Titelia

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
FundSharesValueWeight in fund
Nomura Smid Cap Core Fund IVY FUNDS 19,1951.1M $0.33 %as of Mar 31, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 19,0671.1M $0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,418985K $0.04 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 18,1081.1M $0.06 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,6001M $0.04 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,5301M $0.06 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 16,600989.9K $0.01 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,331973.8K $0.10 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 16,269870.1K $0.09 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,8959M SEK0.03 %as of Mar 31, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 15,320913.5K $1.16 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,245909.1K $0.09 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 15,073898.8K $0.14 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,967800.4K $0.03 %as of Apr 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 14,095753.8K $0.95 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,546724.4K $0.12 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 13,493830.9K $0.51 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,274791.5K $0.10 %as of Mar 31, 2026 ↗
Select Software and IT Services Portfolio Fidelity Select Portfolios 13,270817.2K $0.01 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,210787.7K $0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 12,997695.1K $0.44 %as of Apr 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 12,075720K $0.48 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 12,000715.6K $0.12 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 11,962713.3K $0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,363699.7K $0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 10,960653.5K $0.26 %as of Mar 31, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 10,515627K $0.33 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,921591.6K $0.10 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 9,207549K $0.10 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 9,013537.4K $0.15 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 8,805525K $0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,758522.2K $0.05 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 7,981475.9K $0.11 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,952425.3K $0.03 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,815481.2K $0.05 %as of Feb 28, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 7,609406.9K $0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 7,532449.1K $0.85 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,500461.9K $0.04 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 7,438443.5K $0.21 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,110424K $0.10 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,918412.5K $0.11 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 6,764403.3K $0.09 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,191369.2K $0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,063361.5K $0.10 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 6,044360.4K $0.13 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,766308.4K $0.04 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,630335.7K $0.10 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,447291.3K $0.08 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,239312.4K $0.15 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 4,802286.3K $0.23 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 4,689279.6K $0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,428264K $0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 4,290255.8K $0.10 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 4,194250.1K $0.07 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,097244.3K $0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,082243.4K $0.10 %as of Mar 31, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 4,075243K $0.33 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,068250.5K $0.00 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,014214.7K $0.08 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,000246.3K $0.03 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,000238.5K $0.00 %as of Mar 31, 2026 ↗
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 3,850205.9K $0.95 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,829228.3K $0.10 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,764224.4K $0.20 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,532210.6K $0.00 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 3,528210.4K $0.29 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,511209.4K $0.05 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,436204.9K $0.07 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,410203.3K $0.43 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,297176.3K $0.23 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,224172.4K $0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,198190.7K $0.10 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 3,187170.4K $0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,129186.6K $0.02 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,111191.6K $0.07 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,105191.2K $0.06 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,900172.9K $0.02 %as of Mar 31, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2,500133.7K $1.15 %as of Apr 30, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 2,388142.4K $0.64 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 2,377141.7K $0.10 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,296136.9K $0.00 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 2,296122.8K $0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,271121.5K $0.05 %as of Apr 30, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 2,219118.7K $0.64 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,181134.3K $0.09 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,075127.8K $0.02 %as of Feb 28, 2026 ↗
Multimanager Technology Portfolio EQ Advisors Trust 1,959116.8K $0.01 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 1,942115.8K $0.54 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,878100.4K $0.12 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,808107.8K $0.08 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,79195.8K $0.02 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 1,74693.4K $0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,69490.6K $0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 1,664102.5K $0.07 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,60695.8K $0.04 %as of Mar 31, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 1,58684.8K $0.98 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,56793.4K $0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,51781.1K $0.01 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,48991.7K $0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,40083.5K $0.11 %as of Mar 31, 2026 ↗

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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/ 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.

QuarterShareholdersChangeSharesChange
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
Vanguard Portfolio Management 7.51 %3,999,817as of Mar 31, 2026 · SCHEDULE 13G
Eminence Capital, LP and 1 other4.80 %2,519,889as 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.

FundBond linesValue
Franklin Convertible Securities Fund252.7M $as of Apr 30, 2026
Calamos Market Neutral Income Fund224.1M $as of Apr 30, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND211.6M $as of Mar 31, 2026
iShares Convertible Bond ETF110.9M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF18.2M $as of Mar 31, 2026
NYLIM VP MacKay Convertible Portfolio17.8M $as of Mar 31, 2026
NYLI MacKay Convertible Fund17.3M $as of Apr 30, 2026
Global Opportunities Portfolio13.2M $as of Apr 30, 2026
Fidelity Convertible Securities Fund12.3M $as of Feb 28, 2026
JNL Multi-Manager Alternative Fund11.3M $as of Mar 31, 2026
JPMorgan Strategic Income Opportunities Fund11.2M $as of Feb 28, 2026
Calamos Global Convertible Fund21M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund1955.1K $as of Feb 28, 2026
ABSOLUTE FLEXIBLE FUND1938.8K $as of Mar 31, 2026
Advent Convertible Bond ETF1888.6K $as of Feb 28, 2026
Multi-Asset Strategy Fund1508K $as of Apr 30, 2026
Franklin Alternative Strategies Fund1441.2K $as of Feb 27, 2026
Harbor Ares Systematic Convertible Securities Fund1373.5K $as of Apr 30, 2026
Lazard Enhanced Opportunities Portfolio1336.1K $as of Mar 31, 2026
Multi-Strategy Income Fund1306.8K $as of Apr 30, 2026
Putnam Diversified Income Trust1254.4K $as of Mar 31, 2026
1290 VT Convertible Securities Portfolio1134.6K $as of Mar 31, 2026
PACE Alternative Strategies Investments138.8K $as of Apr 30, 2026
Putnam VT Diversified Income Fund123.5K $as of Mar 31, 2026
Putnam High Yield Fund118.9K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Workiva Inc". https://titelia.com/en/stocks/workiva-inc-US98139A1051