Misplaced Fears: Positioning NICE Ltd. (NICE) as an AI Winner
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hiddenite Capital Partners Ryan Packard | 89,590 | $9,968,679 | 1.77% | |
| 2. | 21,500 | $2,392,305 | 0.02% | ||
| 3. | Bayforest Capital Theodoros Tsagaris | 372 | $41,392 | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| 100.0000 (reported; USD unavailable) | 500 | USD value unavailable | 0 | 2026-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,301,275 | $367,332,870 | 0.19% | |
| 2. | 563,620 | $62,713,997 | 0.19% | |
| 3. | 472,281 | $52,550,707 | 0.34% | |
| 4. | 368,464 | $40,998,989 | 1.13% | |
| 5. | 276,434 | $30,758,811 | 2.91% |