Position in NICE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$264,953
-$9,055 QoQ
Shares Held
2,403
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in NICE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,953 | 2,403 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $274,008 | 2,424 | Shares | Other | 2026-02-11 | |
| 2024-03-31 | $416,210 | 1,597 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $325,001 | 1,629 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $271,830 | 1,599 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $329,160 | 1,594 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $328,914 | 1,437 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $273,642 | 1,423 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $286,877 | 1,524 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $320,429 | 1,665 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $371,205 | 1,695 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $399,537 | 1,316 | Shares | Other | 2022-03-03 | |
| No filing history on record for this holder in this stock. | ||||||