Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership13,916 shares
Latest Disclosed Value $ 829,781
LPL Financial LLC reports 32.03% decrease in ownership of 0WKA / Workiva Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 13,916 shares of Workiva Inc. (DE:0WKA) valued at $709,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 20,475 shares of Workiva Inc.. This represents a change in shares of -32.03% during the quarter. The current value of the position is $588,925 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)
2026-05-06 2026-03-31 13F WORKIVA COM CL A 98139A105 13,916 -6,559 -32.03 830 -53.03 0.0002
2026-02-11 2025-12-31 13F WORKIVA COM CL A 98139A105 20,475 185 0.91 1,766 1.09 0.0005
2025-11-12 2025-09-30 13F WORKIVA COM CL A 98139A105 20,290 2,355 13.13 1,747 42.30 0.0005
2025-08-12 2025-06-30 13F WORKIVA COM CL A 98139A105 17,935 1,541 9.40 1,228 -1.37 0.0004
2025-05-07 2025-03-31 13F WORKIVA COM CL A 98139A105 16,394 1,860 12.80 1,244 -21.81 0.0005
2025-02-11 2024-12-31 13F WORKIVA COM CL A 98139A105 14,534 527 3.76 1,591 43.59 0.0006
2024-11-08 2024-09-30 13F WORKIVA COM CL A 98139A105 14,007 -5,995 -29.97 1,108 -24.06 0.0005
2024-08-07 2024-06-30 13F WORKIVA COM CL A 98139A105 20,002 592 3.05 1,460 -11.31 0.0007
2024-05-10 2024-03-31 13F WORKIVA COM CL A 98139A105 19,410 677 3.61 1,646 -13.47 0.0009
2024-02-14 2023-12-31 13F WORKIVA COM CL A 98139A105 18,733 -2,041 -9.82 1,902 -9.69 0.0012
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 20,774 16,140 348.30 2,105 346.92 0.0015
2023-07-31 2023-06-30 13F WORKIVA COM CL A 98139A105 4,634 -79 -1.68 471 -2.28 0.0003
2023-05-10 2023-03-31 13F WORKIVA COM CL A 98139A105 4,713 -86 -1.79 483 19.90 0.0004
2023-02-07 2022-12-31 13F WORKIVA COM CL A 98139A105 4,799 183 3.96 403 11.98 0.0003
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 4,616 -1,272 -21.60 359 -7.71 0.0003
2022-08-12 2022-06-30 13F WORKIVA COM CL A 98139A105 5,888 297 5.31 389 -41.06 0.0004
2022-05-16 2022-03-31 13F WORKIVA COM CL A 98139A105 5,591 845 17.80 660 6.62 0.0006
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 4,746 -1,670 -26.03 619 -31.53 0.0005
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 6,416 519 8.80 904 37.60 0.0008
2021-08-13 2021-06-30 13F WORKIVA COM CL A 98139A105 5,897 44 0.75 657 27.08 0.0007
2021-05-14 2021-03-31 13F WORKIVA COM CL A 98139A105 5,853 26 0.45 517 -3.18 0.0006
2021-02-12 2020-12-31 13F WORKIVA COM CL A 98139A105 5,827 -27 -0.46 534 63.80 0.0007
2020-11-09 2020-09-30 13F WORKIVA COM CL A 98139A105 5,854 5,854 326 0.0005
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 0 -7,346 -100.00 0 -100.00
2019-11-13 2019-09-30 13F WORKIVA COM CL A 98139A105 7,346 -3,348 -31.31 322 -48.15 0.0007
2019-08-09 2019-06-30 13F WORKIVA COM CL A 98139A105 10,694 10,694 621 0.0013
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.