Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionPnc Financial Services Group, Inc.
Latest Disclosed Ownership3,387 shares
Latest Disclosed Value $ 201,966
Pnc Financial Services Group, Inc. reports 31.64% decrease in ownership of 0WKA / Workiva Inc.

On May 8, 2026 - Pnc Financial Services Group, Inc. filed a 13F-HR form disclosing ownership of 3,387 shares of Workiva Inc. (DE:0WKA) valued at $172,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,955 shares of Workiva Inc.. This represents a change in shares of -31.64% during the quarter. The current value of the position is $143,338 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)
2026-05-08 2026-03-31 13F WORKIVA COM CL A 98139A105 3,387 -1,568 -31.64 202 -52.93 0.0001
2026-02-06 2025-12-31 13F WORKIVA COM CL A 98139A105 4,955 1,178 31.19 427 31.38 0.0002
2025-11-07 2025-09-30 13F WORKIVA COM CL A 98139A105 3,777 -48 -1.25 325 24.52 0.0002
2025-08-08 2025-06-30 13F WORKIVA COM CL A 98139A105 3,825 -688 -15.24 262 -23.68 0.0002
2025-05-09 2025-03-31 13F WORKIVA COM CL A 98139A105 4,513 -783 -14.78 343 -40.93 0.0002
2025-02-07 2024-12-31 13F WORKIVA COM CL A 98139A105 5,296 267 5.31 580 45.84 0.0004
2024-11-08 2024-09-30 13F WORKIVA COM CL A 98139A105 5,029 1,203 31.44 398 42.29 0.0003
2024-08-09 2024-06-30 13F WORKIVA COM CL A 98139A105 3,826 -16,019 -80.72 279 -83.41 0.0002
2024-05-10 2024-03-31 13F WORKIVA COM CL A 98139A105 19,845 -147 -0.74 1,683 -17.10 0.0012
2024-03-22 2023-12-31 13F/A-1 WORKIVA COM CL A 98139A105 19,992 5,922 42.09 2,030 42.39 0.0016
2024-02-09 2023-12-31 13F WORKIVA COM CL A 98139A105 19,992 5,922 2,030 0.0016
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 14,070 -1,038 -6.87 1,426 -7.17 0.0012
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 15,108 -839 -5.26 1,536 -6.00 0.0013
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 15,947 -481 -2.93 1,633 18.42 0.0014
2023-02-10 2022-12-31 13F WORKIVA COM CL A 98139A105 16,428 -596 -3.50 1,379 4.15 0.0013
2022-11-10 2022-09-30 13F WORKIVA COM CL A 98139A105 17,024 5,894 52.96 1,324 80.14 0.0014
2022-08-12 2022-06-30 13F WORKIVA COM CL A 98139A105 11,130 -3,724 -25.07 735 -58.07 0.0007
2022-05-12 2022-03-31 13F WORKIVA COM CL A 98139A105 14,854 -542 -3.52 1,753 -12.79 0.0015
2022-02-11 2021-12-31 13F WORKIVA IN Common Stock 98139A105 15,396 2,758 21.82 2,010 12.86 0.0017
2021-11-05 2021-09-30 13F WORKIVA IN Common Stock 98139A105 12,638 -2,063 -14.03 1,781 8.73 0.0016
2021-08-06 2021-06-30 13F WORKIVA IN Common Stock 98139A105 14,701 373 2.60 1,638 29.49 0.0015
2021-05-07 2021-03-31 13F WORKIVA IN Common Stock 98139A105 14,328 1,091 8.24 1,265 4.37 0.0012
2021-02-12 2020-12-31 13F WORKIVA COM CL A 98139A105 13,237 -526 -3.82 1,212 58.02 0.0012
2020-11-06 2020-09-30 13F WORKIVA COM CL A 98139A105 13,763 2,682 24.20 767 29.34 0.0009
2020-08-28 2020-06-30 13F/A-1 WORKIVA COM CL A 98139A105 11,081 566 5.38 593 73.90 0.0008
2020-08-07 2020-06-30 13F WORKIVA COM CL A 98139A105 11,081 566 593 123.1296
2020-05-08 2020-03-31 13F WORKIVA COM CL A 98139A105 10,515 264 2.58 341 -20.88 0.0004
2020-02-07 2019-12-31 13F WORKIVA COM CL A 98139A105 10,251 4,793 87.82 431 80.33 0.0004
2019-11-08 2019-09-30 13F WORKIVA COM CL A 98139A105 5,458 -35 -0.64 239 -25.08 0.0002
2019-08-09 2019-06-30 13F WORKIVA COM CL A 98139A105 5,493 0 0.00 319 14.34 0.0003
2019-05-10 2019-03-31 13F WORKIVA COM CL A 98139A105 5,493 0 0.00 279 40.91 0.0003
2019-02-08 2018-12-31 13F WORKIVA COM CL A 98139A105 5,493 -10 -0.18 198 -8.76 0.0002
2018-11-09 2018-09-30 13F WORKIVA COM CL A 98139A105 5,503 20 0.36 217 60.74 0.0002
2018-08-10 2018-06-30 13F WORKIVA COM CL A 98139A105 5,483 718 15.07 135 19.47 0.0001
2018-05-11 2018-03-31 13F WORKIVA COM CL A 98139A105 4,765 4,765 113 0.0001
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.