Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership15,271 shares
Latest Disclosed Value $ 910,580
HighTower Advisors, LLC reports 6.99% decrease in ownership of 0WKA / Workiva Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 15,271 shares of Workiva Inc. (DE:0WKA) valued at $778,821 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,418 shares of Workiva Inc.. This represents a change in shares of -6.99% during the quarter. The current value of the position is $646,269 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)
2026-05-05 2026-03-31 13F WORKIVA COM CL A 98139A105 15,271 -1,147 -6.99 911 -35.73 0.0010
2026-02-06 2025-12-31 13F WORKIVA COM CL A 98139A105 16,418 -606 -3.56 1,416 -3.34 0.0015
2025-11-07 2025-09-30 13F WORKIVA COM CL A 98139A105 17,024 -1,350 -7.35 1,465 16.55 0.0017
2025-08-11 2025-06-30 13F WORKIVA COM CL A 98139A105 18,374 -1,537 -7.72 1,258 -16.81 0.0016
2025-05-13 2025-03-31 13F WORKIVA COM CL A 98139A105 19,911 -1,850 -8.50 1,511 -36.57 0.0021
2025-02-07 2024-12-31 13F WORKIVA COM CL A 98139A105 21,761 -1,017 -4.46 2,383 31.82 0.0033
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 22,778 -1,657 -6.78 1,807 1.18 0.0026
2024-08-13 2024-06-30 13F WORKIVA COM CL A 98139A105 24,435 -2,866 -10.50 1,786 -22.95 0.0028
2024-05-06 2024-03-31 13F WORKIVA COM CL A 98139A105 27,301 -510 -1.83 2,318 -17.51 0.0038
2024-02-12 2023-12-31 13F WORKIVA COM CL A 98139A105 27,811 335 1.22 2,810 1.33 0.0047
2023-11-08 2023-09-30 13F WORKIVA COM CL A 98139A105 27,476 -1,793 -6.13 2,773 -6.44 0.0052
2023-08-14 2023-06-30 13F WORKIVA COM CL A 98139A105 29,269 -1,116 -3.67 2,964 -4.42 0.0058
2023-05-12 2023-03-31 13F WORKIVA COM CL A 98139A105 30,385 -2,480 -7.55 3,101 11.95 0.0068
2023-02-09 2022-12-31 13F WORKIVA COM CL A 98139A105 32,865 -2,785 -7.81 2,770 -0.36 0.0063
2022-11-09 2022-09-30 13F WORKIVA COM CL A 98139A105 35,650 -309 -0.86 2,780 16.61 0.0074
2022-08-10 2022-06-30 13F WORKIVA COM CL A 98139A105 35,959 274 0.77 2,384 -43.29 0.0062
2022-05-12 2022-03-31 13F WORKIVA COM CL A 98139A105 35,685 1,023 2.95 4,204 -6.99 0.0094
2022-02-10 2021-12-31 13F WORKIVA COM CL A 98139A105 34,662 594 1.74 4,520 -6.03 0.0099
2021-11-12 2021-09-30 13F WORKIVA COM CL A 98139A105 34,068 259 0.77 4,810 27.89 0.0129
2021-08-06 2021-06-30 13F WORKIVA COM CL A 98139A105 33,809 -3,419 -9.18 3,761 14.42 0.0109
2021-05-10 2021-03-31 13F WORKIVA COM CL A 98139A105 37,228 37,228 3,287 0.0104
2021-02-10 2020-12-31 13F WORKIVA COM CL A 98139A105 0 -52,764 -100.00 0 -100.00
2020-11-13 2020-09-30 13F WORKIVA COM CL A 98139A105 52,764 -1,655 -3.04 2,944 1.27 0.0142
2020-08-10 2020-06-30 13F WORKIVA COM CL A 98139A105 54,419 6,319 13.14 2,907 86.95 0.0159
2020-05-21 2020-03-31 13F WORKIVA COM CL A 98139A105 48,100 0 0.00 1,555 -23.10 0.0101
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 48,100 1,000 2.12 2,022 -2.03 0.0119
2019-11-12 2019-09-30 13F WORKIVA COM CL A 98139A105 47,100 1,000 2.17 2,064 -22.93 0.0112
2019-08-13 2019-06-30 13F WORKIVA COM CL A 98139A105 46,100 0 0.00 2,678 14.54 0.0159
2019-05-15 2019-03-31 13F WORKIVA COM CL A 98139A105 46,100 -5,000 -9.78 2,338 27.41 0.0156
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 51,100 0 0.00 1,835 -9.11 0.0141
2018-11-09 2018-09-30 13F WORKIVA COM CL A 98139A105 51,100 0 0.00 2,019 62.04 0.0146
2018-08-14 2018-06-30 13F WORKIVA COM CL A 98139A105 51,100 0 0.00 1,246 2.89 0.0098
2018-05-15 2018-03-31 13F WORKIVA COM CL A 98139A105 51,100 -1,000 -1.92 1,211 8.71 0.0101
2018-02-14 2017-12-31 13F WORKIVA COM CL A 98139A105 52,100 0 0.00 1,114 2.58 0.0091
2017-11-14 2017-09-30 13F WORKIVA COM CL A 98139A105 52,100 100 0.19 1,086 9.59 0.0093
2017-09-22 2017-06-30 13F/A-1 WORKIVA COM CL A 98139A105 52,000 -5,732 -9.93 991 9.62 0.0089
2017-08-14 2017-06-30 13F WORKIVA COM CL A 98139A105 52,000 -5,732 991
2017-05-15 2017-03-31 13F WORKIVA COM CL A 98139A105 57,732 900 1.58 904 16.65 0.0087
2017-02-10 2016-12-31 13F WORKIVA COM CL A 98139A105 56,832 1,170 2.10 775 -23.19 0.0084
2016-11-14 2016-09-30 13F WORKIVA COM CL A 98139A105 55,662 -7,445 -11.80 1,009 17.33 0.0117
2016-08-11 2016-06-30 13F WORKIVA COM CL A 98139A105 63,107 -630 -0.99 860 15.75 0.0109
2016-05-16 2016-03-31 13F WORKIVA COM CL A 98139A105 63,737 63,737 0.00 743 0.0024
2016-05-18 2015-12-31 13F/A-1 WORKIVA COM CL A 98139A105 0 -62,977 -100.00 0 -100.00
2015-11-16 2015-09-30 13F WORKIVA COM CL A 98139A105 62,977 62,977 959 0.0127
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.