Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership209,140 shares
Latest Disclosed Value $ 12,471,018
Renaissance Technologies Llc reports 25.05% decrease in ownership of 0WKA / Workiva Inc.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 209,140 shares of Workiva Inc. (DE:0WKA) valued at $10,666,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 279,040 shares of Workiva Inc.. This represents a change in shares of -25.05% during the quarter. The current value of the position is $8,850,805 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)
2026-05-14 2026-03-31 13F WORKIVA COM CL A 98139A105 209,140 -69,900 -25.05 12,471 -48.18 0.0195
2026-02-12 2025-12-31 13F WORKIVA COM CL A 98139A105 279,040 -131,471 -32.03 24,067 -31.89 0.0373
2025-11-13 2025-09-30 13F WORKIVA COM CL A 98139A105 410,511 -14,300 -3.37 35,337 21.52 0.0466
2025-08-13 2025-06-30 13F WORKIVA COM CL A 98139A105 424,811 -36,200 -7.85 29,078 -16.91 0.0387
2025-05-14 2025-03-31 13F WORKIVA COM CL A 98139A105 461,011 46,500 11.22 34,995 -22.90 0.0530
2025-02-13 2024-12-31 13F WORKIVA COM CL A 98139A105 414,511 -52,760 -11.29 45,389 22.77 0.0672
2024-11-13 2024-09-30 13F WORKIVA COM CL A 98139A105 467,271 -52,829 -10.16 36,970 -2.61 0.0556
2024-08-09 2024-06-30 13F WORKIVA COM CL A 98139A105 520,100 -90,800 -14.86 37,962 74,335.29 0.0644
2024-05-13 2024-03-31 13F WORKIVA COM CL A 98139A105 610,900 -6,700 -1.08 52 -17.74 0.0814
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 617,600 73,400 13.49 63 12.73 0.0971
2023-11-14 2023-09-30 13F WORKIVA COM CL A 98139A105 544,200 -78,900 -12.66 55 -12.70 0.0940
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 623,100 12,000 1.96 63 1.61 0.0913
2023-05-12 2023-03-31 13F WORKIVA COM CL A 98139A105 611,100 15,100 2.53 63 24.00 0.0831
2023-02-13 2022-12-31 13F WORKIVA COM CL A 98139A105 596,000 -84,900 -12.47 50 -99.91 0.0685
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 680,900 -241,800 -26.21 52,974 -13.00 0.0749
2022-08-12 2022-06-30 13F WORKIVA COM CL A 98139A105 922,700 5,000 0.54 60,889 -43.77 0.0721
2022-05-13 2022-03-31 13F WORKIVA COM CL A 98139A105 917,700 90,000 10.87 108,289 0.26 0.1271
2022-02-11 2021-12-31 13F WORKIVA COM CL A 98139A105 827,700 -62,700 -7.04 108,007 -13.95 0.1344
2021-11-12 2021-09-30 13F WORKIVA COM CL A 98139A105 890,400 -267,000 -23.07 125,511 -2.59 0.1621
2021-08-13 2021-06-30 13F WORKIVA COM CL A 98139A105 1,157,400 -194,300 -14.37 128,853 8.01 0.1609
2021-05-13 2021-03-31 13F WORKIVA COM CL A 98139A105 1,351,700 -28,900 -2.09 119,301 -5.68 0.1484
2021-02-10 2020-12-31 13F WORKIVA COM CL A 98139A105 1,380,600 -98,200 -6.64 126,491 53.40 0.1374
2020-11-13 2020-09-30 13F WORKIVA COM CL A 98139A105 1,478,800 -8,500 -0.57 82,458 3.65 0.0823
2020-08-13 2020-06-30 13F WORKIVA COM CL A 98139A105 1,487,300 -10,300 -0.69 79,556 64.31 0.0687
2020-05-14 2020-03-31 13F WORKIVA COM CL A 98139A105 1,497,600 -249,000 -14.26 48,417 -34.08 0.0470
2020-02-13 2019-12-31 13F WORKIVA COM CL A 98139A105 1,746,600 -149,000 -7.86 73,445 -11.60 0.0564
2019-11-13 2019-09-30 13F WORKIVA COM CL A 98139A105 1,895,600 128,200 7.25 83,084 -19.08 0.0703
2019-08-12 2019-06-30 13F WORKIVA COM CL A 98139A105 1,767,400 132,998 8.14 102,668 23.90 0.0904
2019-05-14 2019-03-31 13F WORKIVA COM CL A 98139A105 1,634,402 297,002 22.21 82,864 72.64 0.0753
2019-02-12 2018-12-31 13F WORKIVA COM CL A 98139A105 1,337,400 62,100 4.87 47,999 -4.71 0.0526
2018-11-13 2018-09-30 13F WORKIVA COM CL A 98139A105 1,275,300 111,300 9.56 50,374 77.36 0.0518
2018-08-13 2018-06-30 13F/A-1 WORKIVA COM CL A 98139A105 1,164,000 67,700 6.18 28,402 9.31 0.0310
2018-08-13 2018-06-30 13F WORKIVA COM CL A 98139A105 1,096,300 25,982
2018-05-14 2018-03-31 13F WORKIVA COM CL A 98139A105 1,096,300 338,000 44.57 25,982 60.11 0.0284
2018-02-13 2017-12-31 13F WORKIVA COM CL A 98139A105 758,300 321,394 73.56 16,228 78.15 0.0179
2017-11-13 2017-09-30 13F WORKIVA COM CL A 98139A105 436,906 121,706 38.61 9,109 51.69 0.0107
2017-08-11 2017-06-30 13F WORKIVA COM CL A 98139A105 315,200 248,600 373.27 6,005 476.30 0.0077
2017-05-12 2017-03-31 13F WORKIVA COM CL A 98139A105 66,600 5,600 9.18 1,042 25.09 0.0015
2017-02-13 2016-12-31 13F WORKIVA COM CL A 98139A105 61,000 23,800 63.98 833 23.59 0.0013
2016-11-14 2016-09-30 13F WORKIVA COM CL A 98139A105 37,200 -20,600 -35.64 674 -14.68 0.0012
2016-08-12 2016-06-30 13F WORKIVA COM CL A 98139A105 57,800 42,200 270.51 790 334.07 0.0015
2016-05-13 2016-03-31 13F WORKIVA COM CL A 98139A105 15,600 3,900 33.33 182 -11.65 0.0003
2016-02-11 2015-12-31 13F WORKIVA COM CL A 98139A105 11,700 11,700 206 0.0004
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.