Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership862,936 shares
Latest Disclosed Value $ 51,456,873
First Trust Advisors Lp reports 16.41% increase in ownership of 0WKA / Workiva Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 862,936 shares of Workiva Inc. (DE:0WKA) valued at $44,009,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 741,293 shares of Workiva Inc.. This represents a change in shares of 16.41% during the quarter. The current value of the position is $36,519,452 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F WORKIVA COM CL A 98139A105 862,936 121,643 16.41 51,457 -19.52 0.0367
2026-02-13 2025-12-31 13F WORKIVA COM CL A 98139A105 741,293 -71,467 -8.79 63,937 -8.61
2025-11-12 2025-09-30 13F WORKIVA COM CL A 98139A105 812,760 -151,587 -15.72 69,962 5.99 0.0520
2025-08-13 2025-06-30 13F WORKIVA COM CL A 98139A105 964,347 3,673 0.38 66,010 -9.48 0.0531
2025-05-14 2025-03-31 13F WORKIVA COM CL A 98139A105 960,674 136,455 16.56 72,925 -19.20 0.0646
2025-02-13 2024-12-31 13F WORKIVA COM CL A 98139A105 824,219 24,172 3.02 90,252 42.58 0.0796
2024-11-13 2024-09-30 13F WORKIVA COM CL A 98139A105 800,047 -18,595 -2.27 63,300 5.94 0.0603
2024-08-13 2024-06-30 13F WORKIVA COM CL A 98139A105 818,642 52,425 6.84 59,753 -8.04 0.0609
2024-05-13 2024-03-31 13F WORKIVA COM CL A 98139A105 766,217 139,414 22.24 64,975 2.10 0.0659
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 626,803 47,256 8.15 63,639 8.36 0.0694
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 579,547 -52,364 -8.29 58,731 -8.58 0.0696
2023-08-14 2023-06-30 13F WORKIVA COM CL A 98139A105 631,911 1,287 0.20 64,240 -0.53 0.0730
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 630,624 -80,071 -11.27 64,582 8.25 0.0746
2023-02-09 2022-12-31 13F WORKIVA COM CL A 98139A105 710,695 -262,835 -27.00 59,661 -21.23 0.0709
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 973,530 12,647 1.32 75,741 19.45 0.0982
2022-08-12 2022-06-30 13F WORKIVA COM CL A 98139A105 960,883 19,109 2.03 63,409 -42.94 0.0783
2022-05-13 2022-03-31 13F WORKIVA COM CL A 98139A105 941,774 17,779 1.92 111,129 -7.83 0.1137
2022-02-08 2021-12-31 13F WORKIVA COM CL A 98139A105 923,995 -35,847 -3.73 120,572 -10.88 0.1173
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 959,842 502,378 109.82 135,299 165.66 0.1455
2021-10-12 2021-06-30 13F/A-1 WORKIVA COM CL A 98139A105 457,464 -13,064 -2.78 50,929 22.63 0.0551
2021-08-16 2021-06-30 13F WORKIVA COM CL A 98139A105 457,464 -13,064 50,929 0.0525
2021-05-14 2021-03-31 13F WORKIVA COM CL A 98139A105 470,528 -101,546 -17.75 41,529 -20.77 0.0503
2021-02-02 2020-12-31 13F WORKIVA COM CL A 98139A105 572,074 -83,842 -12.78 52,413 43.31 0.0695
2020-11-05 2020-09-30 13F WORKIVA COM CL A 98139A105 655,916 -35,089 -5.08 36,574 -1.05 0.0586
2020-07-22 2020-06-30 13F WORKIVA COM CL A 98139A105 691,005 288,206 71.55 36,962 183.84 0.0641
2020-05-06 2020-03-31 13F WORKIVA COM CL A 98139A105 402,799 9,773 2.49 13,022 -21.21 0.0295
2020-02-03 2019-12-31 13F WORKIVA COM CL A 98139A105 393,026 -4,371 -1.10 16,527 -5.12 0.0282
2019-11-04 2019-09-30 13F WORKIVA COM CL A 98139A105 397,397 -9,359 -2.30 17,418 -26.28 0.0328
2019-07-30 2019-06-30 13F WORKIVA COM CL A 98139A105 406,756 406,756 23,628 0.0445
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.