Position in WLTH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$869,307
+$87,257 QoQ
Shares Held
97,238
+15.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#53
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Atom Investors LP holds $36,239,687 across 35 Software - Application names. WLTH ranks #17 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSY |
Bentley Systems Inc
|
111,872 | $3,343,854 | |
| 2 | PD |
PagerDuty, Inc.
|
285,264 | $2,752,797 | |
| 3 | NOW |
ServiceNow, Inc.
|
27,352 | $2,715,506 | |
| 4 | RNG |
RingCentral, Inc.
|
69,079 | $2,692,699 | |
| 5 | OCTV |
Octave Intelligence plc
|
113,456 | $1,849,332 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
25,936 | $1,609,328 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
244,049 | $1,578,997 | |
| 8 | CRM |
Salesforce, Inc.
|
9,809 | $1,536,677 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,307 | 97,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $782,050 | 84,546 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||