Workiva Inc.
DE ˙ DB ˙ US98139A1051
42,32 € ↓ -1,80 (-4,08%)
2026-06-04
DEL PRIS
SecurityDE:0WKA / Workiva Inc.
InstitutionRhumbline Advisers
Latest Disclosed Ownership66,816 shares
Latest Disclosed Value $ 3,984,226
Rhumbline Advisers reports 1.61% increase in ownership of 0WKA / Workiva Inc.

On May 12, 2026 - Rhumbline Advisers filed a 13F-HR form disclosing ownership of 66,816 shares of Workiva Inc. (DE:0WKA) valued at $3,407,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 65,755 shares of Workiva Inc.. This represents a change in shares of 1.61% during the quarter. The current value of the position is $2,827,653 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)
2026-05-12 2026-03-31 13F WORKIVA INC COM CL A COM 98139A105 66,816 1,061 1.61 3,984 -29.75 0.0034
2026-02-13 2025-12-31 13F WORKIVA INC COM CL A COM 98139A105 65,755 -11,877 -15.30 5,671 -15.13 0.0046
2025-11-06 2025-09-30 13F WORKIVA INC COM CL A COM 98139A105 77,632 491 0.64 6,683 26.55 0.0054
2025-08-12 2025-06-30 13F WORKIVA INC COM CL A COM 98139A105 77,141 2,646 3.55 5,280 -6.61 0.0045
2025-05-29 2025-03-31 13F/A-1 WORKIVA INC COM CL A COM 98139A105 74,495 2,921 4.08 5,655 -27.86 0.0053
2025-04-08 2025-03-31 13F WORKIVA INC COM CL A COM 98139A105 74,495 2,921 5,655 0.0053
2025-05-29 2024-12-31 13F/A-1 WORKIVA INC COM CL A COM 98139A105 71,574 1,563 2.23 7,837 41.49 0.0070
2025-01-30 2024-12-31 13F WORKIVA INC COM CL A COM 98139A105 71,574 1,563 7,837 0.0070
2024-11-12 2024-09-30 13F WORKIVA INC COM CL A COM 98139A105 70,011 -4,649 -6.23 5,539 1.65 0.0050
2024-08-01 2024-06-30 13F WORKIVA INC COM CL A COM 98139A105 74,660 2,494 3.46 5,449 -10.95 0.0051
2024-05-09 2024-03-31 13F WORKIVA INC COM CL A COM 98139A105 72,166 -1,113 -1.52 6,120 -17.74 0.0059
2024-02-08 2023-12-31 13F WORKIVA INC COM CL A COM 98139A105 73,279 -281 -0.38 7,440 -0.20 0.0078
2023-11-09 2023-09-30 13F WORKIVA INC COM CL A COM 98139A105 73,560 4,215 6.08 7,455 5.75 0.0087
2023-08-08 2023-06-30 13F WORKIVA INC COM CL A COM 98139A105 69,345 1,003 1.47 7,050 117,383.33 0.0079
2023-05-11 2023-03-31 13F WORKIVA INC COM CL A COM 98139A105 68,342 1,611 2.41 7 -99.89 0.0086
2023-02-14 2022-12-31 13F WORKIVA INC COM CL A COM 98139A105 66,731 5,857 9.62 5,603 18.31 0.0075
2022-11-10 2022-09-30 13F WORKIVA INC COM CL A COM 98139A105 60,874 5,138 9.22 4,736 28.77 0.0071
2022-08-11 2022-06-30 13F WORKIVA INC COM CL A COM 98139A105 55,736 11,134 24.96 3,678 -30.12 0.0054
2022-05-12 2022-03-31 13F WORKIVA INC COM CL A COM 98139A105 44,602 1,366 3.16 5,263 -6.72 0.0068
2022-02-10 2021-12-31 13F WORKIVA INC COM CL A COM 98139A105 43,236 -248 -0.57 5,642 -7.96 0.0069
2021-11-12 2021-09-30 13F WORKIVA INC COM CL A COM 98139A105 43,484 1,701 4.07 6,130 31.77 0.0083
2021-08-05 2021-06-30 13F WORKIVA INC COM CL A COM 98139A105 41,783 -774 -1.82 4,652 23.86 0.0061
2021-05-06 2021-03-31 13F WORKIVA INC COM CL A COM 98139A105 42,557 -4,317 -9.21 3,756 -12.55 0.0051
2021-02-10 2020-12-31 13F WORKIVA INC COM CL A COM 98139A105 46,874 2,245 5.03 4,295 72.56 0.0059
2020-11-12 2020-09-30 13F WORKIVA INC COM CL A COM 98139A105 44,629 -11,035 -19.82 2,489 -16.39 0.0039
2020-08-13 2020-06-30 13F WORKIVA INC COM CL A COM 98139A105 55,664 5,853 11.75 2,977 84.91 0.0050
2020-05-06 2020-03-31 13F WORKIVA INC COM CL A COM 98139A105 49,811 267 0.54 1,610 -22.71 0.0034
2020-02-05 2019-12-31 13F WORKIVA INC COM CL A COM 98139A105 49,544 1,914 4.02 2,083 -0.24 0.0035
2019-10-23 2019-09-30 13F WORKIVA INC COM CL A COM 98139A105 47,630 1,186 2.55 2,088 -22.61 0.0038
2019-08-14 2019-06-30 13F WORKIVA INC COM CL A COM 98139A105 46,444 8,704 23.06 2,698 41.04 0.0051
2019-05-01 2019-03-31 13F WORKIVA INC COM CL A COM 98139A105 37,740 145 0.39 1,913 41.81 0.0037
2019-01-31 2018-12-31 13F WORKIVA INC COM CL A COM 98139A105 37,595 12,454 49.54 1,349 35.85 0.0029
2018-11-07 2018-09-30 13F WORKIVA INC COM CL A COM 98139A105 25,141 -1,755 -6.53 993 51.37 0.0019
2018-08-06 2018-06-30 13F WORKIVA INC COM CL A COM 98139A105 26,896 4,003 17.49 656 20.81 0.0013
2018-05-02 2018-03-31 13F WORKIVA INC COM CL A COM 98139A105 22,893 745 3.36 543 14.56 0.0011
2018-02-09 2017-12-31 13F WORKIVA INC COM CL A COM 98139A105 22,148 -4,353 -16.43 474 -14.29 0.0010
2017-11-06 2017-09-30 13F WORKIVA INC COM CL A COM 98139A105 26,501 370 1.42 553 11.04 0.0012
2017-08-02 2017-06-30 13F WORKIVA INC COM CL A COM 98139A105 26,131 3,055 13.24 498 37.95 0.0011
2017-05-02 2017-03-31 13F WORKIVA INC COM CL A COM 98139A105 23,076 810 3.64 361 18.75 0.0008
2017-01-27 2016-12-31 13F WORKIVA INC COM CL A COM 98139A105 22,266 1,666 8.09 304 -18.50 0.0008
2016-11-08 2016-09-30 13F WORKIVA INC COM CL A COM 98139A105 20,600 4,453 27.58 373 68.78 0.0010
2016-08-11 2016-06-30 13F WORKIVA INC COM CL A COM 98139A105 16,147 16,147 221 0.0007
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.