Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership12,523 shares
Latest Disclosed Value $ 746,746
Jacobs Levy Equity Management, Inc ownership in 0WKA / Workiva Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 12,523 shares of Workiva Inc. (DE:0WKA) valued at $638,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 17, 2025 disclosing 0 shares of Workiva Inc.. The current value of the position is $529,973 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)
2026-05-15 2026-03-31 13F WORKIVA COM CL A 98139A105 12,523 12,523 747 0.0031
2025-11-17 2025-09-30 13F WORKIVA COM CL A 98139A105 0 -229,343 -100.00 0 -100.00
2025-08-14 2025-06-30 13F WORKIVA COM CL A 98139A105 229,343 127,210 124.55 15,699 102.50 0.0615
2025-05-15 2025-03-31 13F WORKIVA COM CL A 98139A105 102,133 -3,322 -3.15 7,753 -32.87 0.0308
2025-02-14 2024-12-31 13F WORKIVA COM CL A 98139A105 105,455 -122,043 -53.65 11,547 -35.85 0.0409
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 227,498 227,498 18,000 0.0694
2023-11-16 2023-09-30 13F WORKIVA COM CL A 98139A105 0 -26,938 -100.00 0 -100.00
2023-08-14 2023-06-30 13F WORKIVA COM CL A 98139A105 26,938 1,800 7.16 2,739 6.37 0.0158
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 25,138 25,138 2,574 0.0158
2022-08-15 2022-06-30 13F WORKIVA COM CL A 98139A105 0 -5,468 -100.00 0 -100.00
2022-05-16 2022-03-31 13F WORKIVA COM CL A 98139A105 5,468 5,468 645 0.0043
2021-08-16 2021-06-30 13F WORKIVA COM CL A 98139A105 0 -78,059 -100.00 0 -100.00
2021-05-17 2021-03-31 13F WORKIVA COM CL A 98139A105 78,059 -222,694 -74.05 6,889 -75.00 0.0531
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 300,753 -27,833 -8.47 27,555 50.39 0.2416
2020-11-16 2020-09-30 13F WORKIVA COM CL A 98139A105 328,586 -65,628 -16.65 18,322 -13.11 0.1899
2020-08-17 2020-06-30 13F WORKIVA COM CL A 98139A105 394,214 878 0.22 21,087 65.82 0.2284
2020-05-15 2020-03-31 13F WORKIVA COM CL A 98139A105 393,336 4,513 1.16 12,717 -22.22 0.1634
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 388,823 48,394 14.22 16,350 9.58 0.1604
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 340,429 46,670 15.89 14,921 -12.56 0.1831
2019-08-13 2019-06-30 13F WORKIVA COM CL A 98139A105 293,759 12,162 4.32 17,064 19.52 0.2361
2019-05-14 2019-03-31 13F WORKIVA COM CL A 98139A105 281,597 75,790 36.83 14,277 93.30 0.2060
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 205,807 10,170 5.20 7,386 -4.43 0.1298
2018-11-14 2018-09-30 13F WORKIVA COM CL A 98139A105 195,637 -24,503 -11.13 7,728 43.88 0.1096
2018-08-14 2018-06-30 13F WORKIVA COM CL A 98139A105 220,140 66,747 43.51 5,371 47.76 0.0844
2018-05-15 2018-03-31 13F WORKIVA COM CL A 98139A105 153,393 6,164 4.19 3,635 15.36 0.0605
2018-02-13 2017-12-31 13F WORKIVA COM CL A 98139A105 147,229 49,219 50.22 3,151 54.16 0.0554
2017-11-14 2017-09-30 13F WORKIVA COM 98139A105 98,010 47,089 92.47 2,044 110.72 0.0397
2017-11-09 2017-06-30 13F/A-1 WORKIVA COM 98139A105 50,921 10,280 25.29 970 52.52 0.0207
2017-08-14 2017-06-30 13F WORKIVA COM CL A 98139A105 50,921 10,280 970
2017-05-12 2017-03-31 13F WORKIVA COM 98139A105 40,641 1,500 3.83 636 19.10 0.0129
2017-02-14 2016-12-31 13F WORKIVA COM 98139A105 39,141 7,882 25.22 534 -5.82 0.0103
2016-11-14 2016-09-30 13F WORKIVA COM 98139A105 31,259 0 0.00 567 32.79 0.0101
2016-08-15 2016-06-30 13F WORKIVA COM 98139A105 31,259 -400 -1.26 427 15.72 0.0088
2016-05-16 2016-03-31 13F WORKIVA COM 98139A105 31,659 31,659 369 0.0078
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.