Ray Dalio's WK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 15,307 shares of Workiva Inc. (WK) worth $742,543, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Ray Dalio has maintained this position in WK for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 47,820 shares. Largest reduction occurred in Q1 2026, reducing 50,254 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Workiva (WK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workiva (WK) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +15,307 | New Buy | 15,307 | $48.51 |
| Q1 2026 | -50,254 | Sold Out | 0 | $0.00 |
| Q4 2025 | +47,820 | Add 1964.67% | 50,254 | $86.25 |
| Q3 2025 | +2,434 | New Buy | 2,434 | $86.08 |
Ray Dalio's Workiva Investment FAQs
Ray Dalio first purchased Workiva Inc. (WK) in Q3 2025, acquiring 2,434 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Workiva Inc. (WK) for 4 quarters since Q3 2025.
Ray Dalio's largest addition to Workiva Inc. (WK) was in Q4 2025, adding 50,254 shares worth $4.33 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 15,307 shares of Workiva Inc. (WK), valued at approximately $742,543.
As of the Q2 2026 filing, Workiva Inc. (WK) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Workiva Inc. (WK) was 50,254 shares, as reported at the end of Q4 2025.