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Disclosery

HMI Capital Management, L.P.: NICE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on NICE, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 0 NICE shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -770,390 shares

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 770,390 shares
    Change vs previous 13F -582,180 shares

    6.44% of the 13F portfolio, value $111,537,064.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F/A 1,352,570 shares
    Change vs previous 13F -228,500 shares

    12.97% of the 13F portfolio, value $228,462,599.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,581,070 shares
    Change vs previous 13F -61,700 shares

    13.27% of the 13F portfolio, value $243,753,562.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,642,770 shares
    Change vs previous 13F +186,600 shares

    14.02% of the 13F portfolio, value $279,008,057.

    13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,456,170 shares
    Change vs previous 13F not available

    10.47% of the 13F portfolio, value $252,893,044.

    13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).