Creative Planning

Position in NICE — NICE Ltd.

CIK 1540235 OVERLAND PARK, KS

Position in NICE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,142,605

-$2,840,816 QoQ

Shares Held

23,584

-47.8% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#89

of 322 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. NICE ranks #57 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,605	23,584	-47.8%	Shares	Defined	2026-08-13
2026-03-31	$4,983,421	45,197	+112.2%	Shares	Sole	2026-05-12
2025-12-31	$2,407,525	21,298	+110.4%	Shares	Sole	2026-02-17
2025-09-30	$1,465,607	10,123	+5.0%	Shares	Defined	2025-11-14
2025-06-30	$1,628,967	9,644	+36.5%	Shares	Defined	2025-08-08
2025-03-31	$1,089,519	7,067	-8.9%	Shares	Sole	2025-05-15
2024-12-31	$1,317,618	7,758	+2.0%	Shares	Defined	2025-02-14
2024-09-30	$1,321,280	7,608	+2.9%	Shares	Defined	2024-10-11
2024-06-30	$1,271,027	7,391	+9.9%	Shares	Sole	2024-08-15
2024-03-31	$1,752,669	6,725	+17.7%	Shares	Defined	2024-05-13
2023-12-31	$1,139,600	5,712	-3.4%	Shares	Defined	2024-02-14
2023-09-30	$1,004,700	5,910	+7.4%	Shares	Defined	2023-11-16
2023-06-30	$1,136,782	5,505	+0.1%	Shares	Defined	2023-07-21
2023-03-31	$1,258,665	5,499	+12.3%	Shares	Sole	2023-05-15
2022-12-31	$941,308	4,895	+17.8%	Shares	Sole	2023-02-10
2022-09-30	$782,325	4,156	+22.2%	Shares	Sole	2022-11-03
2022-06-30	$654,330	3,400	+9.3%	Shares	Sole	2022-08-15
2022-03-31	$681,528	3,112	-7.2%	Shares	Sole	2022-05-16
2021-12-31	$1,017,667	3,352	+24.1%	Shares	Sole	2022-02-11
2021-09-30	$766,908	2,700	+18.4%	Shares	Sole	2021-11-10
2021-06-30	$564,456	2,281	-34.6%	Shares	Sole	2021-08-04
2021-03-31	$760,497	3,489	-19.9%	Shares	Sole	2021-04-30
2020-12-31	$1,235,100	4,356	-3.1%	Shares	Sole	2021-01-29
2020-09-30	$1,020,272	4,494	+11.8%	Shares	Sole	2020-11-05
2020-06-30	$760,555	4,019	-6.6%	Shares	Sole	2020-07-23
2020-03-31	$617,738	4,303	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.