Position in NICE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,689
-$12,326 QoQ
Shares Held
635
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#231
of 322 holders
Holding Since
Dec 2021
19 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. NICE ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
This page
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in NICE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,689 | 635 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $70,015 | 635 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $71,780 | 635 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $91,935 | 635 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $107,257 | 635 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $97,897 | 635 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $107,848 | 635 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $98,818 | 569 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $97,850 | 569 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $125,879 | 483 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $95,365 | 478 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $81,260 | 478 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $81,567 | 395 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $90,411 | 395 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $75,958 | 395 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $72,472 | 385 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $74,093 | 385 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $74,460 | 340 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $103,224 | 340 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||