Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionNorthern Trust Corp
Latest Disclosed Ownership482,556 shares
Latest Disclosed Value $ 28,774,814
Northern Trust Corp reports 4.26% decrease in ownership of WK / Workiva Inc.

On May 14, 2026 - Northern Trust Corp filed a 13F-HR form disclosing ownership of 482,556 shares of Workiva Inc. (US:WK) valued at $28,774,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 504,010 shares of Workiva Inc.. This represents a change in shares of -4.26% during the quarter. The current value of the position is $23,669,372 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)
2026-05-14 2026-03-31 13F WORKIVA COM CL A 98139A105 482,556 -21,454 -4.26 28,775 -33.81 0.0008
2026-02-17 2025-12-31 13F WORKIVA COM CL A 98139A105 504,010 -39,021 -7.19 43,471 -7.00 0.0011
2025-11-14 2025-09-30 13F WORKIVA COM CL A 98139A105 543,031 -17,627 -3.14 46,744 21.80 0.0014
2025-08-13 2025-06-30 13F WORKIVA COM CL A 98139A105 560,658 -31,979 -5.40 38,377 -14.69 0.0053
2025-05-13 2025-03-31 13F WORKIVA COM CL A 98139A105 592,637 -3,829 -0.64 44,987 -31.12 0.0067
2025-02-14 2024-12-31 13F WORKIVA COM CL A 98139A105 596,466 38,633 6.93 65,313 47.98 0.0092
2024-11-13 2024-09-30 13F WORKIVA COM 98139A105 557,833 -13,811 -2.42 44,136 5.78 0.0072
2024-08-14 2024-06-30 13F WORKIVA COM 98139A105 571,644 -18,140 -3.08 41,724 -16.57 0.0070
2024-05-14 2024-03-31 13F WORKIVA COM 98139A105 589,784 -7,029 -1.18 50,014 -17.46 0.0086
2024-02-13 2023-12-31 13F WORKIVA COM 98139A105 596,813 2,468 0.42 60,594 0.60 0.0110
2023-11-13 2023-09-30 13F WORKIVA COM 98139A105 594,345 2,110 0.36 60,231 0.04 0.0117
2023-08-11 2023-06-30 13F WORKIVA COM 98139A105 592,235 29,704 5.28 60,207 4.51 0.0116
2023-05-15 2023-03-31 13F WORKIVA COM 98139A105 562,531 -10,071 -1.76 57,609 19.81 0.0114
2023-02-13 2022-12-31 13F WORKIVA COM 98139A105 572,602 256 0.04 48,081 7.98 0.0101
2022-11-14 2022-09-30 13F WORKIVA COM 98139A105 572,346 -7,044 -1.22 44,528 16.46 0.0102
2022-08-12 2022-06-30 13F WORKIVA COM 98139A105 579,390 20,124 3.60 38,233 -42.07 0.0082
2022-05-13 2022-03-31 13F WORKIVA COM 98139A105 559,266 -24,538 -4.20 65,993 -13.37 0.0116
2022-02-08 2021-12-31 13F WORKIVA COM CL A 98139A105 583,804 -18,179 -3.02 76,180 -10.22 0.0125
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 601,983 -7,512 -1.23 84,855 25.06 0.0150
2021-08-13 2021-06-30 13F WORKIVA COM CL A 98139A105 609,495 2,644 0.44 67,854 26.69 0.0120
2021-05-12 2021-03-31 13F WORKIVA COM CL A 98139A105 606,851 -11,582 -1.87 53,561 -5.47 0.0100
2021-02-11 2020-12-31 13F WORKIVA COM CL A 98139A105 618,433 5,668 0.92 56,662 65.83 0.0110
2020-11-16 2020-09-30 13F WORKIVA COM CL A 98139A105 612,765 -20,371 -3.22 34,168 0.89 0.0075
2020-08-14 2020-06-30 13F WORKIVA COM 98139A105 633,136 34,076 5.69 33,867 74.85 0.0080
2020-05-14 2020-03-31 13F WORKIVA COM CL A 98139A105 599,060 6,081 1.03 19,369 -22.32 0.0056
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 592,979 26,416 4.66 24,935 0.41 0.0056
2019-11-13 2019-09-30 13F WORKIVA COM 98139A105 566,563 104,721 22.67 24,832 -7.44 0.0059
2019-08-13 2019-06-30 13F WORKIVA COM CL A 98139A105 461,842 9,429 2.08 26,828 16.96 0.0064
2019-05-13 2019-03-31 13F WORKIVA COM CL A 98139A105 452,413 18,386 4.24 22,938 47.26 0.0057
2019-02-12 2018-12-31 13F WORKIVA COM CL A 98139A105 434,027 -1,224 -0.28 15,577 -9.39 0.0044
2018-11-14 2018-09-30 13F WORKIVA COM CL A 98139A105 435,251 15,773 3.76 17,192 67.99 0.0042
2018-09-18 2018-06-30 13F/A-1 WORKIVA COM CL A 98139A105 419,478 29,208 7.48 10,234 10.64 0.0026
2018-08-14 2018-06-30 13F WORKIVA COM CL A 98139A105 422,200 31,930 10,301
2018-05-09 2018-03-31 13F WORKIVA COM CL A 98139A105 390,270 113,822 41.17 9,250 56.36 0.0024
2018-02-14 2017-12-31 13F WORKIVA COM 98139A105 276,448 -5,537 -1.96 5,916 0.61 0.0015
2017-11-13 2017-09-30 13F WORKIVA COM 98139A105 281,985 2,576 0.92 5,880 10.46 0.0015
2017-08-11 2017-06-30 13F WORKIVA COM 98139A105 279,409 29,936 12.00 5,323 36.35 0.0015
2017-05-12 2017-03-31 13F WORKIVA COM 98139A105 249,473 4,014 1.64 3,904 16.50 0.0011
2017-02-13 2016-12-31 13F WORKIVA COM 98139A105 245,459 3,126 1.29 3,351 -23.74 0.0010
2016-11-09 2016-09-30 13F WORKIVA COM 98139A105 242,333 9 0.00 4,394 32.75 0.0014
2016-08-12 2016-06-30 13F WORKIVA COM 98139A105 242,324 135,141 126.08 3,310 165.22 0.0011
2016-08-19 2016-03-31 13F/A-1 WORKIVA COM 98139A105 107,183 4,629 4.51 1,248 -30.71 0.0004
2016-05-13 2016-03-31 13F WORKIVA COM 98139A105 107,183 1,248
2016-02-12 2015-12-31 13F WORKIVA COM 98139A105 102,554 15,468 17.76 1,801 36.13 0.0006
2015-11-12 2015-09-30 13F WORKIVA COM 98139A105 87,086 87,086 0.00 1,323 0.0004
2015-08-13 2015-06-30 13F WORKIVA COM 98139A105 0 -18,885 -100.00 0 -100.00
2015-05-14 2015-03-31 13F WORKIVA COM 98139A105 18,885 18,885 272 0.0001
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.