Position in IIIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,610,702
-$198,872 QoQ
Shares Held
72,035
+0.3% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Atria Investments, Inc holds $214,587,449 across 31 Software - Infrastructure names. IIIV ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
378,958 | $140,278,882 | |
| 2 | ORCL |
Oracle Corp
|
200,998 | $29,568,815 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
71,190 | $10,413,673 | |
| 4 | SNPS |
Synopsys Inc
|
13,995 | $5,548,737 | |
| 5 | PANW |
Palo Alto Networks Inc
|
34,421 | $5,518,374 | |
| 6 | NET |
Cloudflare, Inc.
|
12,714 | $2,623,406 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
15,296 | $2,185,033 | |
| 8 | XYZ |
Block, Inc.
|
32,036 | $1,927,926 |
All Filings in IIIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,610,702 | 72,035 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,809,574 | 71,837 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,218,348 | 68,341 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||