Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership273,687 shares
Latest Disclosed Value $ 16,319,956
Ameriprise Financial Inc reports 14.94% decrease in ownership of 0WKA / Workiva Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 273,687 shares of Workiva Inc. (DE:0WKA) valued at $13,958,037 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 321,771 shares of Workiva Inc.. This represents a change in shares of -14.94% during the quarter. The current value of the position is $11,582,434 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WORKIVA COM 98139A105 273,687 -48,084 -14.94 16,320 -41.20 0.0007
2026-02-17 2025-12-31 13F WORKIVA COM 98139A105 321,771 -83,161 -20.54 27,753 -20.38 0.0063
2025-11-14 2025-09-30 13F WORKIVA COM 98139A105 404,932 -104,401 -20.50 34,857 -0.02 0.0080
2025-08-14 2025-06-30 13F WORKIVA COM 98139A105 509,333 -3,812 -0.74 34,864 -10.50 0.0086
2025-05-14 2025-03-31 13F WORKIVA COM 98139A105 513,145 -499,449 -49.32 38,953 -64.87 0.0105
2025-02-14 2024-12-31 13F WORKIVA COM 98139A105 1,012,594 -11,161 -1.09 110,879 36.89 0.0284
2024-11-14 2024-09-30 13F WORKIVA COM 98139A105 1,023,755 -241,160 -19.07 80,999 -12.27 0.0208
2024-08-14 2024-06-30 13F WORKIVA COM 98139A105 1,264,915 -216,380 -14.61 92,326 -26.50 0.0250
2024-05-15 2024-03-31 13F WORKIVA COM 98139A105 1,481,295 -71,998 -4.64 125,614 -20.35 0.0346
2024-02-14 2023-12-31 13F WORKIVA COM 98139A105 1,553,293 5,675 0.37 157,706 0.55 0.0472
2023-11-14 2023-09-30 13F WORKIVA COM 98139A105 1,547,618 126,094 8.87 156,836 8.53 0.0515
2023-08-14 2023-06-30 13F WORKIVA COM 98139A105 1,421,524 -130,864 -8.43 144,512 -9.10 0.0453
2023-05-22 2023-03-31 13F/A-1 WORKIVA COM 98139A105 1,552,388 11,041 0.72 158,982 22.84 0.0521
2023-05-15 2023-03-31 13F WORKHORSE GROUP COM 98139A105 1,552,388 11,041 158,982 0.0096
2023-02-14 2022-12-31 13F WORKIVA COM 98139A105 1,541,347 75,869 5.18 129,425 13.49 0.0444
2022-11-14 2022-09-30 13F WORKIVA COM 98139A105 1,465,478 -519,800 -26.18 114,037 -12.95 0.0422
2022-08-15 2022-06-30 13F WORKIVA COM 98139A105 1,985,278 42,334 2.18 131,002 -42.83 0.0457
2022-05-16 2022-03-31 13F WORKIVA COM 98139A105 1,942,944 652,683 50.59 229,128 36.08 0.0676
2022-02-14 2021-12-31 13F WORKIVA COM 98139A105 1,290,261 188,315 17.09 168,372 8.40 0.0466
2021-11-15 2021-09-30 13F WORKIVA COM 98139A105 1,101,946 327,679 42.32 155,318 80.19 0.0496
2021-08-16 2021-06-30 13F WORKIVA COM 98139A105 774,267 41,956 5.73 86,199 33.36 0.0267
2021-05-17 2021-03-31 13F WORKIVA COM 98139A105 732,311 685,326 1,458.61 64,634 1,401.37 0.0215
2021-02-12 2020-12-31 13F WORKIVA COM 98139A105 46,985 10,135 27.50 4,305 109.59 0.0015
2020-11-16 2020-09-30 13F WORKIVA COM 98139A105 36,850 -24 -0.07 2,054 4.16 0.0008
2020-08-14 2020-06-30 13F WORKIVA COM 98139A105 36,874 -971 -2.57 1,972 61.11 0.0008
2020-05-15 2020-03-31 13F WORKIVA COM 98139A105 37,845 5 0.01 1,224 -23.07 0.0006
2020-02-14 2019-12-31 13F WORKIVA COM 98139A105 37,840 37,840 1,591 0.0007
2019-11-14 2019-09-30 13F WORKIVA COM 98139A105 0 -6,307 -100.00 0 -100.00
2019-08-14 2019-06-30 13F WORKIVA COM 98139A105 6,307 2,288 56.93 367 79.90 0.0002
2019-05-15 2019-03-31 13F WORKIVA COM 98139A105 4,019 -31,093 -88.55 204 -83.82 0.0001
2019-02-14 2018-12-31 13F WORKIVA COM 98139A105 35,112 35,112 1,261 0.0006
2017-02-03 2016-12-31 13F WORKIVA COM 98139A105 0 -41,415 -100.00 0 -100.00
2016-11-08 2016-09-30 13F WORKIVA COM 98139A105 41,415 -22,200 -34.90 751 -13.58 0.0004
2016-08-08 2016-06-30 13F WORKIVA COM 98139A105 63,615 -5,839 -8.41 869 7.42 0.0005
2016-05-12 2016-03-31 13F WORKIVA COM 98139A105 69,454 0 0.00 809 -33.69 0.0005
2016-02-11 2015-12-31 13F WORKIVA COM 98139A105 69,454 42,378 156.51 1,220 196.84 0.0007
2015-11-12 2015-09-30 13F WORKIVA COM 98139A105 27,076 27,076 0.00 411 0.0003
2015-05-14 2015-03-31 13F WORKIVA COM 98139A105 0 -23,348 -100.00 0 -100.00
2015-02-13 2014-12-31 13F WORKIVA COM 98139A105 23,348 23,348 313 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.