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Funds Holding Workiva Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Workiva Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of WK →Funds holding
59
as of 2026-07-31
Reported value
$254.7M
summed across funds
Fund families
39
named trusts
Largest conviction
1.93%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Abacus FCF Small Cap Leaders ETFAbacus FCF ETF Trust150 sh$9K | 1.93% |
| Nicholas Limited Edition, Inc.Nicholas Limited Edition, Inc.83K sh$5M | 1.44% |
| Ranger Micro Cap FundSPEND LIFE WISELY FUNDS INVESTMENT TRUST2.5K sh$149.5K | 1.28% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS713.5K sh$42.7M | 1.14% |
| Hypatia Women CEO ETFTwo Roads Shared Trust1.8K sh$110.1K | 1.10% |
| Ranger Small Cap FundSPEND LIFE WISELY FUNDS INVESTMENT TRUST2.2K sh$130.4K | 1.06% |
| Transamerica Small Cap GrowthTRANSAMERICA FUNDS14.1K sh$843.5K | 1.04% |
| Knights of Columbus Small Cap Equity FundADVISORS' INNER CIRCLE III33.2K sh$2M | 0.94% |
| Embark Small Cap Equity FundHarbor Funds II95.6K sh$5.7M | 0.91% |
| RockCreek Global Equality ETFEA Series Trust10.6K sh$634.4K | 0.63% |
| Harbor Human Capital Factor US Small Cap ETFHarbor ETF Trust16.9K sh$1M | 0.59% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST23.6K sh$1.4M | 0.55% |
| Fidelity Small Cap Growth FundFidelity Securities Fund768.4K sh$45.9M | 0.52% |
| Fidelity Small Cap Growth K6 FundFidelity Securities Fund399.2K sh$23.9M | 0.52% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust91.1K sh$5.4M | 0.35% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series35.2K sh$2.1M | 0.25% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds107.6K sh$6.4M | 0.24% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO37.2K sh$2.2M | 0.23% |
| SmallCap Value Fund IIPrincipal Funds, Inc43.7K sh$2.6M | 0.21% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust111K sh$6.6M | 0.16% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14.8K sh$885.4K | 0.15% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series53.6K sh$3.2M | 0.14% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust253 sh$15.1K | 0.14% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2K sh$116.7K | 0.13% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2K sh$121.9K | 0.13% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14.3K sh$854.8K | 0.12% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND432.5K sh$25.9M | 0.12% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust16.6K sh$989.8K | 0.10% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds68.9K sh$4.1M | 0.10% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST5.9K sh$355.1K | 0.10% |
| Global X Russell 2000 ETFGLOBAL X FUNDS24.9K sh$1.5M | 0.10% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST126.4K sh$7.6M | 0.10% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust567.7K sh$33.9M | 0.10% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust7.8K sh$468.8K | 0.07% |
| ULTRA SMALL CAP PROFUNDProFunds670 sh$40.1K | 0.07% |
| iShares Morningstar Small-Cap ETFiShares Trust2.4K sh$141.2K | 0.05% |
| Hedgeye Index Adds ETFETF Opportunities Trust37 sh$2.2K | 0.05% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST158.2K sh$9.5M | 0.05% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust19.3K sh$1.2M | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III5.8K sh$346.1K | 0.04% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds9.3K sh$556.8K | 0.04% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust16.1K sh$963.3K | 0.03% |
| SMALL-CAP PROFUNDProFunds44 sh$2.6K | 0.03% |
| Column Small Cap FundTrust for Professional Managers2.2K sh$173.1K | 0.03% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust1.6K sh$97.4K | 0.02% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust218 sh$13K | 0.02% |
| Nuveen ESG Small-Cap ETFNuShares ETF Trust2.6K sh$154.9K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.5K sh$88K | 0.01% |
| SmallCap Growth Fund IPrincipal Funds, Inc4.5K sh$270.5K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds50.2K sh$3M | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III286 sh$17.1K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust86 sh$5.1K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust29.1K sh$1.7M | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST31.4K sh$1.9M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.2K sh$192.8K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS40.9K sh$2.4M | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust474 sh$28.3K | 0.00% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-75 sh-$4.5K | -0.00% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-49.1K sh-$2.9M | -0.02% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on WK
Company overviewEverything on WK in one place, with the price.SEC filingsWhat WK's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WK's own officers and directors buy and sell.Who owns itEvery manager reporting a position in WK.LobbyingWhat WK spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on WK's account, and who they worked for.PatentsWhat WK is filing at the patent office.