沃克瓦公司
US ˙ NYSE ˙ US98139A1051

SecurityWK / Workiva Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,366,589 shares
Ownership 4.50%
Morgan Stanley ownership in WK / Workiva Inc.

2017-02-14 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,366,589 shares of Workiva Inc. (US:WK). This represents 4.5 percent ownership of the company.

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)
2017-02-14 2017-02-14 13G/A 1,366,589 4.50 0.00
2017-02-13 2017-02-13 13G/A 1,846,275 4.50 -29.69
2016-02-05 2016-02-05 13G/A 1,454,523 1,846,275 26.93 6.40 25.49
2015-08-20 2015-08-20 13G 1,454,523 5.10

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 302,275 -963,418 -76.12 18,025 -83.49 0.0011
2026-05-27 2025-12-31 13F/A-1 WORKIVA COM CL A 98139A105 1,265,693 220,159 21.06 109,166 21.30 0.0065
2026-02-13 2025-12-31 13F WORKIVA COM CL A 98139A105 1,265,693 220,159 109,166 0.0065
2026-05-27 2025-09-30 13F/A-1 WORKIVA COM CL A 98139A105 1,045,534 754,104 258.76 90,000 351.17 0.0054
2025-11-14 2025-09-30 13F WORKIVA COM CL A 98139A105 1,045,534 754,104 90,000 0.0054
2025-08-15 2025-06-30 13F WORKIVA COM CL A 98139A105 291,430 74,783 34.52 19,948 21.30 0.0013
2025-05-15 2025-03-31 13F WORKIVA COM CL A 98139A105 216,647 -51,751 -19.28 16,446 -44.04 0.0012
2025-05-15 2024-12-31 13F/A-1 WORKIVA COM CL A 98139A105 268,398 -178,127 -39.89 29,390 -16.81 0.0021
2025-02-14 2024-12-31 13F WORKIVA COM CL A 98139A105 268,398 -178,127 29,390 0.0021
2025-05-14 2024-09-30 13F/A-2 WORKIVA COM CL A 98139A105 446,525 152,901 52.07 35,329 64.85 0.0026
2025-02-14 2024-09-30 13F/A-1 WORKIVA COM CL A 98139A105 446,525 152,901 35,329 0.0026
2024-11-14 2024-09-30 13F WORKIVA COM CL A 98139A105 446,525 152,901 35,329 0.0003
2025-05-14 2024-06-30 13F/A-2 WORKIVA COM CL A 98139A105 293,624 2,364 0.81 21,432 -13.23 0.0017
2024-10-17 2024-06-30 13F/A-1 WORKIVA COM CL A 98139A105 293,624 2,364 21,432 0.0017
2024-08-14 2024-06-30 13F WORKIVA COM CL A 98139A105 293,624 2,364 21,432 0.0017
2024-10-17 2024-03-31 13F/A-2 WORKIVA COM CL A 98139A105 291,260 28,652 10.91 24,699 -7.37 0.0020
2024-08-16 2024-03-31 13F/A-1 WORKIVA COM CL A 98139A105 291,260 28,652 24,699 0.0002
2024-05-15 2024-03-31 13F WORKIVA COM CL A 98139A105 291,260 28,652 24,699 0.0020
2024-08-16 2023-12-31 13F/A-1 WORKIVA COM CL A 98139A105 262,608 66,576 33.96 26,663 34.22 0.0023
2024-02-13 2023-12-31 13F WORKIVA COM CL A 98139A105 262,608 66,576 26,663 0.0023
2023-11-15 2023-09-30 13F WORKIVA COM CL A 98139A105 196,032 -65,923 -25.17 19,866 -25.40 0.0020
2023-08-14 2023-06-30 13F WORKIVA COM CL A 98139A105 261,955 3,006 1.16 26,630 0.42 0.0026
2023-05-15 2023-03-31 13F WORKIVA COM CL A 98139A105 258,949 28,211 12.23 26,519 36.87 0.0028
2023-02-14 2022-12-31 13F WORKIVA COM CL A 98139A105 230,738 108,232 88.35 19,375 103.26 0.0022
2022-11-14 2022-09-30 13F WORKIVA COM CL A 98139A105 122,506 -10,803 -8.10 9,532 8.36 0.0013
2022-10-27 2022-06-30 13F/A-1 WORKIVA COM CL A 98139A105 133,309 76,143 133.20 8,797 30.40 0.0011
2022-08-15 2022-06-30 13F WORKIVA COM CL A 98139A105 133,309 76,143 8,797 0.0002
2022-10-27 2022-03-31 13F/A-1 WORKIVA COM CL A 98139A105 57,166 -22,954 -28.65 6,746 -35.48 0.0009
2022-05-13 2022-03-31 13F WORKIVA COM CL A 98139A105 57,166 -22,954 6,746 0.0009
2022-02-14 2021-12-31 13F WORKIVA COM CL A 98139A105 80,120 -2,280 -2.77 10,456 -9.98 0.0013
2021-11-15 2021-09-30 13F WORKIVA COM CL A 98139A105 82,400 -32,850 -28.50 11,615 -9.48 0.0016
2021-08-23 2021-06-30 13F/A-1 WORKIVA COM CL A 98139A105 115,250 21,779 23.30 12,831 55.53 0.0017
2021-08-16 2021-06-30 13F WORKIVA COM CL A 98139A105 115,250 21,779 12,831 0.0004
2021-05-17 2021-03-31 13F WORKIVA COM CL A 98139A105 93,471 -46,855 -33.39 8,250 -35.83 0.0012
2021-02-16 2020-12-31 13F WORKIVA COM CL A 98139A105 140,326 98,776 237.73 12,856 454.62 0.0020
2020-11-13 2020-09-30 13F WORKIVA COM CL A 98139A105 41,550 -63,152 -60.32 2,318 -58.61 0.0004
2020-08-14 2020-06-30 13F WORKIVA COM CL A 98139A105 104,702 71,009 210.75 5,600 414.23 0.0012
2020-05-26 2020-03-31 13F/A-1 WORKIVA COM CL A 98139A105 33,693 -247,241 -88.01 1,089 -90.78 0.0003
2020-05-15 2020-03-31 13F WORKIVA COM CL A 98139A105 33,693 -247,241 1,089 295.4037
2020-02-14 2019-12-31 13F WORKIVA COM CL A 98139A105 280,934 159,668 131.67 11,814 122.28 0.0027
2019-11-14 2019-09-30 13F WORKIVA COM CL A 98139A105 121,266 11,914 10.90 5,315 -16.33 0.0014
2019-08-14 2019-06-30 13F WORKIVA COM CL A 98139A105 109,352 10,342 10.45 6,352 26.56 0.0017
2019-05-15 2019-03-31 13F WORKIVA COM CL A 98139A105 99,010 -562,517 -85.03 5,019 -78.86 0.0014
2019-02-14 2018-12-31 13F WORKIVA COM CL A 98139A105 661,527 -50,256 -7.06 23,742 -15.55 0.0071
2019-04-23 2018-09-30 13F/A-2 WORKIVA COM CL A 98139A105 711,783 42,766 6.39 28,115 72.23 0.0070
2018-11-20 2018-09-30 13F/A-1 WORKIVA COM CL A 98139A105 711,783 0 28,115 0.0070
2018-11-14 2018-09-30 13F WORKIVA COM CL A 98139A105 711,783 42,766 28,115
2019-04-23 2018-06-30 13F/A-1 WORKIVA COM CL A 98139A105 669,017 65,627 10.88 16,324 14.15 0.0044
2018-08-14 2018-06-30 13F WORKIVA COM CL A 98139A105 669,017 65,627 16,324
2019-04-23 2018-03-31 13F/A-1 WORKIVA COM CL A 98139A105 603,390 467,627 344.44 14,301 392.29 0.0040
2018-05-14 2018-03-31 13F WORKIVA COM CL A 98139A105 603,390 467,627 14,301
2019-04-23 2017-12-31 13F/A-1 WORKIVA COM CL A 98139A105 135,763 10,248 8.16 2,905 10.96 0.0008
2018-02-14 2017-12-31 13F WORKIVA COM CL A 98139A105 135,763 10,248 2,905
2017-11-14 2017-09-30 13F WORKIVA COM CL A 98139A105 125,515 -60,572 -32.55 2,618 -26.15 0.0008
2017-08-11 2017-06-30 13F WORKIVA COM CL A 98139A105 186,087 -127,772 -40.71 3,545 -27.82 0.0011
2017-05-22 2017-03-31 13F/A-1 WORKIVA COM CL A 98139A105 313,859 -966,620 -75.49 4,911 -71.90 0.0015
2017-05-12 2017-03-31 13F WORKIVA COM CL A 98139A105 313,859 4,911
2017-02-22 2016-12-31 13F/A-1 WORKIVA COM CL A 98139A105 1,280,479 -319,435 -19.97 17,478 -39.75 0.0057
2017-02-13 2016-12-31 13F WORKIVA COM CL A 98139A105 1,280,479 17,478
2016-11-10 2016-09-30 13F WORKIVA COM CL A 98139A105 1,599,914 -45,186 -2.75 29,007 29.07 0.0099
2016-08-12 2016-06-30 13F WORKIVA COM CL A 98139A105 1,645,100 -30,125 -1.80 22,473 15.15 0.0081
2016-05-12 2016-03-31 13F WORKIVA COM CL A 98139A105 1,675,225 -70,019 -4.01 19,516 -36.36 0.0075
2016-02-09 2015-12-31 13F WORKIVA COM CL A 98139A105 1,745,244 14,747 0.85 30,664 16.66 0.0111
2016-02-08 2015-09-30 13F/A-1 WORKIVA COM CL A 98139A105 1,730,497 1,003,983 138.19 26,286 161.60 0.0097
2015-11-09 2015-09-30 13F WORKIVA COM CL A 98139A105 1,730,497 26,286
2015-08-12 2015-06-30 13F WORKIVA COM CL A 98139A105 726,514 716,749 7,339.98 10,048 7,077.14 0.0035
2015-05-14 2015-03-31 13F WORKIVA COM CL A 98139A105 9,765 -979,068 -99.01 140 -98.94 0.0001
2015-02-13 2014-12-31 13F WORKIVA COM CL A 98139A105 988,833 988,833 13,250 0.0048
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.