Position in NTAP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,123,261
-$277,375 QoQ
Shares Held
20,737
-7.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ADVISORY RESEARCH INC holds $22,613,425 across 7 Software - Infrastructure names. NTAP ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,737 | $15,819,955 | |
| 2 | NTAP |
NetApp, Inc.
This page
|
20,737 | $2,123,261 | |
| 3 | ORCL |
Oracle Corp
|
11,971 | $1,761,053 | |
| 4 | FLYW |
Flywire Corp
|
108,514 | $1,263,102 | |
| 5 | ACIW |
Aci Worldwide, Inc.
|
15,667 | $642,503 | |
| 6 | TOST |
Toast, Inc.
|
21,797 | $577,838 | |
| 7 | PRGS |
Progress Software Corp /Ma
|
16,597 | $425,713 |
All Filings in NTAP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,123,261 | 20,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,400,636 | 22,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,597,353 | 21,926 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,239,787 | 21,021 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,242,584 | 14,146 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,559,302 | 13,433 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,668,620 | 13,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,821,360 | 14,141 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,308,556 | 12,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,306,883 | 14,824 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,197,765 | 15,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,008,173 | 39,374 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,677,805 | 41,939 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,666,362 | 61,045 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,644,007 | 75,085 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,011,149 | 76,811 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $6,477,818 | 78,046 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,234,829 | 78,648 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,115,716 | 12,430 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,019,722 | 12,463 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $908,084 | 12,496 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $723,936 | 10,929 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||