Optimize Financial Inc

Position in ATEN — A10 Networks, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in ATEN

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$885,432

+$337,488 QoQ

Shares Held

23,700

0.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#148

of 312 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimize Financial Inc holds $4,336,858 across 4 Software - Infrastructure names. ATEN ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,829	$2,547,353
2	ATEN	A10 Networks, Inc. This page	23,700	$885,432
3	CPAY	Corpay, Inc.	1,510	$503,237
4	WEX	WEX Inc.	2,841	$400,836

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,432	23,700	0.0%	Shares	Sole	2026-08-27
2026-03-31	$547,944	23,700	0.0%	Shares	Sole	2026-05-12
2025-12-31	$419,253	23,700	0.0%	Shares	Sole	2026-02-09
2025-09-30	$430,155	23,700	0.0%	Shares	Sole	2025-11-05
2025-06-30	$458,595	23,700	0.0%	Shares	Sole	2025-08-13
2025-03-31	$387,258	23,700	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.