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.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,035 | 51.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 839 | 40.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 794 | 47.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 767 | 37.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 670 | 40.1K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 590 | 28.6K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 564 | 27.4K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 538 | 26.1K $ | 0.46 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 474 | 28.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra Nasdaq Cloud Computing ProShares Trust | 468 | 23.3K $ | 0.65 % | as of May 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 412 | 20K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. | 410 | 19.9K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 384 | 18.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC | 374 | 22.4K $ | 0.51 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 351 | 17.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 309 | 15K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 286 | 17.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 280 | 13.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 259 | 12.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 253 | 15.1K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 218 | 13K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 214 | 10.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 209 | 10.1K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 203 | 9.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 197 | 9.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 183 | 8.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 165 | 8.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 165 | 8.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 158 | 7.7K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 155 | 7.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| Abacus FCF Small Cap Leaders ETF Abacus FCF ETF Trust | 150 | 9K $ | 1.93 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 140 | 6.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 129 | 6.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 119 | 5.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 97 | 4.7K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 86 | 5.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 79 | 3.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 77 | 3.7K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 47 | 2.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 44 | 2.6K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Hedgeye Index Adds ETF ETF Opportunities Trust | 37 | 2.2K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 15 | 746.7 $ | 0.06 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 15 | 727.7 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 354.7K € | 0.38 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 242 | -7 | 20,508,458 | +8.3 % |
| 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 | |
|---|---|---|---|
| Jericho Capital Asset Management L.P. and 1 other | 6.60 % | 3,482,515 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.12 % | 2,694,290 | as 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.
Cite this page
Titelia. "Fund shareholders of Workiva Inc". https://titelia.com/en/stocks/workiva-inc-US98139A1051