Position in NICE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$41,427
-$8,851 QoQ
Shares Held
456
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 322 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. NICE ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in NICE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,427 | 456 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $50,278 | 456 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $70,763 | 626 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $132,184 | 913 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $123,135 | 729 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $115,781 | 751 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $83,561 | 492 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $85,445 | 492 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $84,609 | 492 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $189,731 | 728 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $145,243 | 728 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $115,090 | 677 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $134,225 | 650 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $148,778 | 650 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $79,612 | 414 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $78,307 | 416 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $125,477 | 652 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $194,472 | 888 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $277,186 | 913 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $251,659 | 886 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $219,249 | 886 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $212,084 | 973 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||