Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionQuantbot Technologies LP
Latest Disclosed Ownership11,415 shares
Latest Disclosed Value $ 680,676
Quantbot Technologies LP reports 2,419.87% increase in ownership of WK / Workiva Inc.

On May 13, 2026 - Quantbot Technologies LP filed a 13F-HR form disclosing ownership of 11,415 shares of Workiva Inc. (US:WK) valued at $680,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 453 shares of Workiva Inc.. This represents a change in shares of 2,419.87% during the quarter. The current value of the position is $568,924 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 98139A105 11,415 10,962 2,419.87 681 1,643.59 0.0279
2026-02-10 2025-12-31 13F WORKIVA COM 98139A105 453 453 39 0.0013
2025-11-12 2025-09-30 13F WORKIVA COM 98139A105 0 -20,215 -100.00 0 -100.00
2025-08-13 2025-06-30 13F WORKIVA COM 98139A105 20,215 10,537 108.88 1,384 88.42 0.0355
2025-05-13 2025-03-31 13F WORKIVA COM 98139A105 9,678 9,678 735 0.0234
2025-02-11 2024-12-31 13F WORKIVA COM 98139A105 0 -20,064 -100.00 0 -100.00
2024-11-13 2024-09-30 13F WORKIVA COM 98139A105 20,064 16,286 431.07 1,587 477.09 0.0626
2024-08-09 2024-06-30 13F WORKIVA COM 98139A105 3,778 1,660 78.38 276 53.63 0.0133
2024-05-06 2024-03-31 13F WORKIVA COM 98139A105 2,118 -15,436 -87.93 180 -89.96 0.0101
2024-02-14 2023-12-31 13F WORKIVA COM 98139A105 17,554 10,257 140.56 1,782 141.14 0.1035
2023-11-07 2023-09-30 13F WORKIVA COM 98139A105 7,297 -7,963 -52.18 739 -52.35 0.0497
2023-08-08 2023-06-30 13F WORKIVA COM 98139A105 15,260 15,060 7,530.00 1,551 7,655.00 0.1016
2023-05-12 2023-03-31 13F WORKIVA COM 98139A105 200 200 20 0.0014
2023-02-13 2022-12-31 13F WORKIVA COM 98139A105 0 -6,445 -100.00 0 -100.00
2022-11-07 2022-09-30 13F WORKIVA COM 98139A105 6,445 6,445 501 0.0378
2022-08-09 2022-06-30 13F WORKIVA COM 98139A105 0 -2,180 -100.00 0 -100.00
2022-05-16 2022-03-31 13F WORKIVA COM 98139A105 2,180 -5,588 -71.94 257 -74.63 0.0224
2022-02-11 2021-12-31 13F WORKIVA COM 98139A105 7,768 5,062 187.07 1,013 165.88 0.0822
2021-11-09 2021-09-30 13F WORKIVA COM 98139A105 2,706 546 25.28 381 58.75 0.0279
2021-08-12 2021-06-30 13F WORKIVA COM 98139A105 2,160 -1,056 -32.84 240 -15.19 0.0189
2021-05-14 2021-03-31 13F WORKIVA COM 98139A105 3,216 3,216 283 0.0269
2020-05-13 2020-03-31 13F WORKIVA COM 98139A105 0 -11,478 -100.00 0 -100.00
2020-02-10 2019-12-31 13F WORKIVA COM 98139A105 11,478 -9,944 -46.42 482 -48.61 0.0478
2019-11-12 2019-09-30 13F WORKIVA COM 98139A105 21,422 5,732 36.53 938 2.96 0.0925
2019-08-13 2019-06-30 13F WORKIVA COM 98139A105 15,690 13,390 582.17 911 685.34 0.0911
2019-05-13 2019-03-31 13F WORKIVA COM 98139A105 2,300 -6,700 -74.44 116 -64.09 0.0110
2019-02-13 2018-12-31 13F WORKIVA COM 98139A105 9,000 6,711 293.18 323 258.89 0.0316
2018-11-13 2018-09-30 13F WORKIVA COM 98139A105 2,289 2,289 90 0.0063
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.