Position in NICE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$207,955
-$114,886 QoQ
Shares Held
2,289
-21.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 322 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. NICE ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in NICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,955 | 2,289 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $322,841 | 2,928 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $258,861 | 2,290 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $286,374 | 1,978 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $347,785 | 2,059 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $219,229 | 1,422 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $294,332 | 1,733 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $327,541 | 1,886 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $365,092 | 2,123 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $599,426 | 2,300 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $542,068 | 2,717 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $921,910 | 5,423 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,664,183 | 8,059 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,938,469 | 8,469 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,671,856 | 8,694 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,868,846 | 9,928 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,973,189 | 10,253 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,406,153 | 10,987 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,231,822 | 10,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,684,746 | 9,452 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,595,360 | 10,488 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,587,739 | 11,872 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,607,762 | 12,724 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $3,166,387 | 13,947 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,664,688 | 14,081 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,124,544 | 14,799 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||