Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership305 shares
Latest Disclosed Value $ 18
Bessemer Group Inc reports 16.44% decrease in ownership of 0WKA / Workiva Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 305 shares of Workiva Inc. (DE:0WKA) valued at $15,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 365 shares of Workiva Inc.. The current value of the position is $12,908 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)
2026-05-06 2026-03-31 13F WORKIVA SC 98139A105 305 -60 -16.44 0 0.0000
2026-02-05 2025-12-31 13F WORKIVA SC 98139A105 365 0 0.00 0 0.0000
2025-11-05 2025-09-30 13F WORKIVA SC 98139A105 365 -202 -35.63 0 0.0000
2025-08-01 2025-06-30 13F WORKIVA SC 98139A105 567 0 0.00 0 0.0001
2025-04-23 2025-03-31 13F WORKIVA SC 98139A105 567 296 109.23 0 0.0001
2025-02-13 2024-12-31 13F WORKIVA SC 98139A105 271 -902 -76.90 0 0.0000
2024-11-12 2024-09-30 13F WORKIVA SC 98139A105 1,173 -240,262 -99.51 0 -100.00 0.0002
2024-08-13 2024-06-30 13F WORKIVA SC 98139A105 241,435 31,743 15.14 18 0.00 0.0311
2024-08-13 2024-03-31 13F/A-1 WORKIVA SC 98139A105 209,692 19,045 9.99 18 -10.53 0.0321
2024-05-13 2024-03-31 13F WORKIVA SC 98139A105 209,692 19,045 18 0.0321
2024-02-09 2023-12-31 13F WORKIVA SC 98139A105 190,647 70,587 58.79 19 58.33 0.0377
2023-11-13 2023-09-30 13F WORKIVA SC 98139A105 120,060 36,792 44.19 12 50.00 0.0267
2023-08-10 2023-06-30 13F WORKIVA SC 98139A105 83,268 9,296 12.57 8 14.29 0.0180
2023-05-10 2023-03-31 13F WORKIVA SC 98139A105 73,972 3,269 4.62 8 40.00 0.0180
2023-02-13 2022-12-31 13F WORKIVA SC 98139A105 70,703 5,228 7.98 6 -99.90 0.0145
2022-11-09 2022-09-30 13F WORKIVA SC 98139A105 65,475 20,289 44.90 5,094 70.82 0.0133
2022-08-10 2022-06-30 13F WORKIVA SC 98139A105 45,186 45,186 2,982 0.0074
2021-11-12 2021-09-30 13F WORKIVA SC 98139A105 0 -110 -100.00 0 -100.00
2021-08-06 2021-06-30 13F WORKIVA SC 98139A105 110 110 12 0.0000
2018-11-06 2018-09-30 13F WORKIVA SC 98139A105 0 -7,700 -100.00 0 -100.00
2018-07-25 2018-06-30 13F WORKIVA SC 98139A105 7,700 -1,600 -17.20 188 -14.55 0.0007
2018-05-10 2018-03-31 13F WORKIVA SC 98139A105 9,300 9,300 220 0.0009
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.