Position in NTCT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,202,976
-$3,245,543 QoQ
Shares Held
50,585
-70.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#104
of 314 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Edgestream Partners, L.P. holds $59,843,087 across 24 Software - Infrastructure names. NTCT ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBX |
Dropbox, Inc.
|
274,727 | $7,546,750 | |
| 2 | PRGS |
Progress Software Corp /Ma
|
178,939 | $6,008,771 | |
| 3 | MSFT |
Microsoft Corp
|
15,522 | $5,790,016 | |
| 4 | TOST |
Toast, Inc.
|
197,727 | $5,500,765 | |
| 5 | GDDY |
GoDaddy Inc.
|
58,972 | $5,005,543 | |
| 6 | ZS |
Zscaler, Inc.
|
24,348 | $3,436,720 | |
| 7 | NTAP |
NetApp, Inc.
|
20,785 | $3,216,686 | |
| 8 | AI |
C3.ai, Inc.
|
350,004 | $3,181,536 |
All Filings in NTCT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,202,976 | 50,585 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,448,519 | 171,391 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $969,153 | 35,815 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $2,190,544 | 104,262 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $1,361,646 | 62,034 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||