Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionIngalls & Snyder Llc
Latest Disclosed Ownership4,366 shares
Latest Disclosed Value $ 260
Ingalls & Snyder Llc reports 90.17% decrease in ownership of WK / Workiva Inc.

On May 13, 2026 - Ingalls & Snyder Llc filed a 13F-HR form disclosing ownership of 4,366 shares of Workiva Inc. (US:WK) valued at $260,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,405 shares of Workiva Inc.. This represents a change in shares of -90.17% during the quarter. The current value of the position is $214,502 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F WORKIVA COM CL A 98139A105 4,366 -40,039 -90.17 0 -100.00 0.0092
2026-02-13 2025-12-31 13F WORKIVA COM CL A 98139A105 44,405 422 0.96 4 0.00 0.1406
2025-11-07 2025-09-30 13F WORKIVA COM CL A 98139A105 43,983 529 1.22 4 50.00 0.1238
2025-07-31 2025-06-30 13F WORKIVA COM CL A 98139A105 43,454 -29,763 -40.65 3 -60.00 0.1055
2025-05-12 2025-03-31 13F WORKIVA COM CL A 98139A105 73,217 398 0.55 6 -28.57 0.1828
2025-01-29 2024-12-31 13F WORKIVA COM CL A 98139A105 72,819 2,466 3.51 8 40.00 0.3127
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 70,353 -896 -1.26 6 0.00 0.2172
2024-07-31 2024-06-30 13F WORKIVA COM CL A 98139A105 71,249 509 0.72 5 0.00 0.2236
2024-05-13 2024-03-31 13F WORKIVA COM CL A 98139A105 70,740 20,862 41.83 6 0.00 0.2649
2024-01-29 2023-12-31 13F WORKIVA COM CL A 98139A105 49,878 438 0.89 5 0.00 0.2289
2023-11-02 2023-09-30 13F WORKIVA COM CL A 98139A105 49,440 -4,647 -8.59 5 0.00 0.2412
2023-07-27 2023-06-30 13F WORKIVA COM CL A 98139A105 54,087 -2,589 -4.57 5 0.00 0.2633
2023-05-09 2023-03-31 13F WORKIVA COM CL A 98139A105 56,676 518 0.92 6 25.00 0.2982
2023-01-31 2022-12-31 13F WORKIVA COM CL A 98139A105 56,158 -284 -0.50 5 -99.91 0.2565
2022-10-21 2022-09-30 13F WORKIVA COM CL A 98139A105 56,442 -34 -0.06 4,391 17.82 0.2451
2022-08-11 2022-06-30 13F WORKIVA COM CL A 98139A105 56,476 899 1.62 3,727 -43.17 0.1948
2022-05-09 2022-03-31 13F WORKIVA COM CL A 98139A105 55,577 -118 -0.21 6,558 -9.77 0.2929
2022-02-11 2021-12-31 13F WORKIVA COM CL A 98139A105 55,695 -142 -0.25 7,268 -7.66 0.3277
2021-10-27 2021-09-30 13F WORKIVA COM CL A 98139A105 55,837 -1,797 -3.12 7,871 22.68 0.3604
2021-08-03 2021-06-30 13F WORKIVA COM CL A 98139A105 57,634 4,583 8.64 6,416 37.04 0.2849
2021-04-21 2021-03-31 13F WORKIVA COM CL 98139A105 53,051 776 1.48 4,682 -2.23 0.2186
2021-01-27 2020-12-31 13F WORKIVA COM CL A 98139A105 52,275 2,043 4.07 4,789 70.97 0.2364
2020-10-21 2020-09-30 13F WORKIVA COM CL A 98139A105 50,232 -4,563 -8.33 2,801 -4.44 0.1922
2020-07-31 2020-06-30 13F WORKIVA COM CL A 98139A105 54,795 19,344 54.57 2,931 155.76 0.1683
2020-04-22 2020-03-31 13F WORKIVA COM CL A 98139A105 35,451 8,777 32.90 1,146 2.14 0.0772
2020-01-15 2019-12-31 13F WORKIVA COM CL A 98139A105 26,674 21,249 391.69 1,122 371.43 0.0607
2019-10-16 2019-09-30 13F WORKIVA COM CL A 98139A105 5,425 5,425 238 0.0116
2019-04-11 2019-03-31 13F WORKIVA COM CL A 98139A105 0 -5,775 -100.00 0 -100.00
2019-01-24 2018-12-31 13F WORKIVA COM CL A 98139A105 5,775 -1,675 -22.48 207 -29.59 0.0109
2018-10-24 2018-09-30 13F WORKIVA COM CL A 98139A105 7,450 7,450 294 0.0124
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.