Position in NICE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$225,588
-$26,422 QoQ
Shares Held
2,046
+37.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $23,367,772 across 21 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRSH |
Freshworks Inc.
|
589,577 | $5,966,518 | |
| 2 | ADP |
Automatic Data Processing Inc
|
17,713 | $3,966,821 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,289 | $1,815,724 | |
| 4 | UBER |
Uber Technologies, Inc
|
19,492 | $1,406,537 | |
| 5 | SAP |
Sap SE
|
8,842 | $1,362,634 | |
| 6 | CRM |
Salesforce, Inc.
|
7,615 | $1,192,961 | |
| 7 | ADBE |
Adobe Inc.
|
5,793 | $1,187,674 | |
| 8 | WK |
Workiva Inc
|
23,260 | $1,128,342 |
All Filings in NICE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,588 | 2,046 | Shares | Other | 2026-05-14 | |
| 2025-06-30 | $252,010 | 1,492 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $215,527 | 1,398 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $242,529 | 1,428 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $234,626 | 1,351 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $327,334 | 1,256 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $249,584 | 1,251 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $219,810 | 1,293 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $305,206 | 1,478 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $385,906 | 1,686 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $294,025 | 1,529 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $282,545 | 1,501 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $254,609 | 1,323 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $201,699 | 921 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $278,399 | 917 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $305,909 | 1,077 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $264,532 | 1,069 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $234,097 | 1,074 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $225,130 | 794 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||