Position in NICE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$466,787
-$156,733 QoQ
Shares Held
5,138
-9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 322 holders
Holding Since
Dec 2022
13 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, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. NICE ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in NICE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,787 | 5,138 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $623,520 | 5,655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $437,690 | 3,872 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $339,364 | 2,344 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $291,031 | 1,723 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $251,872 | 1,483 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $317,642 | 1,829 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $206,707 | 1,202 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $314,568 | 1,207 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $231,431 | 1,160 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $287,654 | 1,393 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $291,834 | 1,275 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $262,681 | 1,366 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||