Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership59,845 shares
Latest Disclosed Value $ 3,568,557
Engineers Gate Manager LP reports 28.27% decrease in ownership of WK / Workiva Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 59,845 shares of Workiva Inc. (US:WK) valued at $3,568,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 83,433 shares of Workiva Inc.. This represents a change in shares of -28.27% during the quarter. The current value of the position is $2,982,675 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)
2026-05-15 2026-03-31 13F WORKIVA COM CL A 98139A105 59,845 -23,588 -28.27 3,569 -50.42 0.0446
2026-02-17 2025-12-31 13F WORKIVA COM CL A 98139A105 83,433 80,885 3,174.45 7,196 3,185.84 0.0853
2025-11-14 2025-09-30 13F WORKIVA COM CL A 98139A105 2,548 -101,469 -97.55 219 -96.92 0.0025
2025-08-14 2025-06-30 13F WORKIVA COM CL A 98139A105 104,017 48,302 86.69 7,120 68.34 0.0886
2025-05-15 2025-03-31 13F WORKIVA COM CL A 98139A105 55,715 -21,938 -28.25 4,229 -50.26 0.0713
2025-02-14 2024-12-31 13F WORKIVA COM CL A 98139A105 77,653 -19,428 -20.01 8,503 10.70 0.1480
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 97,081 20,943 27.51 7,681 38.22 0.1499
2024-08-14 2024-06-30 13F WORKIVA COM CL A 98139A105 76,138 12,682 19.99 5,557 3.27 0.1253
2024-05-15 2024-03-31 13F WORKIVA COM CL A 98139A105 63,456 38,763 156.98 5,381 114.64 0.1417
2024-02-14 2023-12-31 13F WORKIVA COM CL A 98139A105 24,693 13,609 122.78 2,507 123.24 0.0716
2023-11-14 2023-09-30 13F WORKIVA COM CL A 98139A105 11,084 4,309 63.60 1,123 63.23 0.0415
2023-08-14 2023-06-30 13F WORKIVA COM CL A 98139A105 6,775 4,414 186.95 689 185.48 0.0260
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 2,361 2,361 242 0.0101
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 0 -95,579 -100.00 0 -100.00
2022-08-15 2022-06-30 13F WORKIVA COM CL A 98139A105 95,579 91,813 2,437.94 6,307 1,320.50 0.2312
2022-05-16 2022-03-31 13F WORKIVA COM CL A 98139A105 3,766 -9,549 -71.72 444 -74.44 0.0174
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 13,315 -107 -0.80 1,737 -8.19 0.0781
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 13,422 -9,065 -40.31 1,892 -24.41 0.1078
2021-08-16 2021-06-30 13F WORKIVA COM CL A 98139A105 22,487 -10,579 -31.99 2,503 -14.22 0.1610
2021-05-17 2021-03-31 13F WORKIVA COM CL A 98139A105 33,066 -12,651 -27.67 2,918 -30.34 0.1446
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 45,717 -12,815 -21.89 4,189 28.34 0.1816
2020-11-16 2020-09-30 13F WORKIVA COM CL A 98139A105 58,532 22,507 62.48 3,264 69.38 0.1532
2020-08-17 2020-06-30 13F WORKIVA COM CL A 98139A105 36,025 -33,265 -48.01 1,927 -13.97 0.0981
2020-05-15 2020-03-31 13F WORKIVA COM CL A 98139A105 69,290 15,759 29.44 2,240 -0.49 0.1614
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 53,531 -21,708 -28.85 2,251 -31.75 0.0990
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 75,239 61,538 449.15 3,298 314.32 0.1675
2019-08-14 2019-06-30 13F WORKIVA COM CL A 98139A105 13,701 -34,198 -71.40 796 -67.22 0.0439
2019-05-15 2019-03-31 13F WORKIVA COM CL A 98139A105 47,899 21,712 82.91 2,428 158.30 0.1470
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 26,187 -16,820 -39.11 940 -44.67 0.0752
2018-11-01 2018-09-30 13F WORKIVA COM CL A 98139A105 43,007 26,172 155.46 1,699 313.38 0.1305
2018-08-03 2018-06-30 13F WORKIVA COM CL A 98139A105 16,835 16,835 411 0.0320
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.