Fund shareholders of Workiva Inc
ISIN US98139A1051 · United States · LEI 529900RTOQ8GRWHY1O58
- Fund shareholders
- 251
- Of which ETFs
- 56 195 other funds
- Value held
- 1.1B $ 354.7K € · 9M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,581,505 | 94.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,241,428 | 74M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 1,234,882 | 76M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,165,817 | 69.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 707,253 | 42.2M $ | 1.80 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 651,649 | 38.9M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 606,600 | 36.2M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 585,589 | 34.9M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 559,301 | 29.9M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 518,000 | 27.7M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 501,204 | 26.8M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 480,651 | 29.6M $ | 0.52 % | as of Feb 27, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 433,600 | 25.9M $ | 3.96 % | as of Mar 31, 2026 ↗ |
| Mairs & Power Growth Fund Trust for Professional Managers | 420,114 | 25.1M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 413,416 | 24.7M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 381,969 | 22.8M $ | 1.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 343,631 | 20.5M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 284,879 | 15.2M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 276,720 | 17M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 254,145 | 15.7M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 249,942 | 14.9M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 249,129 | 15.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| iShares Expanded Tech-Software Sector ETF iShares Trust | 233,362 | 13.9M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 224,930 | 12M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 224,384 | 13.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 200,320 | 11.9M $ | 0.62 % | as of Mar 31, 2026 ↗ |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 184,993 | 11M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 162,086 | 9.7M $ | 1.30 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 150,475 | 8M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 123,990 | 7.6M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 118,500 | 7.1M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 118,072 | 6.3M $ | 0.64 % | as of Apr 30, 2026 ↗ |
| Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 117,400 | 7M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| Global X Cloud Computing ETF GLOBAL X FUNDS | 115,504 | 7.1M $ | 3.45 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 111,327 | 6M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 108,516 | 6.5M $ | 2.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 102,616 | 5.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 101,483 | 5.4M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 97,836 | 6M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 95,088 | 5.7M $ | 2.48 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 89,877 | 5.4M $ | 1.29 % | as of Mar 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 82,613 | 4.9M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 79,815 | 4.3M $ | 1.29 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 79,501 | 4.9M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 75,006 | 4.5M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 66,714 | 3.6M $ | 0.62 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,892 | 3.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 61,529 | 3.3M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 58,700 | 3.5M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 58,663 | 3.5M $ | 1.51 % | as of Mar 31, 2026 ↗ |
| CONESTOGA SMID CAP FUND Conestoga Funds | 58,455 | 3.5M $ | 0.70 % | as of Mar 31, 2026 ↗ |
| Madison Small Cap Fund MADISON FUNDS | 53,178 | 2.8M $ | 1.84 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 53,048 | 3.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 52,960 | 3.2M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| 13D Activist Fund Northern Lights Fund Trust | 52,000 | 3.1M $ | 3.37 % | as of Mar 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 51,795 | 3.2M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 50,183 | 2.7M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 49,742 | 2.7M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 48,843 | 2.9M $ | 0.89 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 47,455 | 2.8M $ | 0.76 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 46,091 | 2.8M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 44,924 | 2.7M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 43,754 | 2.6M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 40,661 | 2.5M $ | 0.05 % | as of Feb 27, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 40,434 | 2.5M $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 40,123 | 2.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 38,964 | 2.3M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 38,899 | 2.1M $ | 0.66 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 38,626 | 2.3M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 38,455 | 2.1M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 36,358 | 1.9M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,946 | 2.1M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 35,700 | 1.9M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 35,521 | 2.1M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,800 | 2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 32,660 | 1.7M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 32,309 | 1.9M $ | 0.61 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 32,109 | 1.7M $ | 0.89 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 31,438 | 1.7M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 30,016 | 1.8M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 29,853 | 1.6M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 29,500 | 1.8M $ | 2.33 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 29,155 | 1.7M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,668 | 1.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 28,600 | 1.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,301 | 1.5M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Expanded Tech Sector ETF iShares Trust | 27,135 | 1.6M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 26,992 | 1.6M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 25,460 | 1.4M $ | 0.54 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 23,917 | 1.4M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 23,856 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,828 | 1.4M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 23,741 | 1.4M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 22,460 | 1.3M $ | 1.43 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 22,396 | 1.3M $ | 0.59 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 21,996 | 1.2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,013 | 1.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 20,938 | 1.2M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 20,229 | 1.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,213 | 1M $ | 0.10 % | as of Apr 30, 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.
| Fund | Weight in fund | |
|---|---|---|
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 3.96 % | as of Mar 31, 2026 ↗ |
| Global X Cloud Computing ETF GLOBAL X FUNDS | 3.45 % | as of Feb 28, 2026 ↗ |
| 13D Activist Fund Northern Lights Fund Trust | 3.37 % | as of Mar 31, 2026 ↗ |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 2.48 % | as of Mar 31, 2026 ↗ |
| HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 2.33 % | as of Mar 31, 2026 ↗ |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 2.01 % | as of Mar 31, 2026 ↗ |
| Madison Small Cap Fund MADISON FUNDS | 1.84 % | as of Apr 30, 2026 ↗ |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 1.80 % | as of Mar 31, 2026 ↗ |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 1.51 % | as of Mar 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 1.43 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 249 | -18 | 18,929,366 | -1.1 % |
| 2026Q1 | 267 | +8 | 19,139,437 | -4.1 % |
| 2025Q4 | 259 | +20 | 19,963,090 | +2.5 % |
| 2025Q3 | 239 | -37 | 19,485,252 | -15.4 % |
| 2025Q2 | 276 | -16 | 23,038,789 | -8.2 % |
| 2025Q1 | 292 | 0 | 25,099,522 | +3.8 % |
| 2024Q4 | 292 | 0 | 24,186,700 | -1.4 % |
| 2024Q3 | 292 | -22 | 24,524,138 | -4.3 % |
| 2024Q2 | 314 | -18 | 25,613,727 | +0.5 % |
| 2024Q1 | 332 | -14 | 25,476,057 | +6.0 % |
| 2023Q4 | 346 | 24,036,610 |
Institutional managers
305 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,637,070 | 276.5M $ | as of Mar 31, 2026 |
| EMINENCE CAPITAL, LP | 2,519,889 | 150.3M $ | as of Mar 31, 2026 |
| Jericho Capital Asset Management L.P. | 2,465,745 | 147M $ | as of Mar 31, 2026 |
| FMR LLC | 1,785,723 | 106.5M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,679,788 | 100.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,275,923 | 76.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,227,309 | 73.2M $ | as of Mar 31, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,221,561 | 72.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,127,988 | 67.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,109,646 | 66.2M $ | as of Mar 31, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 1,091,582 | 65.1M $ | as of Mar 31, 2026 |
| Topline Capital Management, LLC | 1,050,090 | 62.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 922,167 | 55M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 862,936 | 51.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 811,530 | 48.4M $ | as of Mar 31, 2026 |
| Conestoga Capital Advisors, LLC | 754,553 | 45M $ | as of Mar 31, 2026 |
| MAIRS & POWER INC | 715,640 | 42.7M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 692,255 | 41.3M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 656,603 | 39.2M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 651,243 | 38.8M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 592,004 | 35.3M $ | as of Mar 31, 2026 |
| Irenic Capital Management LP | 552,010 | 32.9M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 539,042 | 32.1K $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 514,936 | 30.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 487,928 | 29.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.51 % | 3,999,817 | as of Mar 31, 2026 · SCHEDULE 13G |
| Eminence Capital, LP and 1 other | 4.80 % | 2,519,889 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Workiva Inc
25 funds declare 29 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.
Cite this page
Titelia. "Fund shareholders of Workiva Inc". https://titelia.com/en/stocks/workiva-inc-US98139A1051