Workiva Inc.
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionFifth Third Bancorp
Latest Disclosed Ownership117,295 shares
Latest Disclosed Value $ 6,994,308
Fifth Third Bancorp reports 10,410.30% increase in ownership of WK / Workiva Inc.

On May 1, 2026 - Fifth Third Bancorp filed a 13F-HR form disclosing ownership of 117,295 shares of Workiva Inc. (US:WK) valued at $6,994,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,116 shares of Workiva Inc.. This represents a change in shares of 10,410.30% during the quarter. The current value of the position is $5,753,320 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)
2026-05-01 2026-03-31 13F WORKIVA COM CL A 98139A105 117,295 116,179 10,410.30 6,994 7,185.42 0.0128
2026-02-02 2025-12-31 13F WORKIVA COM CL A 98139A105 1,116 -36 -3.12 96 -3.03 0.0003
2025-11-07 2025-09-30 13F WORKIVA COM CL A 98139A105 1,152 17 1.50 99 28.57 0.0003
2025-07-15 2025-06-30 13F WORKIVA COM CL A 98139A105 1,135 -553 -32.76 78 -39.84 0.0003
2025-04-15 2025-03-31 13F WORKIVA COM CL A 98139A105 1,688 -1 -0.06 128 -30.43 0.0005
2025-01-21 2024-12-31 13F WORKIVA COM CL A 98139A105 1,689 -46 -2.65 185 34.31 0.0007
2024-10-17 2024-09-30 13F WORKIVA COM CL A 98139A105 1,735 49 2.91 137 11.38 0.0005
2024-07-22 2024-06-30 13F WORKIVA COM CL A 98139A105 1,686 -6 -0.35 123 -13.99 0.0005
2024-04-23 2024-03-31 13F WORKIVA COM CL A 98139A105 1,692 140 9.02 143 -8.92 0.0006
2024-01-19 2023-12-31 13F WORKIVA COM CL A 98139A105 1,552 0 0.00 158 0.00 0.0007
2023-10-31 2023-09-30 13F WORKIVA COM CL A 98139A105 1,552 -20 -1.27 157 -1.26 0.0007
2023-07-26 2023-06-30 13F WORKIVA COM CL A 98139A105 1,572 101 6.87 160 6.00 0.0007
2023-04-24 2023-03-31 13F WORKIVA COM CL A 98139A105 1,471 -270 -15.51 151 2.74 0.0007
2023-01-25 2022-12-31 13F WORKIVA COM CL A 98139A105 1,741 -102 -5.53 146 2.10 0.0007
2022-10-25 2022-09-30 13F WORKIVA COM CL A 98139A105 1,843 309 20.14 143 41.58 0.0007
2022-08-04 2022-06-30 13F WORKIVA COM CL A 98139A105 1,534 -13 -0.84 101 -44.81 0.0005
2022-04-19 2022-03-31 13F WORKIVA COM CL A 98139A105 1,547 65 4.39 183 -5.18 0.0007
2022-02-01 2021-12-31 13F WORKIVA COM CL A 98139A105 1,482 -166 -10.07 193 -16.81 0.0008
2021-10-15 2021-09-30 13F WORKIVA COM CL A 98139A105 1,648 0 0.00 232 26.78 0.0010
2021-08-06 2021-06-30 13F WORKIVA COM CL A 98139A105 1,648 51 3.19 183 29.79 0.0008
2021-05-07 2021-03-31 13F WORKIVA COM CL A 98139A105 1,597 146 10.06 141 6.02 0.0007
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 1,451 0 0.00 133 64.20 0.0007
2020-11-09 2020-09-30 13F WORKIVA COM CL A 98139A105 1,451 -188 -11.47 81 -7.95 0.0004
2020-08-05 2020-06-30 13F WORKIVA COM CL A 98139A105 1,639 0 0.00 88 66.04 0.0005
2020-05-05 2020-03-31 13F WORKIVA COM CL A 98139A105 1,639 -702 -29.99 53 -45.92 0.0004
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 2,341 16 0.69 98 -3.92 0.0005
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 102 -24.44 0.0006
2019-08-07 2019-06-30 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 135 14.41 0.0008
2019-05-14 2019-03-31 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 118 42.17 0.0008
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 83 -9.78 0.0006
2018-11-14 2018-09-30 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 92 61.40 0.0006
2018-08-14 2018-06-30 13F WORKIVA COM CL A 98139A105 2,325 0 0.00 57 3.64 0.0004
2018-05-15 2018-03-31 13F WORKIVA COM CL A 98139A105 2,325 2,325 55 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.