Position in NICE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$39,792
-$8,832 QoQ
Shares Held
438
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 322 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. NICE ranks #48 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in NICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,792 | 438 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,624 | 441 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $78,562 | 695 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $93,383 | 645 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $109,115 | 646 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $100,518 | 652 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $62,840 | 370 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $29,697 | 171 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $13,241 | 77 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,764 | 72 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $19,352 | 97 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,300 | 90 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,135 | 134 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,215 | 169 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $14 | 388 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $70,401 | 374 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $30,022 | 156 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,000 | 130 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $29,752 | 98 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $27,835 | 98 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $24,251 | 98 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,361 | 98 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $27,786 | 98 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $28,378 | 125 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $61,692 | 326 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $51,107 | 356 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||