Ray Dalio
WK icon

Ray Dalio’s Workiva WK Stock Holding History

Ray Dalio’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
Jericho Capital Asset Management
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
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Ray Dalio's WK Position: Q2 2026 in Review

Ray Dalio 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: Ray Dalio previously reported a position in WK as recently as Q4 2025.

Ray Dalio 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.

  • Ray Dalio held 15,307 shares of Workiva worth $743K as of Q2 2026.
  • Workiva was a new Ray Dalio position in Q2 2026.
  • Workiva made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #879 holding.
  • Ray Dalio first reported a position in Workiva in Q3 2025 and has held it in 3 quarters since.
  • Ray Dalio'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.