As of the latest SEC filings, WORKIVA INC (WK) is held by 258 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $94,305,143.15 in market value, representing a significant portion of its portfolio.
Funds holding WORKIVA INC (WK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WK
- CIK:
- 0001445305
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $94,305,143.15 | 1,581,505 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.06% | $76,044,033.56 | 1,234,882 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.10% | $74,026,351.64 | 1,241,428 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $69,517,667.71 | 1,165,817 | Mar 31, 2026 | May 28, 2026 |
|
SKYY
First Trust Cloud Computing ETF
|
ETF | First Trust | 1.80% | $42,173,496.39 | 707,253 | Mar 31, 2026 | May 21, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.10% | $38,857,829.87 | 651,649 | Mar 31, 2026 | May 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 0.86% | $36,171,558.00 | 606,600 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $34,918,672.07 | 585,589 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.35% | $29,911,417.48 | 559,301 | Apr 30, 2026 | Jun 26, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.52% | $29,598,488.58 | 480,651 | Feb 27, 2026 | Apr 23, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.72% | $27,702,640.00 | 518,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $26,804,389.92 | 501,204 | Apr 30, 2026 | Jun 26, 2026 |
|
HWSIX
Hotchkis and Wiley Small Cap Value Fund
|
MF | Independent / Boutique | 3.96% | $25,855,568.00 | 433,600 | Mar 31, 2026 | Jun 1, 2026 |
|
MPGFX
Mairs & Power Growth Fund
|
MF | Independent / Boutique | 0.50% | $25,051,397.82 | 420,114 | Mar 31, 2026 | May 12, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.20% | $24,651,996.08 | 413,416 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 1.01% | $22,776,811.47 | 381,969 | Mar 31, 2026 | May 29, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.25% | $20,490,716.53 | 343,631 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $17,040,417.60 | 276,720 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $15,650,249.10 | 254,145 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.10% | $15,341,363.82 | 249,129 | Feb 28, 2026 | Apr 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.36% | $15,235,328.92 | 284,879 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.15% | $14,904,041.46 | 249,942 | Mar 31, 2026 | May 28, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.13% | $13,915,376.06 | 233,362 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.06% | $12,029,256.40 | 224,930 | Apr 30, 2026 | Jun 26, 2026 |
|
LSSNX
Loomis Sayles Small Cap Growth Fund
|
MF | Independent / Boutique | 0.62% | $11,945,081.60 | 200,320 | Mar 31, 2026 | May 29, 2026 |
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