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Bridgewater Associates’s Workiva WK Stock Holding History

Bridgewater Associates’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50,254
Closed -$4.33M – 1241
2025
Q4 		$4.33M Buy
50,254
+47,820
+1,965% +$4.23M 0.02% 574
2025
Q3 		$210K Buy
+2,434
New +$183K ﹤0.01% 1003

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bridgewater Associates's WK Position: Q1 2026 in Review

Bridgewater Associates sold out of Workiva (WK) in Q1 2026, closing a stake of 50,254 shares — an estimated $4.33M sold.

Bridgewater Associates first reported a position in WK in Q3 2025 and held it in 2 quarters. The position peaked at $4.33M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Bridgewater Associates reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 50,254 Workiva shares in Q1 2026, an estimated $4.33M.
  • Bridgewater Associates first reported a position in Workiva in Q3 2025 and held it in 2 quarters.
  • Bridgewater Associates's Workiva position peaked at $4.33M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.