Nicholas Company’s Workiva WK Stock Holding History

Nicholas Company’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	$4.07M	Buy	83,809 +3,280	+4%	+$169K	0.07%	178
2026 Q1	$4.8M	Sell	80,529 -387	-0.5%	-$27K	0.09%	174
2025 Q4	$6.98M	Buy	80,916 +35	+0%	+$3.1K	0.12%	148
2025 Q3	$6.96M	Hold	80,881	–	–	0.12%	154
2025 Q2	$5.54M	Buy	80,881 +6,850	+9%	+$471K	0.09%	183
2025 Q1	$5.62M	Sell	74,031 -25	-0%	-$2.36K	0.1%	180
2024 Q4	$8.11M	Buy	74,056 +6,523	+10%	+$601K	0.13%	146
2024 Q3	$5.34M	Buy	67,533 +13,700	+25%	+$1.03M	0.09%	189
2024 Q2	$3.93M	Buy	+53,833	New	+$4.24M	0.07%	204

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Nicholas Company's WK Position: Q2 2026 in Review

Nicholas Company increased its Workiva (WK) stake by 4.1% in Q2 2026, buying an estimated $169K and bringing the position to 83,809 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #178.

Nicholas Company first reported a position in WK in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.11M in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Nicholas Company held 83,809 shares of Workiva worth $4.07M as of Q2 2026.
Nicholas Company bought 3,280 Workiva shares in Q2 2026, an estimated $169K.
Workiva made up 0.07% of Nicholas Company's portfolio in Q2 2026, its #178 holding.
Nicholas Company first reported a position in Workiva in Q2 2024 and has held it in 9 quarters since.
Nicholas Company's Workiva position peaked at $8.11M in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.