NICE β€” NICE LTD

Ownership history in Balefire, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Balefire, LLC reported a position in NICE LTD (NICE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.27% (2025 Q1)
πŸ“Š Avg. % of fund
0.66%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

Balefire, LLC Γ— NICE AI Analytics

πŸ“‰ Balefire, LLC underperformed the S&P 500 by –33.3% annually on this NICE position. Timing score: 50% (2/4 decisions correct). Average cost basis: $165.60. Maximum drawdown during holding period: –16.6%.

πŸ“ˆ Position Alpha vs SPY
-33.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 33.3% ann.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$165.60
-12.6% vs current ($144.78)

Best entry: $154.17 (2025 Q1)  Β·  Worst: $173.67 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–16.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.25% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NICE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,562 -7,503 -46.7% 0.25% $1.2M $144.78
2025 Q2 REDUCED 16,065 -7,944 -33.1% 0.59% $2.7M $168.91
2025 Q1 ADDED 24,009 +7,540 +45.8% 1.27% $3.7M $154.17
2024 Q4 ADDED 16,469 +12,200 +285.8% 0.96% $2.8M $169.84
2024 Q3 INITIATED 4,269 β€” β€” 0.25% $741K $173.67
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