Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership298 shares
Latest Disclosed Value $ 17,770
Signaturefd, Llc reports 41.91% decrease in ownership of WK / Workiva Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 298 shares of Workiva Inc. (US:WK) valued at $17,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 513 shares of Workiva Inc.. This represents a change in shares of -41.91% during the quarter. The current value of the position is $14,641 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)
2026-04-07 2026-03-31 13F WORKIVA COM CL A 98139A105 298 -215 -41.91 18 -61.36 0.0003
2026-01-20 2025-12-31 13F WORKIVA COM CL A 98139A105 513 -16 -3.02 44 -2.22 0.0007
2025-10-21 2025-09-30 13F WORKIVA COM CL A 98139A105 529 85 19.14 46 50.00 0.0007
2025-07-16 2025-06-30 13F WORKIVA COM CL A 98139A105 444 -201 -31.16 30 -37.50 0.0005
2025-05-02 2025-03-31 13F WORKIVA COM CL A 98139A105 645 -8 -1.23 49 -32.39 0.0009
2025-02-10 2024-12-31 13F WORKIVA COM CL A 98139A105 653 -8 -1.21 72 36.54 0.0014
2024-10-21 2024-09-30 13F WORKIVA COM CL A 98139A105 661 49 8.01 52 18.18 0.0010
2024-07-29 2024-06-30 13F WORKIVA COM CL A 98139A105 612 -199 -24.54 45 -35.29 0.0009
2024-05-03 2024-03-31 13F WORKIVA COM CL A 98139A105 811 -24 -2.87 69 -19.05 0.0015
2024-02-01 2023-12-31 13F WORKIVA COM CL A 98139A105 835 -124 -12.93 85 -13.40 0.0020
2023-11-03 2023-09-30 13F WORKIVA COM CL A 98139A105 959 -4 -0.42 97 0.00 0.0025
2023-08-01 2023-06-30 13F WORKIVA COM CL A 98139A105 963 25 2.67 98 1.04 0.0025
2023-04-28 2023-03-31 13F WORKIVA COM CL A 98139A105 938 -99 -9.55 96 10.34 0.0026
2023-01-30 2022-12-31 13F WORKIVA COM CL A 98139A105 1,037 126 13.83 87 22.54 0.0025
2022-11-08 2022-09-30 13F WORKIVA COM CL A 98139A105 911 143 18.62 71 39.22 0.0024
2022-08-10 2022-06-30 13F WORKIVA COM CL A 98139A105 768 429 126.55 51 27.50 0.0017
2022-05-02 2022-03-31 13F WORKIVA COM CL A 98139A105 339 -31 -8.38 40 -16.67 0.0012
2022-01-25 2021-12-31 13F WORKIVA COM CL A 98139A105 370 122 49.19 48 37.14 0.0015
2021-10-28 2021-09-30 13F WORKIVA COM CL A 98139A105 248 64 34.78 35 75.00 0.0012
2021-07-26 2021-06-30 13F WORKIVA COM CL A 98139A105 184 -4 -2.13 20 17.65 0.0008
2021-04-30 2021-03-31 13F WORKIVA COM CL A 98139A105 188 18 10.59 17 6.25 0.0008
2021-02-11 2020-12-31 13F WORKIVA COM CL A 98139A105 170 100 142.86 16 300.00 0.0008
2020-11-03 2020-09-30 13F WORKIVA COM CL A 98139A105 70 0 0.00 4 0.00 0.0002
2020-07-30 2020-06-30 13F WORKIVA COM CL A 98139A105 70 -90 -56.25 4 -20.00 0.0002
2020-04-23 2020-03-31 13F WORKIVA COM CL A 98139A105 160 40 33.33 5 0.00 0.0004
2020-02-05 2019-12-31 13F WORKIVA COM CL A 98139A105 120 0 0.00 5 0.00 0.0004
2019-10-16 2019-09-30 13F WORKIVA COM CL A 98139A105 120 0 0.00 5 -28.57 0.0004
2019-07-31 2019-06-30 13F WORKIVA COM CL A 98139A105 120 0 0.00 7 16.67 0.0006
2019-05-09 2019-03-31 13F WORKIVA COM CL A 98139A105 120 0 0.00 6 50.00 0.0005
2019-02-13 2018-12-31 13F WORKIVA COM CL A 98139A105 120 120 4 0.0004
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.