Evergreen Capital Management’s Nice NICE Stock Holding History

Evergreen Capital Management’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	2,799 -3,355	-55%	-$325K	﹤0.01%	1317
2026 Q1	$679K	Sell	6,154 -28,323	-82%	-$3.23M	0.01%	626
2025 Q4	$3.9M	Buy	34,477 +15,762	+84%	+$1.9M	0.09%	222
2025 Q3	$2.71M	Sell	18,715 -1,092	-6%	-$164K	0.06%	244
2025 Q2	$3.35M	Buy	19,807 +729	+4%	+$117K	0.1%	204
2025 Q1	$2.94M	Sell	19,078 -40	-0.2%	-$6.4K	0.1%	205
2024 Q4	$3.25M	Buy	19,118 +206	+1%	+$36.7K	0.11%	196
2024 Q3	$3.28M	Sell	18,912 -396	-2%	-$68K	0.11%	195
2024 Q2	$3.32M	Buy	19,308 +5,520	+40%	+$1.14M	0.12%	184
2024 Q1	$3.59M	Sell	13,788 -5,408	-28%	-$1.23M	0.14%	168
2023 Q4	$3.83M	Buy	+19,196	New	+$3.45M	0.16%	162

Other funds holding NICE

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Evergreen Capital Management's NICE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Nice (NICE) stake by 55% in Q2 2026, selling an estimated $325K and leaving 2,799 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Evergreen Capital Management first reported a position in NICE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q4 2025. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

Evergreen Capital Management held 2,799 shares of Nice worth $254K as of Q2 2026.
Evergreen Capital Management sold 3,355 Nice shares in Q2 2026, an estimated $325K.
Nice made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1317 holding.
Evergreen Capital Management first reported a position in Nice in Q4 2023 and has held it in 11 quarters since.
Evergreen Capital Management's Nice position peaked at $3.9M in Q4 2025.
320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.