Historical position

Pat Dorsey’s Workiva Inc (WK) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2017Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares1.19MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Workiva Inc in Q1 2017. The reported position was increased and reduced across later filings. Verified positive position history runs through Q4 2018. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2019
Sold the entire position−237.39K shares · No shares reported at quarter-end
Q4 2018
Sold 68.4% of the position−514.09K shares · 237.39K shares remained
Filing context

Quarter-end price $35.89 · Estimated holding basis $19.57

Q3 2018
Bought 7.6% more+53.03K shares · 751.48K shares reported after the change
Filing context

Quarter-end price $39.50 · Estimated holding basis $19.57

Q2 2018
Sold 30.4% of the position−305.34K shares · 698.45K shares remained
Filing context

Quarter-end price $24.40 · Estimated holding basis $18.06

Q1 2018
Sold 15.9% of the position−189.75K shares · 1.00M shares remained
Filing context

Quarter-end price $23.70 · Estimated holding basis $18.06

Q4 2017
Bought 4.8% more+54.79K shares · 1.19M shares reported after the change
Filing context

Quarter-end price $21.40 · Estimated holding basis $18.06

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Workiva Inc in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight2.4%Q4 2018
Last reported rank#11of 11 reported positions
Peak portfolio weight10.3%Q3 2017
Best historical rank#3Q3 2017
At peak importanceQ3 2017
WK
10.3%
Largest holding
19.6%
Cross-investor discovery

Who else owns Workiva Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
WK0.0% of reported portfolio
Explore Workiva Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$73.202026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.