Position in NATL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$188,832
-$31,100 QoQ
Shares Held
4,333
-24.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NATL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $2,304,006 across 22 Software - Application names. NATL ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEGA |
Pegasystems Inc
|
10,464 | $445,347 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
2,458 | $367,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
2,635 | $211,827 | |
| 4 | CRM |
Salesforce, Inc.
|
1,115 | $208,137 | |
| 5 | NATL |
NCR Atleos Corp
This page
|
4,333 | $188,832 | |
| 6 | INTU |
Intuit Inc.
|
422 | $182,464 | |
| 7 | BL |
Blackline, Inc.
|
3,520 | $130,240 | |
| 8 | ADBE |
Adobe Inc.
|
447 | $108,656 |
All Filings in NATL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,832 | 4,333 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $219,932 | 5,771 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $105,618 | 3,702 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $97,658 | 3,702 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $170,515 | 5,027 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $93,521 | 3,278 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $71,711 | 2,654 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $66,676 | 3,376 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $114,915 | 4,731 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||