Position in NICE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$344,866
-$63,867 QoQ
Shares Held
3,796
+2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#182
of 322 holders
Holding Since
Sep 2022
16 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, 2026Legacy Wealth Asset Management, LLC holds $13,785,173 across 15 Software - Application names. NICE ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
14,432 | $2,224,115 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,622 | $1,706,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
13,656 | $1,355,767 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
3,542 | $1,329,383 | |
| 5 | ADBE |
Adobe Inc.
|
5,850 | $1,199,367 | |
| 6 | PAYC |
Paycom Software, Inc.
|
7,277 | $914,573 | |
| 7 | ADSK |
Autodesk, Inc.
|
4,193 | $815,203 | |
| 8 | YMM |
Full Truck Alliance Co. Ltd.
|
95,825 | $778,099 |
All Filings in NICE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,866 | 3,796 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $408,733 | 3,707 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $280,791 | 2,484 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $409,582 | 2,829 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $460,786 | 2,728 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $405,004 | 2,627 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $432,072 | 2,544 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $439,385 | 2,530 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $416,511 | 2,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $593,952 | 2,279 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $453,286 | 2,272 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $413,440 | 2,432 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $487,340 | 2,360 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $535,373 | 2,339 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $461,520 | 2,400 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $433,140 | 2,301 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||