Position in NICE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$126,099
-$52,852 QoQ
Shares Held
1,388
-14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. NICE ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in NICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,099 | 1,388 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $178,951 | 1,623 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $220,428 | 1,950 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $174,459 | 1,205 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $33,782 | 200 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $36,075 | 234 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $438,866 | 2,584 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $375,300 | 2,161 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $305,590 | 1,777 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $379,462 | 1,456 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $301,260 | 1,510 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $39,610 | 233 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $76,405 | 370 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $686 | 3 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $576 | 3 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $564 | 3 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $577 | 3 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $19,929 | 91 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $24,288 | 80 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $9,941 | 35 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,949 | 20 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $27,464 | 126 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $305,089 | 1,076 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $430,675 | 1,897 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $967,962 | 5,115 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $740,338 | 5,157 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||