Position in NICE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$437,261
+$44,405 QoQ
Shares Held
4,813
+35.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#165
of 322 holders
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. NICE ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
This page
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in NICE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,261 | 4,813 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $392,856 | 3,563 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $349,067 | 3,088 | Shares | Sole | 2026-01-09 | |
| 2021-03-31 | $196,826 | 903 | Shares | Sole | 2021-05-25 | |
| No filing history on record for this holder in this stock. | ||||||