Funds holding Workiva Inc
251 funds declare a position · 56 ETFs and 195 other funds · 1.1B $· 9M SEK· 354.7K € · US98139A1051
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,581,505 | 94.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 1,241,428 | 74M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 1,234,882 | 76M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,165,817 | 69.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 5 | First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 707,253 | 42.2M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 651,649 | 38.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 7 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 606,600 | 36.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 585,589 | 34.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Small Cap Growth Fund Fidelity Securities Fund | 559,301 | 29.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 10 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 518,000 | 27.7M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 501,204 | 26.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 12 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 480,651 | 29.6M $ | 0.52 % | as of Feb 27, 2026 · Original filing |
| 13 | Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 433,600 | 25.9M $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| 14 | Mairs & Power Growth Fund Trust for Professional Managers | 420,114 | 25.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 15 | iShares Russell 2000 Growth ETF iShares Trust | 413,416 | 24.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 16 | CONESTOGA SMALL CAP FUND Conestoga Funds | 381,969 | 22.8M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 17 | 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 · Original filing |
| 18 | Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 284,879 | 15.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 19 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 276,720 | 17M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 254,145 | 15.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 21 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 249,942 | 14.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 22 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 249,129 | 15.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 23 | iShares Expanded Tech-Software Sector ETF iShares Trust | 233,362 | 13.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 224,930 | 12M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 25 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 224,384 | 13.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 26 | Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 200,320 | 11.9M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 27 | Columbia Acorn Fund COLUMBIA ACORN TRUST | 184,993 | 11M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 28 | Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 162,086 | 9.7M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 29 | Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 150,475 | 8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 30 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 123,990 | 7.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | AST Small-Cap Equity Portfolio Advanced Series Trust | 118,500 | 7.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 32 | Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 118,072 | 6.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 33 | Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 117,400 | 7M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 34 | Global X Cloud Computing ETF GLOBAL X FUNDS | 115,504 | 7.1M $ | 3.45 % | as of Feb 28, 2026 · Original filing |
| 35 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 111,327 | 6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 36 | Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 108,516 | 6.5M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 102,616 | 5.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 38 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 101,483 | 5.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 97,836 | 6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Mairs & Power Small Cap Fund Trust for Professional Managers | 95,088 | 5.7M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| 41 | MOA SMALL CAP GROWTH FUND MoA Funds Corp | 89,877 | 5.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 42 | Master Small Cap Index Series Quantitative Master Series LLC | 82,613 | 4.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 43 | Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 79,815 | 4.3M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| 44 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 79,501 | 4.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 75,006 | 4.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 46 | Embark Small Cap Equity Fund Harbor Funds II | 66,714 | 3.6M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,892 | 3.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 61,529 | 3.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 49 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 58,700 | 3.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 50 | WisdomTree Cloud Computing Fund WisdomTree Trust | 58,663 | 3.5M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 51 | CONESTOGA SMID CAP FUND Conestoga Funds | 58,455 | 3.5M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 52 | Madison Small Cap Fund MADISON FUNDS | 53,178 | 2.8M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| 53 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 53,048 | 3.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 54 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 52,960 | 3.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 55 | 13D Activist Fund Northern Lights Fund Trust | 52,000 | 3.1M $ | 3.37 % | as of Mar 31, 2026 · Original filing |
| 56 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 51,795 | 3.2M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 57 | Nuveen Equity Index Fund TIAA-CREF Funds | 50,183 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 58 | Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 49,742 | 2.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 59 | LKCM Small Cap Equity Fund LKCM Funds | 48,843 | 2.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 60 | 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 · Original filing |
| 61 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 46,091 | 2.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 62 | T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 44,924 | 2.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 43,754 | 2.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 64 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 40,661 | 2.5M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 65 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 40,434 | 2.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 66 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 40,123 | 2.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 67 | SMALL CAP EQUITY FUND GuideStone Funds | 38,964 | 2.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 68 | Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 38,899 | 2.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 69 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 38,626 | 2.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 70 | Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 38,455 | 2.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 71 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 36,358 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,946 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 73 | SmallCap Value Fund II Principal Funds, Inc | 35,700 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 74 | Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 35,521 | 2.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 75 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,800 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 76 | Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 32,660 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 77 | Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 32,309 | 1.9M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 78 | Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 32,109 | 1.7M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 79 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 31,438 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 30,016 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 29,853 | 1.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 82 | HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 29,500 | 1.8M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| 83 | 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 · Original filing |
| 84 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,668 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | EQ/Small Company Index Portfolio EQ Advisors Trust | 28,600 | 1.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,301 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 87 | iShares Expanded Tech Sector ETF iShares Trust | 27,135 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 88 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 26,992 | 1.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 89 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 25,460 | 1.4M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 90 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 23,917 | 1.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 91 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 23,856 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,828 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 93 | Small Cap Index Fund Northern Funds | 23,741 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 94 | AMG TimesSquare Small Cap Growth Fund AMG Funds | 22,460 | 1.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 95 | Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 22,396 | 1.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 96 | Global X Russell 2000 ETF GLOBAL X FUNDS | 21,996 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 97 | 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 · Original filing |
| 98 | 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 · Original filing |
| 99 | Small Cap Index Fund VALIC Co I | 20,229 | 1.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 100 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,213 | 1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
Institutional managers
305 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| NORTHERN TRUST CORP | 482,556 | 28.8M $ | as of Mar 31, 2026 |