Nisa Investment Advisors
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Nisa Investment Advisors’s Workiva WK Stock Holding History

Nisa Investment Advisors’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 		$15.2K Sell
313
-501
-62% -$25.8K ﹤0.01% 2349
2026
Q1 		$48.5K Buy
814
+33
+4% +$2.3K ﹤0.01% 1678
2025
Q4 		$67.4K Sell
781
-737
-49% -$65.3K ﹤0.01% 1550
2025
Q3 		$131K Buy
1,518
+29
+2% +$2.18K ﹤0.01% 1364
2025
Q2 		$102K Buy
1,489
+96
+7% +$6.6K ﹤0.01% 1389
2025
Q1 		$106K Sell
1,393
-59
-4% -$5.57K ﹤0.01% 1390
2024
Q4 		$159K Buy
1,452
+116
+9% +$10.7K ﹤0.01% 1355
2024
Q3 		$106K Sell
1,336
-107
-7% -$8.03K ﹤0.01% 1430
2024
Q2 		$105K Buy
1,443
+53
+4% +$4.17K ﹤0.01% 1467
2024
Q1 		$118K Buy
1,390
+40
+3% +$3.6K ﹤0.01% 1424
2023
Q4 		$137K Sell
1,350
-100
-7% -$9.64K ﹤0.01% 1370
2023
Q3 		$147K Hold
1,450
– – ﹤0.01% 1393
2023
Q2 		$147K Sell
1,450
-54
-4% -$5.19K ﹤0.01% 1404
2023
Q1 		$154K Sell
1,504
-160
-10% -$14.5K ﹤0.01% 1368
2022
Q4 		$140K Sell
1,664
-7
-0.4% -$542 ﹤0.01% 1447
2022
Q3 		$130K Buy
1,671
+32
+2% +$2.19K ﹤0.01% 1399
2022
Q2 		$108K Buy
1,639
+147
+10% +$12.2K ﹤0.01% 1483
2022
Q1 		$176K Buy
1,492
+12
+0.8% +$1.33K ﹤0.01% 1428
2021
Q4 		$175K Sell
1,480
-120
-8% -$16.9K ﹤0.01% 1313
2021
Q3 		$226 Hold
1,600
– – ﹤0.01% 1363
2021
Q2 		$178 Hold
1,600
– – ﹤0.01% 1450
2021
Q1 		$141 Hold
1,600
– – ﹤0.01% 1608
2020
Q4 		$147K Buy
1,600
+600
+60% +$42.1K ﹤0.01% 1592
2020
Q3 		$56K Buy
+1,000
New +$55.6K ﹤0.01% 1758

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Nisa Investment Advisors's WK Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Workiva (WK) stake by 62% in Q2 2026, selling an estimated $25.8K and leaving 313 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Nisa Investment Advisors first reported a position in WK in Q3 2020 and has held it in 24 quarters since. The position peaked at $176K in Q1 2022. 118 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Nisa Investment Advisors held 313 shares of Workiva worth $15.2K as of Q2 2026.
  • Nisa Investment Advisors sold 501 Workiva shares in Q2 2026, an estimated $25.8K.
  • Workiva made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2349 holding.
  • Nisa Investment Advisors first reported a position in Workiva in Q3 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Workiva position peaked at $176K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.