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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
Q2 		$743K Buy
+15,307
New +$788K ﹤0.01% 879
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Bridgewater Associates's WK Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Workiva (WK) in Q2 2026: 15,307 shares worth $743K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in WK as recently as Q4 2025.

Bridgewater Associates first reported a position in WK in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.33M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Bridgewater Associates held 15,307 shares of Workiva worth $743K as of Q2 2026.
  • Workiva was a new Bridgewater Associates position in Q2 2026.
  • Workiva made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #879 holding.
  • Bridgewater Associates first reported a position in Workiva in Q3 2025 and has held it in 3 quarters since.
  • Bridgewater Associates's Workiva position peaked at $4.33M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.