Position in NATL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$87,325,118
-$4,821,218 QoQ
Shares Held
2,011,636
-4.9% QoQ
Ownership
2.72%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#10
of 361 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NATL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $779,696,698 across 22 Software - Application names. NATL ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FROG |
JFrog Ltd
|
1,030,226 | $93,626,938 | |
| 2 | NATL |
NCR Atleos Corp
This page
|
2,011,636 | $87,325,118 | |
| 3 | DAVE |
Dave Inc./DE
|
205,552 | $76,586,619 | |
| 4 | BILL |
BILL Holdings, Inc.
|
2,053,400 | $74,250,944 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
899,655 | $63,614,605 | |
| 6 | NAVN |
Navan, Inc.
|
2,431,172 | $55,600,903 | |
| 7 | DT |
Dynatrace, Inc.
|
1,225,311 | $53,803,406 | |
| 8 | FIG |
Figma, Inc.
|
2,542,982 | $46,002,544 |
All Filings in NATL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,325,118 | 2,011,636 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $92,146,336 | 2,114,418 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $83,455,831 | 2,189,867 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $94,398,129 | 2,401,377 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $68,415,881 | 2,398,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,917,091 | 2,385,030 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,304,238 | 2,396,941 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $68,695,190 | 2,407,823 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,477,522 | 2,460,308 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,850,440 | 2,473,440 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $58,171,683 | 2,394,882 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||