Position in OS
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$0
New position
Shares Held
2,592,382
first reported quarter
Ownership
1.05%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
1 quarter on record
Voting authority
Sole 94%
Shared 0%
None 6%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,034,365,378 across 20 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
2,631,342 | $413,199,634 | |
| 2 | ACIW |
Aci Worldwide, Inc.
|
2,732,368 | $137,410,786 | |
| 3 | TDC |
Teradata Corp /De/
|
2,377,892 | $82,393,957 | |
| 4 | RAMP |
LiveRamp Holdings, Inc.
|
2,109,923 | $79,417,501 | |
| 5 | EVTC |
EVERTEC, Inc.
|
2,059,589 | $57,215,382 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
1,149,918 | $55,932,011 | |
| 7 | PAY |
Paymentus Holdings, Inc.
|
1,946,392 | $47,024,830 | |
| 8 | RELY |
Remitly Global, Inc.
|
1,978,792 | $44,344,728 |
All Filings in OS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | — | 2,592,382 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||