NICE

Key Takeaways

• NICE runs the software that large enterprises use to operate their customer-contact centers, and the business has tipped decisively to the cloud, with cloud now 79% of revenue and growing about 15% year over year. [Source: NICE Q1 2026 results] • The most important new metric is artificial-intelligence revenue: annual recurring AI revenue grew 66% year over year to $345 million and is now attached to every new enterprise deal, which is both the growth engine and the thing the bear case worries

Institutional ownership

342 institutional managers reported holding NICE in 13F filings for the quarter ended 2026-03-31. Together they hold about 52% of the company; the top 10 hold 30%. 45 opened new positions that quarter. Held by UBS, Artisan Partners, AllianceBernstein, among others. On the short side, 3.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

NICE has cut its share count 1.4% over the past five years, spending $1.36B on repurchases. It pays no dividend. Cash returned over the past three years: $1.15B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

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