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Waverly Advisors’s Nice NICE Stock Holding History

Waverly Advisors’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
2025
Q2 		– Sell
-22,562
Closed -$3.48M – 1208
2025
Q1 		$3.48M Buy
+22,562
New +$3.61M 0.04% 359

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Waverly Advisors's NICE Position: Q2 2025 in Review

Waverly Advisors sold out of Nice (NICE) in Q2 2025, closing a stake of 22,562 shares — an estimated $3.48M sold.

Waverly Advisors first reported a position in NICE in Q1 2025 and held it in 1 quarter. The position peaked at $3.48M in Q1 2025. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

  • Waverly Advisors reported no remaining Nice position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 22,562 Nice shares in Q2 2025, an estimated $3.48M.
  • Waverly Advisors first reported a position in Nice in Q1 2025 and held it in 1 quarter.
  • Waverly Advisors's Nice position peaked at $3.48M in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.