Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionFmr Llc
Latest Disclosed Ownership1,778,048 shares
Ownership 3.40%
Fmr Llc ownership in WK / Workiva Inc.

2025-08-06 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,778,048 shares of Workiva Inc. (US:WK). This represents 3.4 percent ownership of the company. In their previous filing dated 2025-02-12 , Fmr Llc had reported owning 3,242,497 shares, indicating a decrease of -45.16 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-08-06 2025-08-06 13G/A 3,242,497 1,778,048 -45.16 3.40 -46.03
2025-02-12 2025-02-12 13G/A 3,860,442 3,242,497 -16.01 6.30 -16.00
2024-11-12 2024-11-12 13G 1,220,843 3,860,442 216.21 7.50 177.57
2022-02-09 2022-02-09 13G/A 2,563,456 1,220,843 -52.38 2.70 -57.92
2021-02-08 2021-02-08 13G 2,563,456 6.42

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 1,785,723 396,238 28.52 106,483 -11.15 0.0011
2026-02-17 2025-12-31 13F WORKIVA COM CL A 98139A105 1,389,485 165,046 13.48 119,843 13.70 0.0061
2025-11-13 2025-09-30 13F WORKIVA COM CL A 98139A105 1,224,439 -469,068 -27.70 105,400 -9.08 0.0055
2025-08-14 2025-06-30 13F WORKIVA COM CL A 98139A105 1,693,507 -1,038,532 -38.01 115,921 -44.11 0.0065
2025-05-12 2025-03-31 13F WORKIVA COM CL A 98139A105 2,732,039 -430,764 -13.62 207,389 -40.12 0.0132
2025-02-13 2024-12-31 13F WORKIVA COM CL A 98139A105 3,162,803 -621,232 -16.42 346,327 15.68 0.0207
2024-11-13 2024-09-30 13F WORKIVA COM CL A 98139A105 3,784,035 219,470 6.16 299,393 15.07 0.0182
2024-08-13 2024-06-30 13F WORKIVA COM CL A 98139A105 3,564,565 237,700 7.14 260,178 -7.78 0.0167
2024-05-13 2024-03-31 13F WORKIVA COM CL A 98139A105 3,326,865 893,427 36.71 282,118 14.19 0.0189
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 2,433,438 592,150 32.16 247,067 32.41 0.0190
2023-11-13 2023-09-30 13F WORKIVA COM CL A 98139A105 1,841,288 220,884 13.63 186,596 13.27 0.0161
2023-08-11 2023-06-30 13F WORKIVA COM CL A 98139A105 1,620,404 -127,389 -7.29 164,730 -7.97 0.0138
2023-08-11 2023-03-31 13F/A-1 WORKIVA COM CL A 98139A105 1,747,793 339,427 24.10 178,991 51.35 0.0164
2023-05-11 2023-03-31 13F WORKIVA COM CL A 98139A105 1,747,793 339,427 178,991 0.0164
2023-02-13 2022-12-31 13F WORKIVA COM CL A 98139A105 1,408,366 501,477 55.30 118,260 67.61 0.0117
2022-11-10 2022-09-30 13F WORKIVA COM CL A 98139A105 906,889 246,658 37.36 70,557 61.95 0.0074
2022-08-12 2022-06-30 13F WORKIVA COM CL A 98139A105 660,231 -283,056 -30.01 43,568 -60.86 0.0043
2022-05-13 2022-03-31 13F WORKIVA COM CL A 98139A105 943,287 -253,603 -21.19 111,308 -28.73 0.0089
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 1,196,890 -329,906 -21.61 156,182 -27.43 0.0115
2022-02-14 2021-09-30 13F/A-1 WORKIVA COM CL A 98139A105 1,526,796 -505,240 -24.86 215,217 -4.87 0.0171
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 1,526,796 -505,240 215,217 0.0171
2021-08-13 2021-06-30 13F WORKIVA COM CL A 98139A105 2,032,036 332,196 19.54 226,226 50.79 0.0177
2021-05-14 2021-03-31 13F WORKIVA COM CL A 98139A105 1,699,840 -839,663 -33.06 150,028 -35.52 0.0128
2021-02-08 2020-12-31 13F WORKIVA COM CL A 98139A105 2,539,503 -624,790 -19.75 232,669 31.87 0.0207
2020-11-13 2020-09-30 13F WORKIVA COM CL A 98139A105 3,164,293 222,396 7.56 176,441 12.12 0.0178
2020-08-24 2020-06-30 13F/A-1 WORKIVA COM CL A 98139A105 2,941,897 -435,316 -12.89 157,362 44.12 0.0173
2020-08-13 2020-06-30 13F WORKIVA COM CL A 98139A105 2,941,897 -435,316 157,362 3,865.9238
2020-05-14 2020-03-31 13F WORKIVA COM CL A 98139A105 3,377,213 1,981,118 141.90 109,185 85.99 0.0151
2020-02-07 2019-12-31 13F WORKIVA COM CL A 98139A105 1,396,095 86,716 6.62 58,706 2.29 0.0065
2019-11-13 2019-09-30 13F WORKIVA COM CL A 98139A105 1,309,379 510,503 63.90 57,391 23.67 0.0069
2019-08-13 2019-06-30 13F WORKIVA COM CL A 98139A105 798,876 748,874 1,497.69 46,407 1,730.65 0.0054
2019-05-13 2019-03-31 13F WORKIVA COM CL A 98139A105 50,002 50,002 2,535 0.0003
2018-08-10 2018-06-30 13F WORKIVA COM CL A 98139A105 0 -505,269 -100.00 0 -100.00
2018-05-14 2018-03-31 13F WORKIVA COM CL A 98139A105 505,269 -343,656 -40.48 11,975 -34.08 0.0014
2018-02-12 2017-12-31 13F WORKIVA COM CL A 98139A105 848,925 583,176 219.45 18,167 227.87 0.0021
2017-11-13 2017-09-30 13F WORKIVA COM CL A 98139A105 265,749 244,449 1,147.65 5,541 1,264.78 0.0007
2017-08-29 2017-06-30 13F/A-1 WORKIVA COM CL A 98139A105 21,300 -1,900 -8.19 406 11.85 0.0001
2017-08-11 2017-06-30 13F WORKIVA COM CL A 98139A105 21,300 -1,900 406
2017-05-11 2017-03-31 13F WORKIVA COM CL A 98139A105 23,200 -132,101 -85.06 363 -82.88 0.0000
2017-02-10 2016-12-31 13F WORKIVA COM CL A 98139A105 155,301 -725,356 -82.37 2,120 -86.72 0.0003
2016-11-14 2016-09-30 13F WORKIVA COM CL A 98139A105 880,657 350,200 66.02 15,967 120.36 0.0021
2016-08-11 2016-06-30 13F WORKIVA COM CL A 98139A105 530,457 362,857 216.50 7,246 271.02 0.0010
2016-05-16 2016-03-31 13F WORKIVA COM CL A 98139A105 167,600 0 0.00 1,953 -33.68 0.0003
2016-02-12 2015-12-31 13F WORKIVA COM CL A 98139A105 167,600 0 0.00 2,945 15.67 0.0004
2015-11-10 2015-09-30 13F WORKIVA COM CL A 98139A105 167,600 -222,473 -57.03 2,546 -52.81 0.0004
2015-08-25 2015-06-30 13F/A-1 WORKIVA COM CL A 98139A105 390,073 -12,526 -3.11 5,395 -6.93 0.0007
2015-08-13 2015-06-30 13F WORKIVA COM CL A 98139A105 390,073 5,395
2015-05-14 2015-03-31 13F WORKIVA COM CL A 98139A105 402,599 -856,690 -68.03 5,797 -65.65 0.0007
2015-02-17 2014-12-31 13F WORKIVA COM CL A 98139A105 1,259,289 1,259,289 16,875 0.0022
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.