Position in NATL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,737,253
+$531,029 QoQ
Shares Held
86,092
+17.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#79
of 361 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NATL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026New York Life Investment Management LLC holds $173,203,357 across 30 Software - Application names. NATL ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
283,272 | $20,440,907 | |
| 2 | CRM |
Salesforce, Inc.
|
122,204 | $19,144,478 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
45,213 | $16,969,343 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,361 | $16,714,880 | |
| 5 | ADP |
Automatic Data Processing Inc
|
68,204 | $15,274,285 | |
| 6 | ADBE |
Adobe Inc.
|
65,907 | $13,512,253 | |
| 7 | DDOG |
Datadog, Inc.
|
50,767 | $13,217,696 | |
| 8 | INTU |
Intuit Inc.
|
45,112 | $11,774,232 |
All Filings in NATL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,737,253 | 86,092 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,206,224 | 73,571 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||