Position in NICE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,081,760
+$12,402 QoQ
Shares Held
9,811
+3.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Janney Montgomery Scott LLC holds $446,020,215 across 58 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
965,792 | $69,691,550 | |
| 2 | ADP |
Automatic Data Processing Inc
|
254,078 | $56,900,768 | |
| 3 | NOW |
ServiceNow, Inc.
|
338,446 | $33,600,918 | |
| 4 | CRM |
Salesforce, Inc.
|
209,167 | $32,768,102 | |
| 5 | YOU |
Clear Secure, Inc.
|
574,411 | $32,011,925 | |
| 6 | SHOP |
Shopify Inc.
|
242,597 | $27,699,725 | |
| 7 | INTU |
Intuit Inc.
|
91,955 | $24,000,255 | |
| 8 | SNOW |
Snowflake Inc.
|
89,073 | $22,669,078 |
All Filings in NICE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,081,760 | 9,811 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,069,358 | 9,460 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,082,037 | 6,406 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,077,339 | 6,988 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $817,949 | 4,816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $308,611 | 1,777 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $776,027 | 3,758 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $759,685 | 3,319 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $642,282 | 3,340 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $491,118 | 2,609 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $497,675 | 2,586 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $627,654 | 2,866 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $848,562 | 2,795 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $664,937 | 2,341 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $656,511 | 2,653 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $534,462 | 2,452 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $718,773 | 2,535 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $743,523 | 3,275 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $705,486 | 3,728 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $628,505 | 4,378 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||