Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership6,664 shares
Latest Disclosed Value $ 397,375
Legacy Bridge, LLC ownership in WK / Workiva Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 6,664 shares of Workiva Inc. (US:WK) valued at $397,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,664 shares of Workiva Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $332,134 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)
2026-05-14 2026-03-31 13F WORKIVA COM CL A 98139A105 6,664 0 0.00 397 -30.84 0.1515
2026-01-23 2025-12-31 13F WORKIVA COM CL A 98139A105 6,664 0 0.00 575 0.17 0.2333
2025-11-12 2025-09-30 13F WORKIVA COM CL A 98139A105 6,664 0 0.00 574 25.66 0.2387
2025-08-06 2025-06-30 13F WORKIVA COM CL A 98139A105 6,664 0 0.00 456 -9.70 0.2165
2025-05-08 2025-03-31 13F WORKIVA COM CL A 98139A105 6,664 0 0.00 506 -30.73 0.2823
2025-01-22 2024-12-31 13F WORKIVA COM CL A 98139A105 6,664 -1,790 -21.17 730 9.13 0.3804
2024-11-07 2024-09-30 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 669 8.27 0.3602
2024-08-06 2024-06-30 13F WORKIVA COM CL A 98139A105 8,454 -10,710 -55.89 617 -62.03 0.3637
2024-04-25 2024-03-31 13F WORKIVA COM CL A 98139A105 19,164 -1,100 -5.43 1,625 -21.00 0.9507
2024-01-17 2023-12-31 13F WORKIVA COM CL A 98139A105 20,264 -70 -0.34 2,057 -0.15 1.3332
2023-10-11 2023-09-30 13F WORKIVA COM CL A 98139A105 20,334 0 0.00 2,061 -0.34 1.4689
2023-07-11 2023-06-30 13F WORKIVA COM CL A 98139A105 20,334 11,880 140.53 2,067 138.96 1.3799
2023-04-24 2023-03-31 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 866 22.00 0.6040
2023-01-11 2022-12-31 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 710 7.75 0.5046
2022-11-02 2022-09-30 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 658 17.92 0.5249
2022-07-21 2022-06-30 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 558 -44.09 0.4118
2022-04-28 2022-03-31 13F WORKIVA COM CL A 98139A105 8,454 0 0.00 998 -9.52 0.5830
2022-01-18 2021-12-31 13F WORKIVA COM CL A 98139A105 8,454 -650 -7.14 1,103 -14.03 0.5746
2021-10-26 2021-09-30 13F WORKIVA COM CL A 98139A105 9,104 -533 -5.53 1,283 19.57 0.7396
2021-08-03 2021-06-30 13F WORKIVA COM CL A 98139A105 9,637 0 0.00 1,073 26.09 0.6069
2021-04-29 2021-03-31 13F WORKIVA COM CL A 98139A105 9,637 -1,050 -9.83 851 -13.07 0.5506
2021-02-02 2020-12-31 13F WORKIVA COM CL A 98139A105 10,687 -154 -1.42 979 62.09 0.7097
2020-10-19 2020-09-30 13F WORKIVA COM CL A 98139A105 10,841 0 0.00 604 4.14 0.5514
2020-08-04 2020-06-30 13F WORKIVA COM CL A 98139A105 10,841 0 0.00 580 65.71 0.6383
2020-05-01 2020-03-31 13F/A-1 WORKIVA COM CL A 98139A105 10,841 0 0.00 350 -23.25 0.4408
2020-04-09 2020-03-31 13F WORKIVA COM CL A 98139A105 10,841 0 350 443,948.3498
2020-02-04 2019-12-31 13F WORKIVA COM CL A 98139A105 10,841 0 0.00 456 -4.00 0.3786
2019-10-15 2019-09-30 13F WORKIVA COM CL A 98139A105 10,841 0 0.00 475 -24.60 0.4535
2019-07-11 2019-06-30 13F WORKIVA COM CL A 98139A105 10,841 -44 -0.40 630 14.13 0.6077
2019-04-26 2019-03-31 13F WORKIVA COM CL A 98139A105 10,885 0 0.00 552 41.18 0.5690
2019-01-25 2018-12-31 13F WORKIVA COM CL A 98139A105 10,885 10,885 391 0.4839
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.