Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership80,850 shares
Latest Disclosed Value $ 4,821,086
Prudential Financial Inc reports 17.05% decrease in ownership of WK / Workiva Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 80,850 shares of Workiva Inc. (US:WK) valued at $4,821,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 97,470 shares of Workiva Inc.. This represents a change in shares of -17.05% during the quarter. The current value of the position is $3,965,692 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)
2026-05-13 2026-03-31 13F WORKIVA COM CL A 98139A105 80,850 -16,620 -17.05 4,821 -42.65 0.0033
2026-02-13 2025-12-31 13F WORKIVA COM CL A 98139A105 97,470 91,196 1,453.55 8,407 1,456.67 0.0102
2025-11-13 2025-09-30 13F WORKIVA COM CL A 98139A105 6,274 15 0.24 540 26.17 0.0006
2025-08-12 2025-06-30 13F WORKIVA COM CL A 98139A105 6,259 2,505 66.73 428 50.70 0.0006
2025-05-13 2025-03-31 13F WORKIVA COM CL A 98139A105 3,754 5 0.13 285 -30.73 0.0004
2025-02-11 2024-12-31 13F WORKIVA COM CL A 98139A105 3,749 -606 -13.92 411 19.19 0.0006
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 4,355 -2,561 -37.03 345 -31.75 0.0005
2024-08-13 2024-06-30 13F WORKIVA COM CL A 98139A105 6,916 2,049 42.10 505 22.33 0.0008
2024-05-14 2024-03-31 13F WORKIVA COM CL A 98139A105 4,867 -2,271 -31.82 413 -43.09 0.0006
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 7,138 -121 -1.67 725 -1.36 0.0011
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 7,259 563 8.41 734 7.94 0.0012
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 6,696 -1,196 -15.15 681 10.03 0.0010
2023-05-12 2023-03-31 13F WORKIVA COM CL A 98139A105 7,892 -323 -3.93 618 -10.30 0.0010
2023-02-14 2022-12-31 13F WORKIVA COM CL A 98139A105 8,215 -2,004 -19.61 690 -12.78 0.0012
2022-11-04 2022-09-30 13F WORKIVA COM CL A 98139A105 10,219 227 2.27 790 17.91 0.0013
2022-08-15 2022-06-30 13F WORKIVA COM CL A 98139A105 9,992 4,633 86.45 670 6.01 0.0011
2022-05-13 2022-03-31 13F WORKIVA COM CL A 98139A105 5,359 630 13.32 632 -15.39 0.0008
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 4,729 -555 -10.50 747 -8.23 0.0009
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 5,284 545 11.50 814 54.17 0.0011
2021-08-16 2021-06-30 13F WORKIVA COM CL A 98139A105 4,739 368 8.42 528 36.79 0.0007
2021-05-12 2021-03-31 13F WORKIVA COM CL A 98139A105 4,371 166 3.95 386 0.00 0.0006
2021-08-16 2020-12-31 13F/A-1 WORKIVA COM CL A 0091 98139A105 4,205 3,703 737.65 386 1,278.57 0.0006
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 4,205 3,703 385 0.0006
2021-08-05 2020-09-30 13F/A-1 WORKIVA COM CL A 98139A105 502 108 27.41 28 33.33 0.0040
2020-11-16 2020-09-30 13F WORKIVA COM CL A 98139A105 5,372 4,978 300 0.0006
2021-08-05 2020-06-30 13F/A-1 WORKIVA COM CL A 0053 98139A105 394 394 21 0.0039
2020-08-12 2020-06-30 13F WORKIVA COM CL A 98139A105 5,532 5,532 296 0.0006
2019-11-13 2019-09-30 13F WORKIVA COM CL A 98139A105 0 -240 -100.00 0 -100.00
2021-08-05 2019-06-30 13F/A-1 WORKIVA COM CL A 98139A105 240 -3,771 -94.02 14 -93.14 0.0049
2019-08-08 2019-06-30 13F WORKIVA COM CL A 98139A105 3,934 -77 229 0.0004
2021-08-05 2019-03-31 13F/A-1 WORKIVA COM CL A 98139A105 4,011 4,011 204 0.0866
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.