGE PARTNERS LLC651,24338.8M $as of Mar 31, 2026
Squarepoint Ops LLC592,00435.3M $as of Mar 31, 2026
Irenic Capital Management LP552,01032.9M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/539,04232.1K $as of Mar 31, 2026
LOOMIS SAYLES & CO L P514,93630.7M $as of Mar 31, 2026
Nuveen, LLC487,92829.1M $as of Mar 31, 2026

Declared shareholders of Workiva Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Jericho Capital Asset Management L.P. and 1 other6.60 %3,482,515as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.12 %2,694,290as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Workiva Inc

24 funds declare 27 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Franklin Convertible Securities Fund253.7M $as of Jul 31, 2026
Calamos Market Neutral Income Fund224.5M $as of Jul 31, 2026
iShares Convertible Bond ETF113.3M $as of Jul 31, 2026
The Osterweis Strategic Income Fund112.9M $as of Jun 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF19.6M $as of Jun 30, 2026
NYLIM VP MacKay Convertible Portfolio17.8M $as of Jun 30, 2026
NYLIM MacKay Convertible Fund17.5M $as of Jul 31, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND13.7M $as of Jun 30, 2026
Global Opportunities Portfolio13.2M $as of Jul 31, 2026
Fidelity Convertible Securities Fund12.3M $as of May 31, 2026
JPMorgan Strategic Income Opportunities Fund11.2M $as of May 31, 2026
Calamos Global Convertible Fund21M $as of Jul 31, 2026
Multi-Asset Strategy Fund11M $as of Jul 31, 2026
ABSOLUTE FLEXIBLE FUND1937.3K $as of Jun 30, 2026
Fidelity Strategic Dividend and Income Fund1843K $as of May 31, 2026
Multi-Strategy Income Fund1615.8K $as of Jul 31, 2026
Osterweis Growth & Income Fund1497.5K $as of Jun 30, 2026
Eaton Vance Income Opportunities ETF1196.8K $as of Jun 30, 2026
1290 VT Convertible Securities Portfolio1134.4K $as of Jun 30, 2026
JNL Multi-Manager Alternative Fund1103.6K $as of Jun 30, 2026
Lazard Enhanced Opportunities Portfolio146.9K $as of Jun 30, 2026
PACE Alternative Strategies Investments139.7K $as of Jul 31, 2026
Franklin Alternative Strategies Fund131.8K $as of May 29, 2026
Putnam High Yield Fund118.7K $as of May 31, 2026
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Titelia. "Fund shareholders of Workiva Inc". https://titelia.com/en/stocks/workiva-inc-US98139A1051