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
AMG TimesSquare Small Cap Growth Fund AMG Funds 16,660808.2K $0.72 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 16,552989.8K $0.10 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 16,109963.3K $0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,082780.1K $0.07 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,8959M SEK0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,999727.6K $0.08 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,806885.4K $0.15 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 14,800717.9K $0.01 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 14,708713.5K $0.12 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,295854.8K $0.12 %as of Jul 31, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 14,105843.5K $1.04 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13,767667.8K $0.10 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 13,233641.9K $0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,112636.1K $0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 12,085586.2K $0.11 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,332564.1K $0.00 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,200543.3K $0.08 %as of Jun 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 10,960531.7K $0.17 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,519510.3K $0.08 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,311556.8K $0.04 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 9,223447.4K $0.18 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 9,013437.2K $0.11 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,758424.9K $0.04 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,071391.5K $0.08 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 7,991387.6K $0.10 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,920394.3K $0.04 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,851380.9K $0.08 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 7,839468.8K $0.07 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 7,653371.2K $0.08 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,500373.4K $0.03 %as of May 31, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 7,475362.6K $0.53 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 7,138355.3K $0.00 %as of May 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 6,900334.7K $0.02 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,663323.2K $0.08 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,253303.3K $0.08 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 6,179299.7K $0.03 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,938355.1K $0.10 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,787346.1K $0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 5,251254.7K $0.10 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,959240.6K $0.10 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 4,855235.5K $0.17 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 4,826234.1K $0.02 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,725229.2K $0.08 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 4,615223.9K $0.15 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 4,523270.5K $0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,438265.4K $0.10 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,428214.8K $0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,271212.6K $0.00 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,238205.6K $0.03 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,157201.7K $0.08 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,000194K $0.00 %as of Jun 30, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 3,986193.4K $0.04 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 3,876188K $0.12 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,563172.8K $0.00 %as of Jun 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 3,528171.1K $0.19 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,507170.1K $0.33 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,483169K $0.08 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,346162.3K $0.07 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,264158.3K $0.05 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,224192.8K $0.00 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,008149.7K $0.02 %as of May 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,900140.7K $0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 2,819140.3K $0.05 %as of May 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,800135.8K $0.04 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 2,700131K $0.00 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,617127K $0.16 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 2,590154.9K $0.01 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 2,543123.4K $0.07 %as of Jun 30, 2026 ↗
Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2,500149.5K $1.28 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,432118K $0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,392119.1K $0.06 %as of May 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 2,369114.9K $0.09 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,361141.2K $0.05 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,259109.6K $0.00 %as of Jun 30, 2026 ↗
Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST 2,180130.4K $1.06 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,038121.9K $0.13 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,96397.7K $0.01 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,952116.7K $0.13 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,89294.2K $0.03 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,87093.1K $0.04 %as of May 31, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 1,841110.1K $1.10 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,82688.6K $0.03 %as of Jun 30, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 1,73784.3K $0.33 %as of Jun 30, 2026 ↗
Multimanager Technology Portfolio EQ Advisors Trust 1,73684.2K $0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,70082.5K $0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 1,65082.1K $0.02 %as of May 31, 2026 ↗
iShares U.S. Tech Breakthrough Multisector ETF iShares Trust 1,62897.4K $0.02 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,50072.8K $0.08 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,47288K $0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,40067.9K $0.00 %as of Jun 30, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 1,35865.9K $0.12 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,31463.7K $0.01 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,27661.9K $0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,27261.7K $0.03 %as of Jun 30, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 1,23459.9K $0.36 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,22459.4K $0.01 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,21160.3K $0.01 %as of May 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,12355.9K $0.02 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,09052.9K $0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,04850.8K $0.03 %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