
What smart money is saying about NICE Ltd
2 funds in our archive have pitched NICE Ltd — most recently Artisan Non-U.S. Small-Mid Growth Strategy in December 2025.
NICE Ltd., together with its subsidiaries, provides cloud platforms for AI-driven digital business solutions worldwide. It offers CXone, a cloud native open platform that supports contact centers ranging from small single sites to distributed remote agents and enterprises; Enlighten, an AI engine for CX that discovers automation opportunities for self-service; digital-entry points solutions that enable organizations to address consumers' needs; and journey orchestration solutions that empower organizations to connect and route customers to deal with the customer's request, and connecting them using real time AI-based routing. The company also provides smart self service solutions that empower organizations to build intelligent automated conversations based on data; and prepared agent solutions and tools enable contact center agents to guide and alert them in real time so they can provide resolutions; complete performance solutions that help organizations to record structured and unstructured customer interaction and transaction data; and NICE Evidencentral, an digital evidence management platform for public safety emergency communications, law enforcement, and criminal justice helps agencies. In addition, it offers X-Sight, is an open and flexible AI-cloud platform for financial crime and compliance; Xceed, a cloud platform for comprehensive AML and fraud prevention for small and mid-sized organizations; data intelligence solutions that enable organizations to turn raw data into comprehensive actionable intelligence to prevent and detect financial crimes; AI and analytics technologies to detect and prevent financial crimes in real-time; money laundering and fraud prevention solutions that help organizations adhere to capital markets compliance and anti-money laundering compliance regulations; intelligent investigations solutions; and self-service solutions that provide organizations with customization and self-development capabilities. The company was formerly known as NICE-Systems Ltd. and changed its name to NICE Ltd. in June 2016. NICE Ltd. was founded in 1986 and is based in Ra'anana, Israel.
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Position history
Between Q4 2024 and Q2 2026, 9 fund letters reported a position in NICE Ltd, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 9 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 9 positions
- June 2026
“ As a provider of software to support customer service operations, Nice’s shares were impacted by the “AI loser” narrative that has impacted many companies in the software sector.”
NICE Ltd - June 2026
“ As a provider of software to support customer service operations, NICE’s shares were impacted by the “AI loser” narrative that has impacted many companies in the software sector.”
NICE Ltd - June 2026
“IsraelNICE Enterprise software developer”
NICE Ltd - June 2026
Listed in Goodhart Global Smaller Companies Fund’s reported holdings.
NICE Ltd - June 2026
Listed in Goodhart Partners Global Smaller Companies Fund’s reported holdings.
NICE Ltd - June 2026
“On an individual company basis, NICE, Landis+Gyr and DBV Technologies were the largest Q2 detractors. NICE is a leading enterprise software company focused on automating customer interactions, including contact centers.”
NICE Ltd - June 2026
“The Fund’s holdings in Capgemini, NICE, and SAP were among the largest detractors.”
NICE Ltd - June 2026
“Notable detractors included IT services firm Globant and software company NICE.”
NICE Ltd - June 2026
“This underperformance is attributed to the concentration in IT services and software, namely Globant (IT services), Amdocs (IT services) and NICE (software).”
NICE Ltd
Also mentioned · 1
These funds discuss NICE Ltd — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“NICE Ltd. also had a mixed first quarter, resulting in a -18% tumble.”
NICE Ltd
Fund coverage · 2 theses
- Artisan Non-U.S. Small-Mid Growth StrategyDecember 2025
NICE Ltd is a leader in customer interaction and CCaaS software with strong margins, growing AI-enabled revenues, and category leadership, yet trades at a deeply discounted valuation.
Read the full thesis - Platinium AMDecember 2024
NICE is an Israeli company offering cloud-based contact center software with strong margins and growth potential, particularly through AI module sales as large enterprises transition from legacy systems.
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