OAK Family Advisors Ditches NICE Stock—And My 401k Weeps

by

So, OAK Family Advisors, bless their hearts, decided to give NICE (that’s N-I-C-E, not the feeling you get after a good dividend payout, sadly) the old heave-ho. They dumped 28,021 shares in the last quarter, which, doing the quick math (because I am a dividend hunter, not a mathematician), comes to about $4 million. It’s like when you realize your favorite sweater doesn’t fit anymore—a little disappointing, a little messy, and you’re suddenly questioning all your life choices.

What Happened (Or, “Where Did My Money Go?”)

According to the SEC filing, which, let’s be real, is just a fancy way of saying “here’s what the rich people are doing,” OAK Family Advisors completely wiped NICE off their books. Zero shares remaining. It’s a clean break. A financial divorce. And honestly, after the last year, I’m starting to understand. They cashed out for roughly $4 million, which, if you spread that around, gets you, like, a really nice avocado toast. Maybe.

Loading widget...

What Else to Know (Or, “The Fine Print—Because There’s Always Fine Print”)

  • The NICE stake is now… absent. It’s like a plot twist in a really boring financial thriller. It accounted for… well, nothing. Zip. Nada.
  • Their top holdings now? TSM, BA, NVO, QCOM, and AZN. Basically, they’re hedging their bets on chips, airplanes, diabetes drugs, phone components, and… more drugs. A balanced portfolio for the modern age.
  • As of February 2nd, NICE was trading at $109.37, which is down a whopping 34.2% over the past year. It’s underperforming the S&P 500 by almost 50 percentage points. So, basically, it’s the participation trophy of stocks.

Company Overview (Or, “What Does NICE Even Do?”)

Metric Value
Revenue (TTM) $2.88 billion
Net Income (TTM) $561.06 million
Price (as of market close 2/2/26) $109.37
One-Year Price Change -32.82%

Company Snapshot (Or, “The Elevator Pitch—If the Elevator is Broken”)

  • They offer cloud-based AI stuff for customer service, compliance, and preventing financial crime. Which sounds impressive, until you remember that everyone is offering cloud-based AI stuff.
  • They make money from cloud services, analytics, and digital evidence management. Basically, they’re in the business of data. Which, let’s be honest, is where all the real money is made.
  • They serve a global customer base. Which means they have to deal with international phone calls and time zone differences. My condolences.

NICE is a leading provider of cloud and AI-powered software. They help companies be more efficient, compliant, and… well, profitable. They’re basically the adult supervision of the digital world. Which, frankly, is a little terrifying.

With a diversified suite of platforms and a global footprint, NICE maintains a competitive edge by integrating advanced AI and automation. It’s all very… buzzword-compliant.

What This Transaction Means for Investors (Or, “Is It Time to Panic?”)

Fund managers are constantly shuffling their portfolios, like deck chairs on the Titanic. NICE is investing heavily in AI, which is exciting, but also risky. Investors are revising their earnings expectations, which means the stock is getting a valuation haircut. It’s a classic case of “high hopes, lower returns.”

Shares of NICE collapsed in the fourth quarter after some disappointing guidance. Wall Street analysts are also lowering their long-term projections. It’s a bit of a snowball effect. And honestly, I’m starting to feel a little chilly.

OAK Family Advisors also reduced their position in Taiwan Semiconductor, while increasing their holdings in Boeing, Novo Nordisk, and Qualcomm. Which suggests they’re shifting away from reasonably priced growth stocks to potentially undervalued stocks in non-tech industries. It’s a bit of a “flight to safety” move. And who can blame them?

Read More

2026-02-05 23:24