Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionBarclays Plc
Latest Disclosed Ownership582,586 shares
Latest Disclosed Value $ 50,248,043
Barclays Plc reports 531.63% increase in ownership of WK / Workiva Inc.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 582,586 shares of Workiva Inc. (US:WK) valued at $50,248,042 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 92,235 shares of Workiva Inc.. This represents a change in shares of 531.63% during the quarter. The current value of the position is $29,036,086 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)
2026-02-13 2025-12-31 13F WORKIVA COM 98139A105 582,586 490,351 531.63 50,248 532.93 0.0121
2026-03-31 2025-09-30 13F/A-3 WORKIVA COM 98139A105 92,235 -30,299 -24.73 7,940 -5.34 0.0017
2026-03-19 2025-09-30 13F/A-2 WORKIVA COM 98139A105 126,901 4,367 10,040 0.0027
2025-11-12 2025-09-30 13F WORKIVA COM 98139A105 92,235 -30,299 7,940 0.0017
2026-02-27 2025-06-30 13F/A-2 WORKIVA COM 98139A105 122,534 32,385 35.92 8,387 22.56 0.0019
2025-08-14 2025-06-30 13F/A-1 WORKIVA COM 98139A105 122,534 32,385 8 0.0019
2025-08-13 2025-06-30 13F WORKIVA COM 98139A105 122,534 32,385 8 0.0006
2026-03-17 2025-03-31 13F/A-1 WORKIVA COM 98139A105 90,149 -25,826 -22.27 6,843 -46.11 0.0019
2025-05-15 2025-03-31 13F WORKIVA COM 98139A105 90,149 -25,826 7 0.0019
2026-03-19 2024-12-31 13F/A-1 WORKIVA COM 98139A105 115,975 -10,926 -8.61 12,699 26.48 0.0036
2025-02-13 2024-12-31 13F WORKIVA COM 98139A105 115,975 -10,926 13 0.0036
2026-03-31 2024-09-30 13F/A-2 WORKIVA COM 98139A105 126,901 62,448 96.89 10,040 113.44 0.0027
2024-11-19 2024-09-30 13F/A-1 WORKIVA COM 98139A105 126,901 62,448 10 0.0027
2024-11-15 2024-09-30 13F WORKIVA COM 98139A105 126,901 62,448 10 0.0027
2026-03-23 2024-06-30 13F/A-1 WORKIVA COM 98139A105 64,453 -14,427 -18.29 4,704 -29.68 0.0014
2024-08-14 2024-06-30 13F WORKIVA COM 98139A105 64,453 -14,427 5 0.0014
2026-03-24 2024-03-31 13F/A-1 WORKIVA COM 98139A105 78,880 -9,230 -10.48 6,689 -25.22 0.0023
2024-05-15 2024-03-31 13F WORKIVA COM 98139A105 78,880 -9,230 7 0.0023
2026-03-25 2023-12-31 13F/A-1 WORKIVA COM 98139A105 88,110 70,054 387.98 8,946 389.07 0.0033
2024-02-15 2023-12-31 13F WORKIVA COM 98139A105 88,110 70,054 9 0.0033
2026-03-26 2023-09-30 13F/A-1 WORKIVA COM 98139A105 18,056 -916 -4.83 1,830 -5.13 0.0011
2023-11-07 2023-09-30 13F WORKIVA COM 98139A105 18,056 -916 2 0.0011
2026-03-30 2023-06-30 13F/A-2 WORKIVA COM 98139A105 18,972 -19,020 -50.06 1,929 -50.44 0.0012
2023-09-20 2023-06-30 13F/A-1 WORKIVA COM 98139A105 18,972 -19,020 2 0.0012
2023-08-03 2023-06-30 13F WORKIVA COM 98139A105 18,972 -19,020 2 0.0012
2026-03-30 2023-03-31 13F/A-1 WORKIVA COM 98139A105 37,992 10,315 37.27 3,891 67.38 0.0018
2023-05-04 2023-03-31 13F WORKIVA COM 98139A105 37,992 10,315 4 0.0018
2026-03-30 2022-12-31 13F/A-1 WORKIVA COM 98139A105 27,677 4,227 18.03 2,324 27.34 0.0010
2023-02-13 2022-12-31 13F WORKIVA COM 98139A105 27,677 4,227 2 0.0010
2022-11-03 2022-09-30 13F WORKIVA COM 98139A105 23,450 9,354 66.36 1,825 95.82 0.0020
2022-08-12 2022-06-30 13F WORKIVA COM 98139A105 14,096 -10,197 -41.98 932 -67.49 0.0006
2022-05-16 2022-03-31 13F WORKIVA COM 98139A105 24,293 -49,590 -67.12 2,867 -70.26 0.0022
2022-02-23 2021-12-31 13F/A-1 WORKIVA COM 98139A105 73,883 29,958 68.20 9,640 55.71 0.0036
2022-02-14 2021-12-31 13F WORKIVA COM 98139A105 73,883 29,958 9,640 0.0011
2021-11-09 2021-09-30 13F WORKIVA COM 98139A105 43,925 37,068 540.59 6,191 710.34 0.0028
2021-08-13 2021-06-30 13F WORKIVA COM 98139A105 6,857 -27,904 -80.27 764 -75.09 0.0004
2021-05-13 2021-03-31 13F WORKIVA COM 98139A105 34,761 21,907 170.43 3,067 160.58 0.0016
2021-02-11 2020-12-31 13F WORKIVA COM 98139A105 12,854 -5,116 -28.47 1,177 17.47 0.0006
2020-11-12 2020-09-30 13F WORKIVA COM 98139A105 17,970 -3,494 -16.28 1,002 -12.72 0.0006
2020-08-12 2020-06-30 13F WORKIVA COM 98139A105 21,464 383 1.82 1,148 68.33 0.0009
2020-05-13 2020-03-31 13F WORKIVA COM 98139A105 21,081 -25,505 -54.75 682 -65.19 0.0005
2020-02-10 2019-12-31 13F WORKIVA COM 98139A105 46,586 15,069 47.81 1,959 41.85 0.0011
2019-11-15 2019-09-30 13F/A-1 WORKIVA COM 98139A105 31,517 5,228 19.89 1,381 -9.62 0.0009
2019-11-14 2019-09-30 13F WORKIVA COM 98139A105 31,517 5,228 1,381 319.2888
2019-08-14 2019-06-30 13F WORKIVA COM 98139A105 26,289 -10,055 -27.67 1,528 -17.05 0.0009
2019-05-15 2019-03-31 13F WORKIVA COM 98139A105 36,344 7,773 27.21 1,842 79.53 0.0013
2019-02-14 2018-12-31 13F WORKIVA COM 98139A105 28,571 2,484 9.52 1,026 -0.48 0.0008
2018-11-14 2018-09-30 13F WORKIVA COM 98139A105 26,087 9,576 58.00 1,031 155.20 0.0007
2018-08-14 2018-06-30 13F WORKIVA COM 98139A105 16,511 -44,402 -72.89 404 -72.00 0.0003
2018-05-15 2018-03-31 13F WORKIVA COM 98139A105 60,913 55,430 1,010.94 1,443 1,122.88 0.0011
2018-02-14 2017-12-31 13F WORKIVA COM 98139A105 5,483 3,932 253.51 118 257.58 0.0001
2017-11-14 2017-09-30 13F WORKIVA COM 98139A105 1,551 1,214 360.24 33 450.00 0.0000
2017-08-14 2017-06-30 13F WORKIVA COM 98139A105 337 -363 -51.86 6 -45.45 0.0000
2017-05-15 2017-03-31 13F WORKIVA COM 98139A105 700 314 81.35 11 120.00 0.0000
2017-02-14 2016-12-31 13F WORKIVA COM 98139A105 386 -116 -23.11 5 -44.44 0.0000
2016-11-14 2016-09-30 13F WORKIVA COM 98139A105 502 502 0.00 9 0.0000
2016-05-16 2016-03-31 13F WORKIVA COM 98139A105 0 -3,000 -100.00 0 -100.00
2016-02-12 2015-12-31 13F WORKIVA COM 98139A105 3,000 862 40.32 51 54.55 0.0001
2015-11-13 2015-09-30 13F WORKIVA COM 98139A105 2,138 -18 -0.83 33 17.86 0.0000
2015-08-14 2015-06-30 13F WORKIVA COM 98139A105 2,156 2,011 1,386.90 28 1,300.00 0.0000
2015-05-19 2015-03-31 13F/A-1 WORKIVA COM 98139A105 145 -20 -12.12 2 0.00 0.0000
2015-05-14 2015-03-31 13F WORKIVA COM 98139A105 145 2
2015-02-13 2014-12-31 13F WORKIVA COM 98139A105 165 165 2 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.