Position in NICE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$402,556
-$41,019 QoQ
Shares Held
4,431
+10.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#168
of 322 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $118,926,532 across 30 Software - Application names. NICE ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
484,707 | $48,121,710 | |
| 2 | UBER |
Uber Technologies, Inc
|
273,130 | $19,709,060 | |
| 3 | SHOP |
Shopify Inc.
|
58,253 | $6,651,327 | |
| 4 | IDCC |
InterDigital, Inc.
|
17,298 | $4,897,582 | |
| 5 | SNOW |
Snowflake Inc.
|
14,516 | $3,694,322 | |
| 6 | ADEA |
Adeia Inc.
|
101,185 | $3,332,022 | |
| 7 | SAP |
Sap SE
|
20,662 | $3,184,220 | |
| 8 | YOU |
Clear Secure, Inc.
|
51,324 | $2,860,286 |
All Filings in NICE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,556 | 4,431 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $443,575 | 4,023 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $394,509 | 3,490 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $280,004 | 1,934 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $702,834 | 4,161 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $296,846 | 1,139 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $226,244 | 1,134 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $417,956 | 2,024 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $458,924 | 2,005 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $205,376 | 1,068 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||