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 | |
|---|---|---|---|---|---|
| 101 | Nomura Smid Cap Core Fund IVY FUNDS | 19,195 | 1.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 102 | JNL/Mellon Information Technology Sector Fund JNL Series Trust | 19,067 | 1.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 103 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,418 | 985K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 104 | Mercer US Small/Mid Cap Equity Fund Mercer Funds | 18,108 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 105 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 17,600 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 106 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,530 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 107 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 16,600 | 989.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 108 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,331 | 973.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 109 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 16,269 | 870.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 110 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 15,895 | 9M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 111 | NexPoint Event Driven Fund NexPoint Funds I | 15,320 | 913.5K $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 112 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 15,245 | 909.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 113 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 15,073 | 898.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 114 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 14,967 | 800.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 115 | Transamerica Small Cap Growth TRANSAMERICA FUNDS | 14,095 | 753.8K $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 116 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,546 | 724.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 117 | Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 13,493 | 830.9K $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 118 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,274 | 791.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 119 | Select Software and IT Services Portfolio Fidelity Select Portfolios | 13,270 | 817.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 120 | iShares Russell 3000 ETF iShares Trust | 13,210 | 787.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 121 | Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 12,997 | 695.1K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 122 | AQR Small Cap Multi-Style Fund AQR Funds | 12,075 | 720K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 123 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 12,000 | 715.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 124 | Diversified Equity Master Portfolio Master Investment Portfolio | 11,962 | 713.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 125 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 11,363 | 699.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 126 | DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 10,960 | 653.5K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 127 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 10,515 | 627K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 128 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,921 | 591.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 129 | Small Cap Index Trust John Hancock Variable Insurance Trust | 9,207 | 549K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 130 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 9,013 | 537.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 131 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 8,805 | 525K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 132 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,758 | 522.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 133 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 7,981 | 475.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 134 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,952 | 425.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 135 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 7,815 | 481.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 136 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 7,609 | 406.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 137 | State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 7,532 | 449.1K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 138 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,500 | 461.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 139 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 7,438 | 443.5K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 140 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,110 | 424K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 141 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 6,918 | 412.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 142 | Clearwater Select Equity Fund Clearwater Investment Trust | 6,764 | 403.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 143 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,191 | 369.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 144 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,063 | 361.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 145 | MOA ALL AMERICA FUND MoA Funds Corp | 6,044 | 360.4K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 146 | Victory Extended Market Index Fund Victory Portfolios III | 5,766 | 308.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 147 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,630 | 335.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 148 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,447 | 291.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 149 | LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,239 | 312.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 150 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 4,802 | 286.3K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 151 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,689 | 279.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 152 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,428 | 264K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 153 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 4,290 | 255.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 154 | Small Cap Core Fund Northern Funds | 4,194 | 250.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 155 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 4,097 | 244.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 156 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,082 | 243.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 157 | Nomura VIP Opportunity Series Delaware VIP Trust | 4,075 | 243K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 158 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,068 | 250.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 159 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,014 | 214.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 160 | iShares MSCI World Small-Cap ETF iShares Trust | 4,000 | 246.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 161 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,000 | 238.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 162 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 3,850 | 205.9K $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| 163 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,829 | 228.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 164 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,764 | 224.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 165 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,532 | 210.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 166 | Acuitas Small Cap Active ETF Series Portfolios Trust | 3,528 | 210.4K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 167 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,511 | 209.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 168 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,436 | 204.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 169 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 3,410 | 203.3K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 170 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,297 | 176.3K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 171 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,224 | 172.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 172 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,198 | 190.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 173 | SmallCap Growth Fund I Principal Funds, Inc | 3,187 | 170.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 174 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 3,129 | 186.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 175 | ProShares Ultra Russell2000 ProShares Trust | 3,111 | 191.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 176 | ProShares UltraPro Russell2000 ProShares Trust | 3,105 | 191.2K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 177 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 2,900 | 172.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 178 | Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 2,500 | 133.7K $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| 179 | First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 2,388 | 142.4K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 180 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 2,377 | 141.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 181 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 2,296 | 136.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 182 | Nuveen ESG Small-Cap ETF NuShares ETF Trust | 2,296 | 122.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 183 | iShares Morningstar Small-Cap ETF iShares Trust | 2,271 | 121.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 184 | Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust | 2,219 | 118.7K $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 185 | ProShares Russell 2000 High Income ETF ProShares Trust | 2,181 | 134.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 186 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,075 | 127.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 187 | Multimanager Technology Portfolio EQ Advisors Trust | 1,959 | 116.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 188 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,942 | 115.8K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 189 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,878 | 100.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 190 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,808 | 107.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 191 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,791 | 95.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 192 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 1,746 | 93.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 193 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,694 | 90.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 194 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 1,664 | 102.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 195 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,606 | 95.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 196 | Hypatia Women CEO ETF Two Roads Shared Trust | 1,586 | 84.8K $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 197 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,567 | 93.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 198 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,517 | 81.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 199 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,489 | 91.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 200 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,400 | 83.5K $ | 0.11 % | as of Mar 31, 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 |