Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership50,061 shares
Latest Disclosed Value $ 2,985,137
Citigroup Inc reports 67.48% increase in ownership of WK / Workiva Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 50,061 shares of Workiva Inc. (US:WK) valued at $2,985,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,890 shares of Workiva Inc.. This represents a change in shares of 67.48% during the quarter. The current value of the position is $2,495,040 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)
2026-05-11 2026-03-31 13F WORKIVA COM CL A 98139A105 50,061 20,171 67.48 2,985 15.79 0.0006
2026-02-13 2025-12-31 13F WORKIVA COM CL A 98139A105 29,890 -50,103 -62.63 2,578 -62.56 0.0011
2025-11-10 2025-09-30 13F WORKIVA COM CL A 98139A105 79,993 -20,489 -20.39 6,886 0.12 0.0031
2025-08-11 2025-06-30 13F WORKIVA COM CL A 98139A105 100,482 47,651 90.20 6,878 71.50 0.0034
2025-05-12 2025-03-31 13F WORKIVA COM CL A 98139A105 52,831 -46,428 -46.77 4,010 -63.10 0.0020
2025-02-12 2024-12-31 13F WORKIVA COM CL A 98139A105 99,259 5,276 5.61 10,869 46.17 0.0064
2024-11-12 2024-09-30 13F WORKIVA COM CL A 98139A105 93,983 24,226 34.73 7,436 46.04 0.0043
2024-08-12 2024-06-30 13F WORKIVA COM CL A 98139A105 69,757 45,215 184.24 5,092 144.64 0.0033
2024-05-10 2024-03-31 13F WORKIVA COM CL A 98139A105 24,542 -7,759 -24.02 2,081 -36.54 0.0014
2024-02-09 2023-12-31 13F WORKIVA COM CL A 98139A105 32,301 7,227 28.82 3,280 29.09 0.0023
2023-12-06 2023-09-30 13F/A-1 WORKIVA COM CL A 98139A105 25,074 -13,543 -35.07 2,541 -35.29 0.0019
2023-11-09 2023-09-30 13F WORKIVA COM CL A 98139A105 25,074 -13,543 2,541 0.0008
2023-08-10 2023-06-30 13F WORKIVA COM CL A 98139A105 38,617 16,125 71.69 3,926 70.43 0.0026
2023-05-11 2023-03-31 13F WORKIVA COM CL A 98139A105 22,492 3,562 18.82 2,303 44.93 0.0016
2023-02-09 2022-12-31 13F WORKIVA COM CL A 98139A105 18,930 -9,428 -33.25 1,590 -27.94 0.0013
2022-11-10 2022-09-30 13F WORKIVA COM CL A 98139A105 28,358 -3,526 -11.06 2,205 4.80 0.0016
2022-08-10 2022-06-30 13F WORKIVA COM CL A 98139A105 31,884 -7,371 -18.78 2,104 -54.58 0.0016
2022-05-12 2022-03-31 13F WORKIVA COM CL A 98139A105 39,255 -17,777 -31.17 4,632 -37.77 0.0028
2022-02-10 2021-12-31 13F WORKIVA COM CL A 98139A105 57,032 -15,338 -21.19 7,443 -27.04 0.0040
2021-11-10 2021-09-30 13F WORKIVA COM CL A 98139A105 72,370 -7,304 -9.17 10,201 14.99 0.0060
2021-08-10 2021-06-30 13F WORKIVA COM CL A 98139A105 79,674 -3,045 -3.68 8,871 21.50 0.0053
2021-05-13 2021-03-31 13F WORKIVA COM CL A 98139A105 82,719 -26,454 -24.23 7,301 -27.00 0.0047
2021-02-11 2020-12-31 13F WORKIVA COM CL A 98139A105 109,173 32,658 42.68 10,001 134.38 0.0059
2020-11-12 2020-09-30 13F WORKIVA COM CL A 98139A105 76,515 -65,689 -46.19 4,267 -43.91 0.0028
2020-08-12 2020-06-30 13F WORKIVA COM CL A 98139A105 142,204 115,357 429.68 7,607 776.38 0.0059
2020-05-12 2020-03-31 13F WORKIVA COM CL A 98139A105 26,847 5,291 24.55 868 -4.19 0.0008
2020-02-12 2019-12-31 13F WORKIVA COM CL A 98139A105 21,556 9,216 74.68 906 67.47 0.0007
2019-11-08 2019-09-30 13F WORKIVA COM CL A 98139A105 12,340 -3,673 -22.94 541 -41.83 0.0004
2019-08-12 2019-06-30 13F WORKIVA COM CL A 98139A105 16,013 5,428 51.28 930 73.18 0.0008
2019-05-13 2019-03-31 13F WORKIVA COM CL A 98139A105 10,585 2 0.02 537 41.32 0.0005
2019-02-12 2018-12-31 13F WORKIVA COM CL A 98139A105 10,583 10,180 2,526.05 380 2,275.00 0.0004
2018-11-13 2018-09-30 13F WORKIVA COM CL A 98139A105 403 -3,428 -89.48 16 -82.80 0.0000
2018-08-10 2018-06-30 13F WORKIVA COM CL A 98139A105 3,831 1,227 47.12 93 50.00 0.0001
2018-05-11 2018-03-31 13F WORKIVA COM CL A 98139A105 2,604 -34 -1.29 62 8.77 0.0001
2018-02-12 2017-12-31 13F WORKIVA COM CL A 98139A105 2,638 2,561 3,325.97 57 2,750.00 0.0000
2017-11-13 2017-09-30 13F WORKIVA COM CL A 98139A105 77 -95 -55.23 2 -33.33 0.0000
2017-08-11 2017-06-30 13F WORKIVA COM CL A 98139A105 172 -357 -67.49 3 -62.50 0.0000
2017-05-12 2017-03-31 13F WORKIVA COM CL A 98139A105 529 -14,169 -96.40 8 -96.02 0.0000
2017-02-10 2016-12-31 13F WORKIVA COM CL A 98139A105 14,698 12,761 658.80 201 474.29 0.0002
2016-11-10 2016-09-30 13F WORKIVA COM CL A 98139A105 1,937 -409 -17.43 35 9.38 0.0000
2016-08-12 2016-06-30 13F WORKIVA COM CL A 98139A105 2,346 -2,733 -53.81 32 -45.76 0.0000
2016-05-13 2016-03-31 13F WORKIVA COM CL A 98139A105 5,079 2,596 104.55 59 34.09 0.0001
2016-02-12 2015-12-31 13F WORKIVA COM CL A 98139A105 2,483 2,402 2,965.43 44 4,300.00 0.0000
2015-11-13 2015-09-30 13F WORKIVA COM CL A 98139A105 81 -14 -14.74 1 0.00 0.0000
2015-08-13 2015-06-30 13F WORKIVA COM CL A 98139A105 95 -3 -3.06 1 0.00 0.0000
2015-05-14 2015-03-31 13F WORKIVA COM CL A 98139A105 98 98 1 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.