Position in NICE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$456,339
-$104,884 QoQ
Shares Held
5,023
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#162
of 322 holders
Holding Since
Sep 2025
4 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, 2026One Wealth Advisors, LLC holds $2,300,113 across 7 Software - Application names. NICE ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NICE |
NICE Ltd.
This page
|
5,023 | $456,339 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,421 | $391,179 | |
| 3 | SHOP |
Shopify Inc.
|
3,365 | $384,215 | |
| 4 | IDCC |
InterDigital, Inc.
|
1,133 | $320,786 | |
| 5 | CRM |
Salesforce, Inc.
|
1,780 | $278,854 | |
| 6 | TEAM |
Atlassian Corp
|
3,236 | $251,728 | |
| 7 | YOU |
Clear Secure, Inc.
|
3,894 | $217,012 |
All Filings in NICE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,339 | 5,023 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $561,223 | 5,090 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $573,451 | 5,073 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $292,310 | 2,019 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||