Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership48,540 shares
Latest Disclosed Value $ 2,894,441
Invesco Ltd. reports 16.21% increase in ownership of WK / Workiva Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 48,540 shares of Workiva Inc. (US:WK) valued at $2,894,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 41,770 shares of Workiva Inc.. This represents a change in shares of 16.21% during the quarter. The current value of the position is $2,380,887 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 COM CL A 98139A105 48,540 6,770 16.21 2,894 -19.66 0.0001
2026-02-19 2025-12-31 13F WORKIVA COM CL A 98139A105 41,770 1,082 2.66 3,603 2.86 0.0006
2025-11-13 2025-09-30 13F WORKIVA COM CL A 98139A105 40,688 1,699 4.36 3,502 31.26 0.0006
2025-08-13 2025-06-30 13F WORKIVA COM CL A 98139A105 38,989 -573,149 -93.63 2,669 -94.26 0.0005
2025-05-12 2025-03-31 13F WORKIVA COM CL A 98139A105 612,138 136,475 28.69 46,467 -10.79 0.0088
2025-02-13 2024-12-31 13F WORKIVA COM CL A 98139A105 475,663 448,184 1,631.01 52,085 2,295.81 0.0096
2024-11-12 2024-09-30 13F WORKIVA COM CL A 98139A105 27,479 282 1.04 2,174 9.52 0.0004
2024-08-13 2024-06-30 13F WORKIVA COM CL A 98139A105 27,197 867 3.29 1,985 -11.07 0.0004
2024-05-14 2024-03-31 13F WORKIVA COM CL A 98139A105 26,330 -964,873 -97.34 2,233 -97.78 0.0005
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 991,203 -185,848 -15.79 100,637 -15.63 0.0239
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 1,177,051 398,608 51.21 119,282 50.73 0.0321
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 778,443 47,846 6.55 79,137 5.77 0.0207
2023-05-12 2023-03-31 13F WORKIVA COM CL A 98139A105 730,597 647 0.09 74,820 22.07 0.0209
2023-02-13 2022-12-31 13F WORKIVA COM CL A 98139A105 729,950 1,964 0.27 61,294 8.22 0.0180
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 727,986 -256,873 -26.08 56,638 -12.85 0.0182
2022-08-15 2022-06-30 13F WORKIVA COM CL A 98139A105 984,859 -219,619 -18.23 64,990 -54.27 0.0197
2022-05-16 2022-03-31 13F WORKIVA COM CL A 98139A105 1,204,478 -136,232 -10.16 142,128 -18.76 0.0363
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 1,340,710 69,927 5.50 174,950 -2.33 0.0422
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 1,270,783 1,174,169 1,215.32 179,130 1,565.40 0.0454
2021-08-17 2021-06-30 13F WORKIVA COM CL A 98139A105 96,614 52,343 118.23 10,756 175.30 0.0026
2021-05-17 2021-03-31 13F WORKIVA COM CL A 98139A105 44,271 7,745 21.20 3,907 16.77 0.0010
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 36,526 -58,976 -61.75 3,346 -37.18 0.0010
2020-11-16 2020-09-30 13F WORKIVA COM CL A 98139A105 95,502 74,746 360.12 5,326 379.82 0.0018
2020-08-14 2020-06-30 13F WORKIVA COM CL A 98139A105 20,756 -66,883 -76.32 1,110 -60.83 0.0004
2020-05-15 2020-03-31 13F WORKIVA COM CL A 98139A105 87,639 87,639 2,834 0.0012
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 0 -296,884 -100.00 0 -100.00
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 296,884 -10,996 -3.57 13,012 -27.25 0.0034
2019-08-14 2019-06-30 13F/A-1 WORKIVA COM CL A 98139A105 307,880 248,911 422.10 17,885 498.16 0.0046
2019-08-14 2019-06-30 13F WORKIVA COM CL A 98139A105 307,880 248,911 17,885
2019-05-15 2019-03-31 13F WORKIVA COM CL A 98139A105 58,969 -8,987 -13.22 2,990 22.59 0.0010
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 67,956 67,956 2,439 0.0009
2015-11-16 2015-09-30 13F WORKIVA COMMON 98139A105 0 -2,534 -100.00 0 -100.00
2015-08-14 2015-06-30 13F WORKIVA COMMON 98139A105 2,534 2,534 35 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.