Position in AI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,526,040
-$3,520,481 QoQ
Shares Held
181,240
-51.6% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Atom Investors LP holds $44,260,621 across 22 Software - Infrastructure names. AI ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEX |
WEX Inc.
|
56,949 | $8,715,474 | |
| 2 | AKAM |
Akamai Technologies Inc
|
45,496 | $5,225,215 | |
| 3 | MSFT |
Microsoft Corp
|
11,167 | $4,133,688 | |
| 4 | STNE |
StoneCo Ltd.
|
233,335 | $3,294,690 | |
| 5 | NTNX |
Nutanix, Inc.
|
78,260 | $2,974,662 | |
| 6 | GDDY |
GoDaddy Inc.
|
31,837 | $2,631,964 | |
| 7 | SNPS |
Synopsys Inc
|
6,042 | $2,395,532 | |
| 8 | BOX |
Box Inc
|
92,991 | $2,198,307 |
All Filings in AI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,526,040 | 181,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,046,521 | 374,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,084,755 | 62,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $593,562 | 24,158 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $204,150 | 16,332 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $185,046 | 10,134 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||