Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionHsbc Holdings Plc
Latest Disclosed Ownership16,376 shares
Latest Disclosed Value $ 979,325
Hsbc Holdings Plc reports 17.98% increase in ownership of 0WKA / Workiva Inc.

On April 30, 2026 - Hsbc Holdings Plc filed a 13F-HR form disclosing ownership of 16,376 shares of Workiva Inc. (DE:0WKA) valued at $835,176 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 20, 2026 disclosing 13,880 shares of Workiva Inc.. This represents a change in shares of 17.98% during the quarter. The current value of the position is $693,032 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)
2026-04-30 2026-03-31 13F WORKIVA COM CL A 98139A105 16,376 2,496 17.98 979 -18.08 0.0001
2026-03-20 2025-12-31 13F/A-1 WORKIVA COM CL A 98139A105 13,880 13,880 1,196 0.0006
2026-03-06 2025-12-31 13F WORKIVA COM CL A 98139A105 13,880 13,880 1,196 0.0007
2025-11-13 2025-09-30 13F WORKIVA COM CL A 98139A105 0 -28,541 -100.00 0 -100.00
2025-08-13 2025-06-30 13F WORKIVA COM CL A 98139A105 28,541 2,564 9.87 1,935 -1.43 0.0012
2025-05-14 2025-03-31 13F WORKIVA COM CL A 98139A105 25,977 6,580 33.92 1,963 -7.37 0.0012
2025-02-14 2024-12-31 13F WORKIVA COM CL A 98139A105 19,397 -10,471 -35.06 2,119 -11.08 0.0012
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 29,868 15,564 108.81 2,382 127.94 0.0014
2024-08-12 2024-06-30 13F WORKIVA COM CL A 98139A105 14,304 10,870 316.54 1,045 259.11 0.0006
2024-05-15 2024-03-31 13F WORKIVA COM CL A 98139A105 3,434 3,434 291 0.0002
2024-02-12 2023-12-31 13F WORKIVA COM CL A 98139A105 0 -12,233 -100.00 0 -100.00
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 12,233 6,585 116.59 1,246 117.07 0.0013
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 5,648 -3,422 -37.73 575 -38.28 0.0006
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 9,070 6,367 235.55 930 311.50 0.0011
2023-02-14 2022-12-31 13F WORKIVA COM CL A 98139A105 2,703 -7,197 -72.70 227 -71.25 0.0003
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 9,900 4,465 82.15 786 119.55 0.0013
2022-08-11 2022-06-30 13F WORKIVA COM CL A 98139A105 5,435 5,435 358 0.0005
2022-05-16 2022-03-31 13F WORKIVA COM CL A 98139A105 0 -8,154 -100.00 0 -100.00
2022-02-11 2021-12-31 13F WORKIVA COM CL A 98139A105 8,154 3,348 69.66 1,065 58.72 0.0010
2021-11-12 2021-09-30 13F WORKIVA COM CL A 98139A105 4,806 1,188 32.84 671 65.27 0.0007
2021-08-13 2021-06-30 13F WORKIVA COM CL A 98139A105 3,618 3,618 406 0.0004
2021-05-14 2021-03-31 13F WORKIVA COM CL A 98139A105 0 -3,170 -100.00 0 -100.00
2021-02-25 2020-12-31 13F/A-1 WORKIVA COM CL A 98139A105 3,170 3,170 287 0.0004
2021-02-12 2020-12-31 13F WORKIVA COM CL A 98139A105 3,170 3,170 287 68.1443
2020-11-12 2020-09-30 13F WORKIVA COM CL A 98139A105 0 -8,267 -100.00 0 -100.00
2020-08-14 2020-06-30 13F WORKIVA COM CL A 98139A105 8,267 -3,318 -28.64 442 14.51 0.0008
2020-05-15 2020-03-31 13F WORKIVA COM CL A 98139A105 11,585 11,585 40.14 386 -12.67 0.0009
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 0 -3,968 -100.00 0 -100.00
2019-08-13 2019-06-30 13F WORKIVA COM CL A 98139A105 3,968 3,968 231 0.0004
2019-05-15 2019-03-31 13F WORKIVA COM CL A 98139A105 0 -35,437 -100.00 0 -100.00
2019-02-13 2018-12-31 13F WORKIVA COM CL A 98139A105 35,437 314 0.89 1,272 -8.29 0.0024
2018-11-13 2018-09-30 13F WORKIVA COM CL A 98139A105 35,123 11,984 51.79 1,387 145.49 0.0022
2018-08-10 2018-06-30 13F WORKIVA COM CL A 98139A105 23,139 23,139 565 0.0010
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.