Position in NICE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$353,406
+$259,575 QoQ
Shares Held
3,890
+357.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#181
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, 2026Steward Partners Investment Advisory, LLC holds $135,269,232 across 89 Software - Application names. NICE ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in NICE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,406 | 3,890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $93,831 | 851 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $95,518 | 845 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $106,992 | 739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,933 | 639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $119,790 | 777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $124,492 | 733 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $205,625 | 1,184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $211,523 | 1,230 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $320,301 | 1,229 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $367,297 | 1,841 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $228,820 | 1,346 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $277,536 | 1,344 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $309,230 | 1,351 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $263,451 | 1,370 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $265,041 | 1,408 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $270,969 | 1,408 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $614,514 | 2,806 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $799,378 | 2,633 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $331,758 | 1,168 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $289,033 | 1,168 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $258,948 | 1,188 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $331,174 | 1,168 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $244,738 | 1,078 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $206,271 | 1,090 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $82,977 | 578 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||