Position in NICE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,671,912
+$356,071 QoQ
Shares Held
18,403
+54.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 322 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $365,975,451 across 56 Software - Application names. NICE ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
544,491 | $39,290,470 | |
| 2 | ADP |
Automatic Data Processing Inc
|
166,358 | $37,255,872 | |
| 3 | NOW |
ServiceNow, Inc.
|
367,393 | $36,474,776 | |
| 4 | CRM |
Salesforce, Inc.
|
228,978 | $35,871,692 | |
| 5 | SHOP |
Shopify Inc.
|
303,346 | $34,636,044 | |
| 6 | PAYX |
Paychex Inc
|
235,405 | $23,147,372 | |
| 7 | ADSK |
Autodesk, Inc.
|
117,097 | $22,765,997 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
59,752 | $22,426,119 |
All Filings in NICE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,912 | 18,403 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,315,841 | 11,934 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,543,447 | 13,654 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,230,195 | 8,497 | Shares | Defined | 2025-11-03 | |
| 2024-12-31 | $736,255 | 4,335 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $653,693 | 3,764 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $648,497 | 3,771 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,126,659 | 4,323 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $761,528 | 3,817 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $436,050 | 2,565 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $882,374 | 4,273 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $942,567 | 4,118 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $833,619 | 4,335 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $847,642 | 4,503 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $861,405 | 4,476 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $975,864 | 4,456 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,379,861 | 4,545 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,052,083 | 3,704 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $828,494 | 3,348 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,192,077 | 5,469 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,503,044 | 5,301 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,343,562 | 5,918 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $963,574 | 6,712 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||