Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership191,022 shares
Latest Disclosed Value $ 11,213,020
Jpmorgan Chase & Co reports 69.19% increase in ownership of 0WKA / Workiva Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 191,022 shares of Workiva Inc. (DE:0WKA) valued at $9,742,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 112,904 shares of Workiva Inc.. This represents a change in shares of 69.19% during the quarter. The current value of the position is $8,084,051 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)
2026-05-13 2026-03-31 13F/A-1 WORKIVA COMMON 98139A105 191,022 78,118 69.19 11,213 15.15 0.0001
2026-05-13 2026-03-31 13F WORKIVA COMMON 98139A105 0 -100.00 0
2026-02-11 2025-12-31 13F WORKIVA COMMON 98139A105 112,904 -274,711 -70.87 9,738 -70.81 0.0006
2025-11-26 2025-09-30 13F/A-1 WORKIVA COMMON 98139A105 387,615 -66,125 -14.57 33,366 7.43 0.0020
2025-11-07 2025-09-30 13F WORKIVA COMMON 98139A105 387,615 -66,125 33,366 0.0002
2025-08-12 2025-06-30 13F WORKIVA COMMON 98139A105 453,740 -92,601 -16.95 31,059 -25.11 0.0020
2025-05-12 2025-03-31 13F WORKIVA COMMON 98139A105 546,341 -630,056 -53.56 41,473 -67.80 0.0030
2025-02-12 2024-12-31 13F WORKIVA COMMON 98139A105 1,176,397 -214,831 -15.44 128,815 17.03 0.0096
2024-12-26 2024-09-30 13F/A-1 WORKIVA COMMON 98139A105 1,391,228 -223,085 -13.82 110,074 -6.58 0.0084
2024-11-08 2024-09-30 13F WORKIVA COMMON 98139A105 1,391,228 -223,085 110,074 0.0084
2024-12-26 2024-06-30 13F/A-1 WORKIVA COMMON 98139A105 1,614,313 -34,829 -2.11 117,829 -15.75 0.0097
2024-08-12 2024-06-30 13F WORKIVA COMMON 98139A105 1,614,313 -34,829 117,829 0.0097
2024-12-26 2024-03-31 13F/A-1 WORKIVA COMMON 98139A105 1,649,142 218,014 15.23 139,847 -3.75 0.0118
2024-05-10 2024-03-31 13F WORKIVA COMMON 98139A105 1,649,142 218,014 139,847 0.0118
2024-12-26 2023-12-31 13F/A-1 WORKIVA COMMON 98139A105 1,431,128 5,685 0.40 145,302 0.59 0.0139
2024-02-12 2023-12-31 13F WORKIVA COMMON 98139A105 1,431,128 5,685 145,302 0.0140
2023-11-14 2023-09-30 13F WORKIVA COMMON 98139A105 1,425,443 468,777 49.00 144,454 48.53 0.0159
2023-08-11 2023-06-30 13F WORKIVA COMMON 98139A105 956,666 85,298 9.79 97,255 8.98 0.0106
2023-05-18 2023-03-31 13F/A-1 WORKIVA COMMON 98139A105 871,368 46,289 5.61 89,237 129,228.99 0.0109
2023-05-11 2023-03-31 13F WORKIVA COMMON 98139A105 809,266 -15,813 89,237 0.0013
2023-02-13 2022-12-31 13F WORKIVA COMMON 98139A105 825,079 243,024 41.75 69 -99.85 0.0091
2022-11-14 2022-09-30 13F WORKIVA COMMON 98139A105 582,055 416,826 252.27 45,283 315.29 0.0065
2022-08-11 2022-06-30 13F WORKIVA COMMON 98139A105 165,229 38,585 30.47 10,904 -27.03 0.0015
2022-05-11 2022-03-31 13F WORKIVA COMMON 98139A105 126,644 -43,729 -25.67 14,943 -32.78 0.0018
2022-02-11 2021-12-31 13F/A-1 WORKIVA COMMON 98139A105 170,373 -5,783 -3.28 22,231 -10.47 0.0026
2022-02-10 2021-12-31 13F WORKIVA COMMON 98139A105 170,373 -5,783 22,231 0.0025
2021-11-12 2021-09-30 13F WORKIVA COMMON 98139A105 176,156 17,093 10.75 24,830 40.22 0.0031
2021-08-12 2021-06-30 13F WORKIVA COMMON 98139A105 159,063 47,738 42.88 17,708 80.22 0.0021
2021-05-12 2021-03-31 13F WORKIVA COMMON 98139A105 111,325 -226,279 -67.02 9,826 -68.23 0.0013
2021-02-19 2020-12-31 13F/A-1 WORKIVA COMMON 98139A105 337,604 312,094 1,223.42 30,931 2,030.23 0.0045
2021-02-11 2020-12-31 13F WORKIVA COMMON 98139A105 337,604 312,094 30,931 764.9457
2020-11-12 2020-09-30 13F/A-1 WORKIVA COMMON 98139A105 25,510 7,301 40.10 1,452 49.08 0.0002
2020-11-12 2020-09-30 13F WORKIVA COMMON 98139A105 25,510 1,452
2020-08-11 2020-06-30 13F WORKIVA COMMON 98139A105 18,209 -235,754 -92.83 974 -88.14 0.0002
2020-05-12 2020-03-31 13F WORKIVA COMMON 98139A105 253,963 235,967 1,311.22 8,211 984.68 0.0019
2020-02-11 2019-12-31 13F WORKIVA COMMON 98139A105 17,996 1,360 8.18 757 3.84 0.0001
2019-11-12 2019-09-30 13F WORKIVA COMMON 98139A105 16,636 -211,882 -92.72 729 -94.43 0.0001
2019-08-07 2019-06-30 13F WORKIVA COMMON 98139A105 228,518 209,937 1,129.85 13,097 1,290.34 0.0026
2019-05-07 2019-03-31 13F WORKIVA COMMON 98139A105 18,581 11,304 155.34 942 260.92 0.0002
2019-02-11 2018-12-31 13F WORKIVA COMMON 98139A105 7,277 -7,433 -50.53 261 -55.08 0.0001
2018-11-13 2018-09-30 13F/A-1 WORKIVA COMMON 98139A105 14,710 -73,395 -83.30 581 -72.98 0.0001
2018-11-07 2018-09-30 13F WORKIVA COMMON 98139A105 14,710 -73,395 581
2018-08-14 2018-06-30 13F WORKIVA COMMON 98139A105 88,105 -154,703 -63.71 2,150 -62.63 0.0004
2018-05-10 2018-03-31 13F WORKIVA COMMON 98139A105 242,808 -24,149 -9.05 5,754 0.72 0.0012
2018-02-13 2017-12-31 13F WORKIVA COMMON 98139A105 266,957 128,382 92.64 5,713 97.27 0.0012
2017-11-09 2017-09-30 13F WORKIVA COMMON 98139A105 138,575 -19,761 -12.48 2,896 -3.98 0.0006
2017-08-09 2017-06-30 13F WORKIVA COMMON 98139A105 158,336 142,595 905.88 3,016 1,126.02 0.0007
2017-05-10 2017-03-31 13F WORKIVA COMMON 98139A105 15,741 -16,374 -50.99 246 -43.84 0.0001
2017-02-06 2016-12-31 13F WORKIVA COMMON 98139A105 32,115 32,115 0.00 438 0.0001
2016-05-10 2016-03-31 13F WORKIVA COMMON 98139A105 0 -597 -100.00 0 -100.00
2016-02-12 2015-12-31 13F WORKIVA COMMON 98139A105 597 597 10 0.0000
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.