Position in NICE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,842,074
-$924,459 QoQ
Shares Held
20,276
-19.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 322 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. NICE ranks #47 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in NICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,074 | 20,276 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,766,533 | 25,091 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,268,712 | 20,070 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,806,981 | 40,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,071,353 | 30,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,024,507 | 19,618 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,608,778 | 27,136 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,521,688 | 14,520 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,807,410 | 16,325 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,358,087 | 16,722 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,029,814 | 10,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,265,480 | 7,444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,256,139 | 6,083 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,120,208 | 9,263 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,766,660 | 9,187 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,793,362 | 9,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,237,261 | 6,429 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,487,448 | 6,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,914,805 | 6,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,120,253 | 3,944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $993,056 | 4,013 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $858,365 | 3,938 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,396,150 | 4,924 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,448,518 | 10,785 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,183,261 | 11,537 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,398,600 | 16,708 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||